[Vtigercrm-developers] workflows in v6

[Michael Lockwood]

Will this functionality be available in future releases vTiger?


On Fri, Apr 18, 2014 at 2:48 AM, Rishab K <rishab.k at vtiger.com> wrote:

> Hello Michael,
>
> Currently Vtiger 6 doesn't support workflow tasks based on related
> modules.Hence,in your case when the Opportunity sales stage of the related
> Quote is changed to Closed Won Or Closed Lost.The custom field Quote
> Status's value of the Quote is not changed to Inactive.
> But it works good other way around.i.e, by saving the same Quote(Without
> making any changes to it) record after changing the Opportunity sales stage
> of the Quote to Closed Won Or Closed Lost.
> In short the workflow task is only triggered on the Save of the Quote
> record.
>
> Regards,
>
> Rishab-Vtiger Team
>
>
> On Thu, Apr 17, 2014 at 9:25 PM, Michael Lockwood <michael at lockwood.us.com
> > wrote:
>
>> I also have a question about workflow.  I see that there are some options
>> to "Update Field" tasks in workflow.  My goal is to have a custom field in
>> the quotes module labeled "Quote Status" changed from Active to Inactive
>> when an Opportunity is set to "Closed Won" or "Closed Lost".  Here's what I
>> have setup, but it's not working:
>>
>> 1.  Module is "Quotes"; "Every time the record is saved" is selected.
>>
>> [image: Inline image 1]
>> 2.  Conditions are set to (Opportunities) Sales Stage is "Closed Won" or
>> "(Opportunities) Sales Stage is "Closed Lost" - these are in the "Any"
>> section.  I have also tried using the "Has Changed to" as well.
>> [image: Inline image 2]
>>
>> 4.  The task is set to "Update Fields" and is active.  I have it set to
>> "Status" "Inactive".
>>
>> [image: Inline image 3]
>>
>> I am wanting vTiger to automatically set any quotes status as Inactive
>> for an opportunity that has it's status changed to Closed Won or Closed
>> Lost.  From what I've configured, it seems like it should work.  However,
>> it's not.  Any assistance is greatly appreciated.
>>
>>
>> On Thu, Apr 17, 2014 at 1:00 AM, Vikas Jain <vikas at vtiger.com> wrote:
>>
>>> Mark,
>>>
>>> Workflows will still be triggered on save of the record.
>>>
>>>
>>> On 16 April 2014 06:16, Mark Kostner <admin at myscreen.com.au> wrote:
>>>
>>>> Hi there,
>>>>
>>>> I have a question re: workflows in v6
>>>>
>>>> Are workflows still on triggered on saving of a record?
>>>>
>>>> I ask because there are a number of new conditions like:
>>>>
>>>> => Less than hours before
>>>> => Less than hours later
>>>> => More than hours before
>>>> => More than hours before
>>>>
>>>> Does this mean that the workflow will be triggered automatically xx
>>>> hours
>>>> before a certain date / time? Or will it still only be triggered when
>>>> the
>>>> record is saved?
>>>>
>>>> What we are trying to achieve is to set a reminder in t Tasks that will
>>>> send
>>>> an email 24 hours before the due date if a task is not yet completed.
>>>> So for
>>>> example we have set a condition :
>>>>
>>>> => Due Date -> Less than hours later -> 24
>>>> => Status -> is not -> completed
>>>>
>>>> Although this does not seem to trigger the workflow. (which is an email
>>>> reminder)
>>>>
>>>> We only want the reminder sent if the task is NOT completed.
>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>>
>>> --
>>> Regards
>>> Vikas
>>> Vtiger Team
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>>
>>
>> --
>>
>> *Michael Lee Lockwood*
>> michael at lockwood.us.com
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>



-- 

*Michael Lee Lockwood*
michael at lockwood.us.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140418/c96b1404/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 28238 bytes
Desc: not available
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140418/c96b1404/attachment-0003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 32678 bytes
Desc: not available
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140418/c96b1404/attachment-0004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 26139 bytes
Desc: not available
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140418/c96b1404/attachment-0005.png>