[Vtigercrm-developers] Need second head :)

[Siam Translations LLP]

Prasad, anyone who fill the form should get email with generated pdf 
file together with details of organization(s) as per picklist choice. 
This form should have public access.
I think the workflows expressions solution could work well, but any 
workaround will be great too.
Thanks for sacrificing your time.

regards
Andrew Smith


On 02-10-2014 10:55, Prasad wrote:
> Andrew,
> 
> Will any-one filling the form on website gets details of the
> Organization - falling under the selected category (picklist).
> Should the report reach customer by email?
> How is customer authentication handled?
> 
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> 
> On Thu, Oct 2, 2014 at 9:01 AM, Siam Translations LLP
> <info at siam-translations.com> wrote:
> 
>> What I need is to be able to send to Customer list of organizations
>> what meets pick list criteria. I will use PDFMaker for this purpose.
>> The simply form should be fixed in website with use of Webforms
>> module.
>> 
>> If somebody fill up online form and from the pick list will chose
>> for example industry: "Advertisement"
>> Than he should receive report with organizations from mentioned
>> industry only. As I said use of expressions on the pick lists will
>> resolve problem. For above webform I using simply custom module
>> (email, industry)
>> Where Picklist "Industry" is shared with Organizations module
>> picklist. Both modules related and visible in workflows.
>> 
>> Regards
>> Andrew Smith
>> 
>> On 02-10-2014 10:15, Prasad wrote:
>> Could you please give a use-case example?
>> 
>> I was not clear about:
>> 
>> * Customer fill the short form - where?
>> 
>> * "should send him set of records" - where and how?
>> 
>> CONNECT WITH US ON: Twitter [2] I Facebook [3] I Blog [4] I Wiki
>> [5] I
>> Forums [6]I Website [7]
>> 
>> On Thu, Oct 2, 2014 at 7:42 AM, SIAM Translations
>> <info at siam-translations.com> wrote:
>> 
>> Customer fill the short form: his email and value from pick list.
>> 
>> On this basis CRM should send him set of records what contains
>> chosen pick list entry. As announced before - expression conditions
>> applied to workflows ojn pick list will resolve this basic
>> requirement, but as this is not exist I would ask you guys if you
>> exercised similar task with success? It might be my morning logic
>> error but I think I tried all standard solutions and nothing
>> popping
>> up. Appreciate contribution :-)
>> 
>> Regards
>> Andrew Smith
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