[Vtigercrm-developers] Triggering workflow on submission of a webform

[Mark]

Hi Alan,

> Create a Workflow on the Lead module for "Only on 1st save" or "Until a
condition is 1st true" . Create any conditions you need. Then Create your
email task.

This doesn't seem work in our version of vtiger (5.4)

We also found a number of forum posts stating the same - that webforms do
not trigger workflows.

Can you please let us know what version of vtiger you have, and confirm that
workflows are actually triggered when a webform is submitted in your CRM?

Regards
Mark Kostner


Message: 3
Date: Fri, 08 Feb 2013 08:51:07 +0000
From: Alan Lord <alanslists at gmail.com>
Subject: Re: [Vtigercrm-developers] Triggering workflow on submission
	of a	webform.
To: vtigercrm-developers at lists.vtigercrm.com
Message-ID: <kf2e9n$dl9$1 at ger.gmane.org>
Content-Type: text/plain; charset=windows-1252; format=flowed

This is totally easy and requires zero programming...

What module entity are you creating when the Form is submitted? (I'm
guessing Leads).

Create a Workflow on the Lead module for "Only on 1st save" or "Until a
condition is 1st true" . Create any conditions you need. Then Create your
email task.


Al



On 08/02/13 08:23, Prosenjit Sarkar wrote:
> Hi there,
>
> I have a question regarding triggering workflow on submission of a
webform.
>
> Firstly, it?s very common in many systems to send notification emails 
> to either an admin, the subscriber or both.
>
> Obviously as vtiger is setup right now, webform submission does not 
> trigger a workflow event.
>
> We?ve tried using $Instance->save(?ModuleName?) but that didn?t work
either.
>
> I have two questions:
>
> 1.Are there any security issue if we used 
> $Instance->save(?ModuleName?)
>
> 2.Has anyone done this before? If so what method did you use?
>
> Looking forward to your feedback.
>
>
>
> Regards
> Prosenjit Sarkar
>
>
>
> _______________________________________________
> http://www.vtiger.com/
>