[Vtigercrm-developers] Tickets, mail converter and workflows

[Alan Lord]

On 20/03/14 05:47, Max Clarke wrote:
>     In the meantime I'll use a similar workaround as you've stated
>     above: create a workflow to assign the ticket contact's organisation
>     to the related_to field on ticket creation.
>
>
> It seems this won't work, as you can't update the ticket's parent /
> related_to using workflows.

You can, but you'll have to write a custom workflow function[1].

We do this all the time to update fields from/to indirectly related modules.

Here's a simple workflow function that updates fields in a related module:

http://paste.ubuntu.com/7124056/

And this is the how you register the function so when you create your 
workflow you select "Invoke Custom Function" option when creating a new 
Task and you will see the name 'Calculate Quote' in the picklist.

http://paste.ubuntu.com/7124063/

HTH

Al


[1] https://wiki.vtiger.com/index.php/Invoke_Custom_Function