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

Prasad prasad at vtiger.com
Sat Oct 4 05:02:29 GMT 2014


Please file it on trac.vtiger.com for review.

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On Fri, Oct 3, 2014 at 9:48 PM, Ian Stern <i4629193 at gmail.com> wrote:

> 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
>>>> _______________________________________________
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>>>>
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>>>>
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>>>> _______________________________________________
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>>>>
>>>  _______________________________________________
>>>  http://www.vtiger.com/ [1]
>>>
>>>
>>>
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>>>
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>>
>>
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>>
>
>
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