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

Petar Dimov phdimov at gmail.com
Fri Feb 8 17:12:52 PST 2013


Mark,

Please look at your cron task and verify that those are running ok. I have
many 5.4 instances and they all rely on email notifications upon lead
creation.

It does work.

Test it out by creating a workflow that sends email on first save with no
condition in it.

On Fri, Feb 8, 2013 at 5:19 PM, Mark <mark at sellingonlinemadesimple.com.au>wrote:

> 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/
> >
>
>
> _______________________________________________
> http://www.vtiger.com/
>



-- 
Best Regards,

Petar Dimov
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