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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…

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…

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?

We're just rolling out the purchasing module with approvals for our companies, and there's one thing that I cannot figure out. It won't let me submit a bill for approval that has multiple locations on it. We use sales orders and we can post those to multiple…

Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

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…

Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Hello, I want to change the workflow sender depending on the workflow code [F:AWA]CODE. The workflow code in question is ZTEST However, in a custom ZAWRKMEL script, the [F:AWA]CODE value does not seem to pass through. The result is an email sent by…

Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?

Hello everyone, We would like to ensure proper monitoring of emails sent by X3 workflows and also verify the routing of email addresses through an external provider. Do any of you already know suppliers who offer this type of service? Has anyone successfully…

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM…

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. …

Hello, I'd like to update the shipment site of a sales order and have it affect all of the lines as well, when a workflow condition is met: For example, I have a workflow that will use the AWRKUPDFLD to update the STOFCY field of a SOQ line, but…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

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…

Good afternoon! I am looking to set up a new workflow rule which will automatically email all of the affected product-sites when a product status is changed. So far, I have managed to set up a rule that will detect when the custom status field we…

Hi, I'm trying to modify a standard workflow rule POHSIG to automatically sign PO if [F:POH]TOTORD < [F:POH]CREUSR maximum value But it works only if user that creates PO is in the first line of Rule values. For Example how it works in standard…

Hi All, Please assist as to what might be a solution to the following error for workflow approval links: {"$diagnoses":[{"$severity":"error", "$message": "X3 engine error: D:\\Sage\\X3APP\\Folders\\X3\\TRT\\ASYRWRKSIG.src : File Non-existent ()…

I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…

Hello, Im looking for solution to create Worfkflow rule/Notification that will return email after create "Analysis requests" from production declaration or receipts. Everything what i get so far is email notification only from modification or closing…

Any info on the workflow for a construction / general contracting company? I am trying to understand what I can/should be utilizing in Sage 50 ( not Quatum) but I can’t seem to grasp the over all workflow that can be used in Sage 50 US. Our company…

Good afternoon Folks Does anyone have a good guide to what the operations all mean? I'm trying to have this send 30 days before the date in the field, but I dont think create or modify will work for an even like this.

Below is a message I created for a workflow rule to notify end users they have an invoice ready for approval. Does anyone know why my "Total Cost" is not working? You can see it present in SQL with an amount and in the invoice. |"Subject Invoice has…