[Vtigercrm-developers] workflows in v6

[Sreenivas Kanumuru]

Michael,

*Will this functionality be available in future releases vTiger?*


Yes, we plan to include this in 6.2 planned for end of this year.

If you need this right away, i wanted to let you know that the feature is
available with On Demand.

Regards,
Sreenivas

--
Sreenivas Kanumuru
vtiger Team

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On Fri, Apr 18, 2014 at 7:45 PM, Michael Lockwood
<michael at lockwood.us.com>wrote:

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