[Vtigercrm-developers] Fwd: Re: Need second head :)

Fri Oct 3 15:09:23 GMT 2014

Good afternoon

I found this post and I would like to ask developers to help in below
mentioned little issue.
I think it is very basic requirement to extend workflows as per mentioned
by Mr Andrew option.
If this for some reason can not be included in core system I would ask
community to get me some
reasonable price for such an enhancement. I will be happy to pay and
release this improved option to the public.

Your sincerely
Max Henke

-------- Original Message --------
Subject: Re: [Vtigercrm-developers] Need second head :)
Date: 02-10-2014 12:58
From: Prasad <prasad at vtiger.com>
To: "vtigercrm-developers at lists.vtigercrm.com" <vtigercrm-developers at lists.
vtigercrm.com>
Reply-To: vtigercrm-developers at lists.vtigercrm.com

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.

CONNECT WITH US ON: Twitter [2] I Facebook [3] I Blog [4] I Wiki [5] I
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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
> _______________________________________________
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> _______________________________________________
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> _______________________________________________
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>
> Links:
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> [2] http://twitter.com/vtigercrm [2]
> [3] http://www.facebook.com/pages/vtiger/226866697333578?sk=wall [3]
> [4] https://blogs.vtiger.com/ [4]
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 _______________________________________________
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Links:
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[4] https://blogs.vtiger.com/
[5] http://wiki.vtiger.com/index.php/Main_Page
[6] https://discussions.vtiger.com
[7] https://www.vtiger.com/

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