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  • Blog Post: Workflow and Web Services

    The CRM Webservices API allows the change of the data in the record or set of records being manipulated but it can't invoke the workflow behaviour to change the workflow state. You can have a Web Services call change the stage and the status fields and any other data field you want but the workflowstate...
  • Blog Post: Distinguishing Between Primary Workflow Rules in Create Scripts

    In Sage CRM it is possible to have multiple workflows created for an Entity. For example we may have one Opportunity workflow that is used by a one team for a particular type of sales opportunity and another workflow that is used for a different type of sales process. The different workflows may...
  • Blog Post: Adding Workflow Capability to a Secondary or Custom Entity

    It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the Library table as an example Add a libr_workflowid...
  • Blog Post: Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
  • Blog Post: Workflow Buttons in pages built using the .NET API

    In the first interation of the .NET API for Sage CRM 6.1 there are no in built methods to allow the display of workflow rules in the .NET built screens for a newly created custom entities. For example a new entity such as Project. You can build the workflow in the Administration screens but the rules...
  • Blog Post: Sage CRM v7.1: Changes to Communication Management may impact existing workflows and scripts

    One of the little new features introduced as part of the big enhancement of Sage CRM's Communication Management and the integration with Exchange is the some new fields; Subject (comm_subject) and Location (comm_location) have been added to the communication records to allow more complete sharing...
  • Blog Post: Customizing Progress Screens when Workflow Switched Off (Lead/Opportunity/Cases/Solutions)

    There are 4 core entities in the system that have progress tables. Lead Opportunity Cases Solutions There are default workflows provides for these entities and in most implementations of Sage CRM the powerful feature of the graphical workflow engine will be used. This is found...
  • Blog Post: A component to make marketing workflows fully editable (in versions prior to Sage CRM v7.1)

    Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability...
  • Blog Post: Building a Workflow Map Diagram that Shows Progress through Workflow

    Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...
  • Blog Post: Using a TableLevel script to Update Submitted Values

    This article has been updated 22nd May 2009 to ensure the code follows the convention introduced in Sage CRM 6.2. Imagine you have a requirement to a ensure that a particular opportunity field contains certain data as an Opportunity record is inserted. In addition this information should be partially...
  • Blog Post: Using Quick Notifications to alert users of reassigned records

    The links in this article were corrected 22nd May 2009. Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy I start trying to answer the question and look up nearly 3 hours later to find I have consumed...
  • Blog Post: Getting server side stuff client side (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission...
  • Blog Post: Adding a Workflow to a System Secondary Entity (e.g. Library or OrderQuotes)

    This post follows on from my earlier article about adding workflow capability to a secondary or custom entity. I did point out that the screens for existing system entities do not check for workflow. Therefore this technique is only useful for entities that will either wholly or partially be managed...
  • Blog Post: Simple Case Workflow Component added to Resources

    I have uploaded a very simple example Cases workflow component to the Resources area. The component was developed during the preconference training held Kota Kinabalu, Malaysia as part of Insight 2008 the Asian conference. Download the file from here: https://community.sagecrm.com/files/folders/components...
  • Blog Post: Duration in Workflow Tracking pages

    The oppo_duration field is defined in the custom_edits tables as being of Entry Type 'Minutes'. The minutes are held as the physical data type 'int' select * from custom_edits where colp_entrytype = 57 Fields of entry type 'Minutes' can be used in any entity and they have a couple...
  • Blog Post: Using ASP Pages in Workflow

    Sage CRM has a very powerful internal workflow engine. Workflow may control the processing of data from the initial insertion of the record through to its final state. The user driven aspect of workflow is created from a mixture of workflow rules and states . The states represent the arbitary resting...
  • Blog Post: Populating Default Date Field Values

    This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time DefaultType = 6; If DefaultType set to 14 then the field displays the Current Date/Time plus...
  • Blog Post: Some thoughts on Creating a Workflow on an External Table

    Something I should have written up long ago is a example I did once of creating a workflow on an external entity. In that example I created a connection to the Northwind Database and the orders table. Workflow can only work on tables inside Sage CRM. It requires the table to have a workflowid field that...
  • Blog Post: How can Sage CRM save you money?

    This article was edited on 17th June 2011 to update some of the graphics used. This article has its origin in a recent presentation I gave as part of an eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ) that took place in 2009. My focus is usually purely on communicating...
  • Blog Post: Stopping Double Clicks in Workflow Screens (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. This article was prompted by a customer requirement to prevent over-zealous users repeatedly clicking on the save button...
  • Blog Post: Musing on Key Attributes and Workflow

    Is it possible to use Key Attribute Data in workflow? Now there is a question! At first sight the answer would be no. Workflow rules are either controlled by a JScript condition or in the case of escalation rules by an SQL query. Our most obvious problem is that the nature of the Key Attribute tables...
  • Blog Post: Invoking Workflow from Self Service and Web Service (SOAP) Based Applications

    One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs. Self Service and Workflow Self Service uses the COM API and is designed for use in ASP pages....
  • Blog Post: Resetting Workflows and Jumping between Workflows

    This year at a couple of conferences I have shown a trick of moving records from one workflow to another. It is about time I wrote this up. In fact there are 2 ideas here. 1) The first is the concept of reseting a workflow. Basically this is when you have started to progress along a workflow and then...
  • Blog Post: The Workflow Rule Action - Run Stored Procedure

    The system administration guide discusses the workflow action 'run stored procedure'. This article expands on the information contained in the documentation. A workflow rule action of type 'run stored procedure' can be created very simply just like any other rule. The purpose...
  • Blog Post: How does Meta Data create a Screen?

    If we consider a screen like the Case Summary screen we can imagine it being built in a series of layers. If we consider the hyperlink http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46&T=Case We can see that the Action...