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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…
  • 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?
  • Display modified fields in a workflow programmatically

    Hello! I have created a simple workflow and script to display fields that have been modified in a PO where the cost is over $10,000. This works by checking the [M] field against the base [F:POH] field, and using RETVAL to display the changed information…
  • Packaging Consumption in Work Orders

    I'm looking for ideas as to the best way to consume packaging in work orders. We sell products in various packaging....totes, drums, pails, etc. Currently the packaging is relieved from inventory at time of sales invoicing.....packaging codes are…
  • Approve/Reject link in Workflow Email

    We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject'. This…
  • Customize the "Reply to" field of emails associated with workflows sent from mail server

    Hi there, We are parameterizing and adjusting a Sage X3 V6 installation, We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases. The workflows are currently sent from the users…
  • email address of user in workflow

    Hi I'm calling a workflow from within a SPE process on the Sales Order using this: Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK this works fine and all pre-configured email addresses in the workflow get emailed. However, I need to add…