The lack of custom workflows is something that has prevented us from
fully implementing vtiger as a CRM solution. Our business model
requires that a certain chain of events occur before X said action. <br><br>I
would love to work with someone provided we can sure get enough
additional documentation with regards to writing workflow functions
would be great. I haven't had a chance to completely analyze vtiger's
code, but will like to eventually help make workflows more dynamic. <br><br clear="all"><font face="Arial">- James</font><br><br><div class="gmail_quote">On Thu, Aug 19, 2010 at 6:40 AM, Alan Lord (News) <span dir="ltr"><<a href="mailto:alanslists@gmail.com">alanslists@gmail.com</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="margin: 0pt 0pt 0pt 0.8ex; border-left: 1px solid rgb(204, 204, 204); padding-left: 1ex;">Hi all,<br>
<br>
I ran a workshop for a prospect yesterday and I used 5.2.0RC as it is so<br>
close. They *really* liked vtiger.<br>
<br>
One thing they will want to achieve I am hoping I will be able to do<br>
using a custom workflow function:<br>
<br>
After the typical sales process is followed initially - > Lead, some<br>
dialogue, convert to a Contact/Account and Potential.<br>
<br>
As the Potential is worked through, when the Contact finally accepts the<br>
quote and says "yes" to the deal, I would like to be able to<br>
automatically create a new Project when the user changes the Potential<br>
sales stage to - for example - Closed-Won. This would obviously mean<br>
passing/copying a number of different parameters from the Potential to<br>
the Project.<br>
<br>
I have not written a Workflow function before and the info on the Wiki<br>
is quite limited. I wonder if any one has has any examples they would<br>
care to share that might help get me started?<br>
<br>
Cheers<br>
<br>
Al<br>
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