Hi experts,
We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met. When creating a new sales order in LIVE folder, it doesn't trigger the workflow because the "header condition was not met", and…
I have to make adjustments to some HR Workflows, but most are set up using these new option. And I can’t make changes until I know what the current process is doing. The first 2 are standard, and I know what they do, but the next 3 I don’t know.
…
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.
…
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…
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…
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…
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…
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…
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…
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…
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…
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:
…
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…
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…
Hello, the on line support list product status definitions as follows:
First value: Active — The product is available for all the processes.
Second value: In development
Third value: Shortage — The product does not appear in search results, but…
Caso o sistema exiba erro na aprovação de workflow por celular, de diretório não encontrado é só fazer a seguinte parametrização:
1-Acesse a função ADPVAL (Valores parâmetros) em:
PARAMETRIZAÇÃO>PARÂMETROS GERAIS>VALORES PARÂMETROS
Capítulo SUP…
Hello,
Anyone having idea on email content format using workflow rule. We can able to format the text like below screen shot using "ASYRMAIL.ASEND_MAIL" .
But we can not send approval URL links to email from above function .
Is that possible from…
Hi All,
Our company recently purchased knowledge sync (Sage Alerts and Workflow), and i was wondering if it was possible to automate the purchase order creation process based on if specific items are below the reorder point and if its inventory cycle…
Wondering if there are users that have found a way to exclude intersite transfers (Purchase order/Sales order) from purchase signature requirements. I've tried adding the BETFCY <> 2 in the workflow requirements, but am getting inconsistent results. Wondering…
Hello Guys,
I am just a newbie here in this forum and hoping to get along with you all.
Moreover, I am about to support a newly implemented ERP system in-house through a post implementation phase and am just wondering what are the proper steps and…
