Visit Sage CRM Main Website
About Sage CRM
Browse By Tags
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...
26 Nov 2012
Controlling Workflow Availability
Imagine a system where you may want to ensure that your users do not create any new support cases for a company that has had their status changed to "On Hold". The ideas discussed here would also apply to any record created as a child of a company or a person. In your own systems you may have...
8 Mar 2008
How do I distinguish between contexts (in workflow)?
When you are in the context of an Opportunity, then you are also in the context of a Company and Person. You can see this clearly in the screen shot below. It is easy to test for general context in CreateScripts, Validate scripts and Tablelevel scripts because you can use: [code language...
4 Oct 2016
© The Sage Group plc 2019
All Rights Reserved