Does anyone know the correct syntax for a workflow if I wanted to compare 2 dates and only show those for which the dates differ by greater than 1 day? In SQL, it's a simple DATEDIFF() to find this number, but I don't know how to code this in X3.
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This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records.
Below you can see that I have created a partial rebuild of the company summary screen.
Since this example is based on the Company…
Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities that are vital to the business, it also holds data that…
I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record .
This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that…
One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs.
Self Service and Workflow
Self Service uses the…
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again…
This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was in an ASP page is called from a rule associated with the communication entity.
The…
Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen.
In this…
Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited.
The ASP code is found below. The code is comment and discussed below.
" HREF=\"eware.css\"> ";
var Body="";
var…
This is a technique for moving records from one workflow to another. In fact there are 2 ideas here. 1) The first is the concept of resetting a workflow. Basically this is when you have started to progress along a workflow and then realise that you should…
It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the…
Sage CRM has a very powerful internal workflow engine. A workflow may control the processing of data from the initial insertion of the record through to its final state. The user-driven aspect of a workflow is created from a mixture of workflow rules…
In a workflow rule I have used an asp file to perform some data processing then redirected back to the Case Summary screen. That all works fine.
I understand that when an asp file is used in a transition rule the rule actions are ignored. I haven't…
Hello,
I am using CRM 7.3 SP1 (hotfix 1) and there is a new workflow set up in the Case entity.
The asp page is creating a new record and inserting the correct stage for the New record and inserting the tracking for the case workflow but, the workflow…
Hi,
I've created a custom lead entry screen, the lead creates perfectly. However once done the system doesn't redirect to the newly created lead but a previously created lead.
Can anyone advise what I'm missing? Code below;
<%@ CodePage=65001…
Hi all,
I have three different workflow for three different entities : Opportunity, Contracts & Services (where Services depends on Contracts)
I need to implement relationships and automatisms between those elements as they are part of the same Global…
We have created several custom entities with associated progress tables and all seems to work nicely when the user edits the record. However, we note that no record is created in the Progress tables when the record is inserted into the main table for…
I am trying to add a parameter to the URL. I am able to do this if I call my page from a button. However, I am calling my page through workflow and it does not appear to be working and I cannot figure out why.
I have the following URL
sagecrm/...…
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…
Scenario:
User JOHN creates a new purchase request PR, on the signature user assignment he is the first to sign PR. After creating the PR, the PR is automatically signed.
I suppose this comes from the actions in the workflow that fires when the PR…
Hello Forum!
I'm the new IT guy at a manufacturing company. We use Sage 50 US Quantum for our accounting. However, once we create a Sales Order in Sage, our whole process goes PAPER ONLY..
I'm looking to solve this problem with the software that…
Bonjour,
Savez-vous s'il est possible de configurer l'envoi de notifications de workflow, vers la messagerie Google ?
J'ai tenté l'ajout du serveur et du port SMTP Gmail dans les Valeurs paramètres SUP > WRK > SERMES ainsi que dans le module Adminitration…
Podemos criar notificações para qualquer objeto do Sage X3. No caso aprenderemos a criar uma notificação via workflow.
Cada vez que uma secção analítica for criada uma notificação é disparada.
Acesse:
PARAMETRIZAÇÃO>WORKFLOW>NOTIFICAÇÕES
Clique…
Hey folks,
I'm looking to resend a (ideally all) workflow notifications that have not been signed after a certain number of days. Is there a straightforward way in workflows that I'm missing?
Thanks!
Hello,
I'd like to set up an alert or notification when a lot is 6 months from expiration. Additionally, I'd like to receive notifications when the the stock falls below the reordering point defined in the product-site record.
Can someone walk me…
