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  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

  • Show Action when condition is meet

    Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…

  • Notifications

    Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

  • How to disable Convert to Opportunity until a certain state?

    Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

  • Checking dates in Workflow Transition Rule

    Hi Probably I’m missing something, but I don’t find a simply way to do this. I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules. …

  • How to export workflow

    Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.

  • Sage CRM Opportunity Custom Content - Get current workflow ID

    I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…

  • Modify field on another table in a workflow action

    When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your…

  • Conditionally send e-mail on entity creation

    It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This…

  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

  • Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

    I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display…

  • Conditional Rules on Workflow

    Hi, I'm creating a conditional rule for a Workflow. I need it to action if a field has a certain value/values. I've put the following codes in the Javascript Conditions Box Valid=(("oppo_priceknown"=='Price Unknown')); I've gone on to try: if…

  • (Solved) Disable a Date field in Opportunity Workflow

    Hi All, Within the Opportunity Workflow I would like to disable the closed date once its been entered Example: If a user enters a closed date at Stage 2 Closed Date should be displayed (ReadOnly) for Stage 3 If no date is entered at Stage 2 the…

  • Javascript workflow rule condition : find another user than the currentUser

    Hi I have a problem with a javascript condition in a workflow rule. I want to limit the ability of closing a case to members of the case creator team only. For that purpose I need to get the user_primarychannelid related to the "case_createdby" userID…

  • Call External URL from Workflow

    I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…

  • Jscript error on conditional workflow rule.

    Hi All, I am working on a workflow for a client in CRM for enrollment to a club. As part of the enrollment process, I want to place a conditional rule on whether or not the client has paid a deposit to the club so I used the following javascript: …

  • Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are…

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