[Vtigercrm-developers] Need second head :)

[Prasad]

Andrew,

I don't see the system workflow as a good fit for -
possibly a custom extension module that suit your need would do.

I'm sure this requirement would change over time - better to
think long-term than incremental before adopting the system.

However, with Webservices / Server API already provides you the
capability to build one.


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On Thu, Oct 2, 2014 at 9:39 AM, Siam Translations LLP <
info at siam-translations.com> wrote:

> 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?
>>
>> 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 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
>>> _______________________________________________
>>> http://www.vtiger.com/ [1] [1]
>>>
>>> Links:
>>> ------
>>> [1] http://www.vtiger.com/ [1]
>>> [2] http://twitter.com/vtigercrm [2]
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>>> [3]
>>> [4] https://blogs.vtiger.com/ [4]
>>> [5] http://wiki.vtiger.com/index.php/Main_Page [5]
>>> [6] https://discussions.vtiger.com [6]
>>> [7] https://www.vtiger.com/ [7]
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/ [1]
>>>
>>  _______________________________________________
>>  http://www.vtiger.com/ [1]
>>
>>
>>
>> Links:
>> ------
>> [1] http://www.vtiger.com/
>> [2] http://twitter.com/vtigercrm
>> [3] http://www.facebook.com/pages/vtiger/226866697333578?sk=wall
>> [4] https://blogs.vtiger.com/
>> [5] http://wiki.vtiger.com/index.php/Main_Page
>> [6] https://discussions.vtiger.com
>> [7] https://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
> _______________________________________________
> http://www.vtiger.com/
>
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