[Vtigercrm-developers] Tickets, mail converter and workflows

[Max Clarke]

Thanks Alan, that's very helpful.


On Thu, Mar 20, 2014 at 5:56 PM, Alan Lord <alanslists at gmail.com> wrote:

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