[Vtigercrm-developers] Workflow Custom Functions

[Prasad]

Adding custom function ability to workflow involves two steps:

   1. Writing the handler function for the module (preferable to place the
   file under target module directory)
   2. Register the handler function to Workflow module (which makes it
   available to be used when creating workflow task)

You can find the example in the attachment of the mail.

   - Unzip the file into root directory of vtigercrm.

   - Execute the script RegisterWorkFlowHandler.Leads.php
   - It registers Leads_WorkflowTask_FollowupFn as custom function for Leads
      module in Workflow.

      - modules/Leads/CustomWorkFlowHandler.php - defines function
   Leads_WorkflowTask_FollowupFn

   - When you are creating the Workflow you can use Invoke Custom Function
   Task and choose this handler function.

NOTE: Please make sure the custom function does not terminate abruptly or
consume more time in executing (like waiting for mail dispatch etc..). This
could cause performance impact or unexpected behavior.

Keep us posted with your experiments.

Regards,
Prasad

On Thu, Aug 19, 2010 at 4:10 PM, Alan Lord (News) <alanslists at gmail.com>wrote:

> Hi all,
>
> I ran a workshop for a prospect yesterday and I used 5.2.0RC as it is so
> close. They *really* liked vtiger.
>
> One thing they will want to achieve I am hoping I will be able to do
> using a custom workflow function:
>
> After the typical sales process is followed initially - > Lead, some
> dialogue, convert to a Contact/Account and Potential.
>
> As the Potential is worked through, when the Contact finally accepts the
> quote and says "yes" to the deal, I would like to be able to
> automatically create a new Project when the user changes the Potential
> sales stage to - for example - Closed-Won. This would obviously mean
> passing/copying a number of different parameters from the Potential to
> the Project.
>
> I have not written a Workflow function before and the info on the Wiki
> is quite limited. I wonder if any one has has any examples they would
> care to share that might help get me started?
>
> Cheers
>
> Al
>
> --
> The Open Learning Centre
> http://www.theopenlearningcentre.com
>
> _______________________________________________
> http://www.vtiger.com/
>
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