[Vtigercrm-developers] Including fields from other modules in filters?

[Simone Travaglini]

workflow designer is extremely powerful and also stable. We use it on every
our project.

2018-01-09 14:07 GMT+01:00 socialboostdk <socialboostdk at gmail.com>:

> Ok - so the workflow designer module can keep organisations:field-X in
> sync with contacts:field-Y "easily"?  (and is it stable? I'm sometimes
> concerned that the Vtiger workflows are not running 100%)
>
> Thanks :)
>
> On 9 January 2018 at 14:02, Simone Travaglini <simonetravaglini at gmail.com>
> wrote:
>
>> Hi,
>> if you only need to show in filter, in vt7 you can do that becouse in
>> filter you can use also fields from parent module.
>> If you need this info in contact you can create a fields and take updated
>> with Workflow designer module from Stefan Warnat.
>>
>>
>> <https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail> Mail
>> priva di virus. www.avast.com
>> <https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail>
>> <#m_-285578293157319514_m_1742518174439159587_DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>>
>> 2018-01-09 13:45 GMT+01:00 socialboostdk <socialboostdk at gmail.com>:
>>
>>> Hi there,
>>>
>>> Is there *ANY* way to use fields from other modules in filters?
>>>
>>> Ie. lets say i have a checkbox saying "paying customer" under
>>> organisations, and i under contacts want to make a filter that lists all
>>> contacts who have an "paying customer" organisation?
>>>
>>> I obviously know its not directly possible, but is there some way?
>>> Perhaps a module that will keep a ghost-field "paying customer" under each
>>> contact, and have that synced with its real-field under organisations?
>>>
>>> Any idea on how to solve this?
>>>
>>> Does the question even make sense?? ;-)
>>>
>>> Thanks,
>>> Chris :)
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>>
>>
>> --
>> Simone Travaglini
>> 328 5499846
>> Linkedin: Simone Travaglini
>>
>>
>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>> necessario!
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>



-- 
Simone Travaglini
328 5499846
Linkedin: Simone Travaglini


Rispetta l'ambiente: non stampare questa mail se non ti è veramente
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