<div dir="ltr"><div><div>We have developed once a similar functionality using webservices as Prasad already mentioned. <br><br></div>You can use this: <a href="http://forge.vtiger.com/projects/vtwsbrowser/">http://forge.vtiger.com/projects/vtwsbrowser/</a> as starting point and customize the form to build the query you need.<br><br></div>Regards,<br><br><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Oct 3, 2014 at 5:09 PM, Maximilian von Henkel <span dir="ltr"><<a href="mailto:maximilian.von.henke@gmail.com" target="_blank">maximilian.von.henke@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><div class="gmail_quote">Good afternoon</div><div class="gmail_quote"><br></div><div class="gmail_quote">I found this post and I would like to ask developers to help in below mentioned little issue. </div><div class="gmail_quote">I think it is very basic requirement to extend workflows as per mentioned by Mr Andrew option.<br>If this for some reason can not be included in core system I would ask community to get me some <br>reasonable price for such an enhancement. I will be happy to pay and release this improved option to the public.</div><div class="gmail_quote"><br></div><div class="gmail_quote">Your sincerely</div><div class="gmail_quote">Max Henke</div><div class="gmail_quote"><span class="">
<br>
-------- Original Message --------<br>
Subject: Re: [Vtigercrm-developers] Need second head :)<br>
Date: 02-10-2014 12:58<br>
From: Prasad <<a href="mailto:prasad@vtiger.com" target="_blank">prasad@vtiger.com</a>><br>
To: "<a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.<u></u>vtigercrm.com</a>" <<a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.<u></u>vtigercrm.com</a>><br>
Reply-To: <a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.<u></u>vtigercrm.com</a><br>
<br>
Andrew,<br>
<br>
I don't see the system workflow as a good fit for -<br>
possibly a custom extension module that suit your need would do.<br>
<br>
I'm sure this requirement would change over time - better to<br>
<br>
think long-term than incremental before adopting the system.<br>
<br>
However, with Webservices / Server API already provides you the<br>
capability to build one.<br>
<br></span><div><div class="h5">
CONNECT WITH US ON: Twitter [2] I Facebook [3] I Blog [4] I Wiki [5] I<br>
Forums  [6]I Website [7]<br>
<br>
On Thu, Oct 2, 2014 at 9:39 AM, Siam Translations LLP<br>
<<a href="mailto:info@siam-translations.com" target="_blank">info@siam-translations.com</a>> wrote:<br>
<br>
</div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5">
Prasad, anyone who fill the form should get email with generated pdf<br>
file together with details of organization(s) as per picklist choice.<br>
This form should have public access.<br>
I think the workflows expressions solution could work well, but any<br>
workaround will be great too.<br>
Thanks for sacrificing your time.<br>
<br>
regards<br>
Andrew Smith<br>
<br>
On 02-10-2014 10:55, Prasad wrote:<br>
Andrew,<br>
<br>
Will any-one filling the form on website gets details of the<br>
Organization - falling under the selected category (picklist).<br>
Should the report reach customer by email?<br>
How is customer authentication handled?<br>
<br>
CONNECT WITH US ON: Twitter [2] I Facebook [3] I Blog [4] I Wiki [5]<br>
I<br>
Forums [6]I Website [7]<br>
<br>
On Thu, Oct 2, 2014 at 9:01 AM, Siam Translations LLP<br>
<<a href="mailto:info@siam-translations.com" target="_blank">info@siam-translations.com</a>> wrote:<br>
<br>
What I need is to be able to send to Customer list of organizations<br>
what meets pick list criteria. I will use PDFMaker for this purpose.<br>
The simply form should be fixed in website with use of Webforms<br>
module.<br>
<br>
If somebody fill up online form and from the pick list will chose<br>
for example industry: "Advertisement"<br>
Than he should receive report with organizations from mentioned<br>
industry only. As I said use of expressions on the pick lists will<br>
resolve problem. For above webform I using simply custom module<br>
(email, industry)<br>
Where Picklist "Industry" is shared with Organizations module<br>
picklist. Both modules related and visible in workflows.<br>
<br>
Regards<br>
Andrew Smith<br>
<br>
On 02-10-2014 10:15, Prasad wrote:<br>
Could you please give a use-case example?<br>
<br>
I was not clear about:<br>
<br>
* Customer fill the short form - where?<br>
<br>
* "should send him set of records" - where and how?<br>
<br>
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[5] I<br>
Forums [6]I Website [7]<br>
<br>
On Thu, Oct 2, 2014 at 7:42 AM, SIAM Translations<br>
<<a href="mailto:info@siam-translations.com" target="_blank">info@siam-translations.com</a>> wrote:<br>
<br>
Customer fill the short form: his email and value from pick list.<br>
<br>
On this basis CRM should send him set of records what contains<br>
chosen pick list entry. As announced before - expression conditions<br>
applied to workflows ojn pick list will resolve this basic<br>
requirement, but as this is not exist I would ask you guys if you<br>
exercised similar task with success? It might be my morning logic<br>
error but I think I tried all standard solutions and nothing<br>
popping<br>
up. Appreciate contribution :-)<br>
<br>
Regards<br>
Andrew Smith<br>
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