[Vtigercrm-developers] Workflow Related Modules For Create Entity

[Alan Lord (News)]

On 26/10/14 22:10, Rebecca Stanek 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.
>

For this one you will need to write a custom workflow function.

https://wiki.vtiger.com/index.php/Invoke_Custom_Function

HTH

Alan



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