[Vtigercrm-developers] How to extend Workflow -> Create entity function?

[Stefan Warnat]

Hy Holbok,

Someone told me to be more offensive with my module, because it really
helps a lot and makes many things much easier. (
https://shop.stefanwarnat.de/vtiger-workflow-designer/)
If you take a look on my Workflow Designer module, this topic is exactly
one of the functions I had implement in the next major update.

But if you only wants to create a PDF and assign this PDF to a Lead you
already could do this with the latest available version.
Simple: Add Workflow "on first save", "generate PDF", "save PDF in
Documents" and "relate this Document it to current record"

With the next update of the module you could use a Workflow in the module
Leads and assign Documents, which matches a condition. This will allow you
to assign Documents, related to a Product, for example.

Regards,

Stefan


On Fri, Mar 11, 2016 at 11:09 AM, Alan Lord <alanslists at gmail.com> wrote:

> On 10/03/16 17:45, Holbok István wrote:
>
>> Dear List Members,
>>
>> How to extend Workflow -> Create entity function?
>> I would like to create a Document related to a Lead with workflow.
>>
>
> Easiest way would be to just write a custom workflow function.
>
> Al
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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