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

Ian Stern i4629193 at gmail.com
Fri Oct 3 16:18:23 GMT 2014


Prasad, how difficult is to extend workflows condition on picklist as
Andrew mentioned? It really looks like forgotten option.
Having everywhere possibility to use expressions will be really good

Ian

On Fri, Oct 3, 2014 at 10:20 PM, Conrado Maggi <comaggi at gmail.com> wrote:

> 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]
>>> [3] http://www.facebook.com/pages/vtiger/226866697333578?sk=wall [3]
>>> [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/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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