[Vtigercrm-developers] Workflow Custom Functions

[Prasad]

Hi James,

Developer guide could be a good start:
http://wiki.vtiger.com/index.php/vtiger510:Developer_Guide

http://wiki.vtiger.com/index.php/vtiger510:Workflow covers details with
custom function example.

Regards,
Prasad

On Sat, Aug 21, 2010 at 7:20 AM, James Shanks <james.shanks at wehelp247.com>wrote:

> The lack of custom workflows is something that has prevented us from fully
> implementing vtiger as a CRM solution.  Our business model requires that a
> certain chain of events occur before X said action.
>
> I would love to work with someone provided we can sure get enough
> additional documentation with regards to writing workflow functions would be
> great.  I haven't had a chance to completely analyze vtiger's code, but will
> like to eventually help make workflows more dynamic.
>
> - James
>
>
> On Thu, Aug 19, 2010 at 6:40 AM, 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/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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