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

[Conrado Maggi]

We have developed once a similar functionality using webservices as Prasad
already mentioned.

You can use this: http://forge.vtiger.com/projects/vtwsbrowser/ as starting
point and customize the form to build the query you need.

Regards,


On Fri, Oct 3, 2014 at 5:09 PM, Maximilian von Henkel <
maximilian.von.henke at gmail.com> wrote:

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