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  • Forum Thread: Adding email in Primary Rule in opportunity creation increasing time of opportunity creation.

    I created a workflow and it worked great. Clicking save moved it right along. The people that the opportunity was assigned to wanted to have an email sent to them when a new opportunity was created for them. So I added a template that sent an email to the person assigned the opportunity. Now when...
  • Forum Thread: New Entity with Workflow and Progress table

    I need to create a primary entity with workflow. It needs to have progress table and should function like Opportunity(similar screens). Is there any related documents which will help to create the needed ASP pages, provide mapping to progress tables.
  • Forum Thread: Unlock user Issue

    Hi All, In CRM7.0 one of the user account is locked. I just Unlock that user and it was Unlocked. But when I try to logon with the unlocked username Case workflow is not working(Workflow action button's in the right side of newly created case summary page is not shown but workflow is Activated...
  • Forum Thread: Setting Specific Field Values on Opportunity (Workflow) Selection

    My issue has been that when creating a new opportunity in a workflow, it won't let me set the oppo_type to anything when the action is set up in the primary rule. At any other time in the life of the workflow I want to change the Details box oppo_type, it will let me, just not in that first Rule...
  • Forum Reply: Re: Escalation and Notification of an Approaching Due Date

    Are your targets set to Email? Here the targets are set to SMS. Administration -> Advanced Customisation -> Workflow & Escalation Configuration Cheers, HB
  • Forum Thread: Creating a New Field for Selection in Emails.

    I want to create a field that uses our users and their emails. Right now there's only a handful of fields (shown below) for each opportunity. Currently, when I create an email template I can select "--Opportunity-- Assigned To-"- or "--Company-- Account Manager--." I want to...
  • Forum Thread: Updating linked Entity in Workflow

    Hi, I have a scenario where I have created a Custom Entity called Project and the Project has linked Opportunities. The idea being that ultimately, one of the linked Opportunities will 'Win' and the others 'Lose'. I have created a workflow for my Project Entity to monitor the status...
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: Removing Global Rules After Workflow is Complete

    I have a workflow with global rules and to keep the employees from clicking on them after the Opportunity is complete, I would like to make them not visible at this last state of my workflow. How is this accomplished? (Maybe some code that says if oppo_stage = "complete", then global rule "Lost...
  • Forum Thread: Workflow for Orders

    Is there any simple way to create workflow for "Orders", like other primary entities, without using ASP pages in Sage CRM 7.0? We have a prospect looking for CRM to track their production and delivery of order in CRM. Any hint will be appreciated.
  • Forum Thread: Table script vs workflow

    Hello, I'm asking for some advice about what's better approach. Recently we made for a customer a table script simply to create a communication bound to a new case, so as the case is created, an appointment is also created for the user. While this only took 10 or 12 lines of code, should we...
  • Forum Thread: Auto Fill Date Overwriting Inputted Date

    CRM 6.2.i When the user enters the date in a field upon opportunity creation, it is saved as such. To hasten the progress of an opportunity, in the rule where it prompts for this field, I added the auto-date code as follows in the CreateScript var mydate = new Date(); mydate.setDate(mydate...
  • Forum Thread: Notif Mail on Create

    Wise in how CRM can customize workflows that trigger the creation of a record of an entity to send an email
  • Forum Reply: Re: Option to make the currency drop down list for a currency field readonly when Multicurrency is enabled in CRM

    We were not able to get this to work correctly. Although the field was indeed disabled with the default currency set, when the record was saved, the currency field did not display a value, it showed 'Currency not set'. Our workaround was to leave the currency dropdown enabled and remove the...
  • Forum Thread: How to enable new workflow

    Hello all, Could somebody tell me how to enable the newly created lead workflow and disable the old workflow ? I went through the workflow configuration and escalation and could not find the list of the workflows ! Your help is highly appreciated. Regards, Kanna456.
  • Forum Thread: Copy Workflow

    Hi, Is there a script or some method of copying a workflow? I want to make a copy of a workflow and work on the copy.. That way I can have a backup workflow that I can re-activate if the new one does not work. It is a very large workflow and I dont want to have to recreate it again.
  • Forum Thread: Integrate CRM with ERP

    Hi, One of our client needs to integrate CRM with ERP in case workflow action. At any one of the workflow stage they wants to open ERP login page and raise 'Purchase orders' or any other transactions. For this I create one URL data type field and insert in that stage, but there is no link available...
  • Forum Thread: Linking CRM appointments to Outlook calendars in a public folder.

    My service department creates Tech appointments in a public calendar in Outlook, and anyone in the company can see the schedule. The only problem is when a company calls on the status of that appointment, there's no way to search the day's appointments for that company unless you click on every...
  • Forum Thread: Assign oppo_assigneduserid using OnChange Script

    In a workflow I need to assign a different userid to oppo_assigneduserid, depending on the value of oppo_priority (but the user still should be able to change the assigned user manualy). My OnChange Script for oppo_priority (I know - should be using CASE ...) This is in User Content with window...
  • Forum Thread: Workflow buttons not appearing after enabling the workflow for a custom entity

    Use the technique mentioned in the following article, https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx I enabled the workflow for a custom entity. But the workflow buttons are not appearing...
  • Forum Thread: Workflow simple question

    Just wanted to know how to accomplish a simple goal. I've got custom entity PROJECT. A project has a status field and the goal here is, as soon as a project is marked as COMPLETE, a given CRM person receives a notification about, so he can go ahead and create pending invoices for the project. I assume...
  • Forum Thread: Hi all

    hi, my problem is when create secondary entity the workflow didn't display i am do every thing like passing parameter and add field workflow id ......................etc https://community.sagecrm.com/user_community/f/84/p/4582/10862.aspx https://community.sagecrm.com/partner_community...
  • Forum Thread: How to custom workflow to send mail to customer when create new case ?

    Hello everyone. Could anybody tell how to create a Rule in workflow that able to send mail to customer by the people we selected when we create case ? e.g : i create a case for Company A with person name Mr.A that i already created. after finish creating i wanna send a confirmation mail to Mr.A and CC...
  • Forum Thread: Escalation and Notification of an Approaching Due Date

    I want to create an escalation rule that will take the date field oppo_date and if it's 3 days or less until that date to notify the assigned user. A few conditions: oppo_status is not complete (so it doesn't bring back finished oppportunities). oppo_opened must be with 1/1/12 or newer...
  • Forum Thread: SMS to Person - is it supposed to work?

    Hail the Herbalists! Can Sage CRM be made to send an SMS to a person from a workflow rule? The workflow rules include a 'Send SMS Message' action and mine looks like this: The mobile phone number is hard coded for testing purposes. The rule is a global rule and when I click the rule...