[Vtigercrm-developers] Workflow Related Modules For Create Entity

[Salim]

May be helpfull :
http://vtiger-crm.2324883.n4.nabble.com/Create-entity-task-in-Workflow-tt6619.html#a6620

On 27 October 2014 12:03, Uma S <uma.s at vtiger.com> wrote:

> Hi,
>
> How do I add a related Module to the Workflow step for creating an entity
> record or updating a field?
>
> Right now updating related module field on creation of entity record is
> not supported.
>
> I have a custom module called Demonstrations. When a new demonstration
> record has been created with the time and date when the User clicks Save I
> want an Activity record automatically created to match the date and time on
> the demonstration record.
>
> For this example, you can achieve through, 3 step of workflow add task. By
> creating
> Event/ Todo
>
>
>
> On Mon, Oct 27, 2014 at 3:40 AM, Rebecca Stanek <rlstanek at gmail.com>
> wrote:
>
>> How do I add a related Module to the Workflow step for creating an entity
>> record or updating a field?
>>
>> For example: I want a field in Products module called YTD Amount to
>> automatically be updated when a User saves an Opportunity record and the
>> Sales Stage is Closed Won. The Workflow would calculate the Amount of the
>> Opportunity record and update the YTD field in the Product record.
>>
>> Another example:
>> I have a custom module called Demonstrations. When a new demonstration
>> record has been created with the time and date when the User clicks Save I
>> want an Activity record automatically created to match the date and time on
>> the demonstration record.
>>
>> Thank you!
>> Rebecca
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
>
> --
> With
> Best Regards
> Uma.S
> Vtiger Team
>
> _______________________________________________
> http://www.vtiger.com/
>



-- 
Muhammed Abdul Salim
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