This component when installed will implement a new Company Workflow. This has been tested with Sage CRM 2018 R1.


It gives examples of the following business rules and techniques:

1) Changes to comp_slaid will be recorded as a note record.
2) Changes to the comp_slaid can only be made once a communication is recorded that the SLA has been agreed with the customer.
3) Changes to comp_type comp_status and comp_primaryuserid will also be recorded as a note record.
4) Automatic creation of a task.
5) Use of JavaScript condition to determine whether workflow actions should be available.
6) Use of the workflow action type 'Execute SQL' to insert record in notes table.
7) JavaScript condition that links activity on a task to the company workflow.