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  • Forum Thread: CRM Workflow JavaScript

    Trying to stop a rule from being accessible more than once so tried a rule similar to this however it doesn't seem to show the rule at any point. var LeadId = CRM . GetContextInfo ( "Opportunity" , "Oppo_LeadId" ); if ( LeadId == "2" ){ Hidden = false ; } else...
  • Forum Thread: how to copy value of territory field in summary tab to another tab(case, opportunity, people,....) in company screen

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary Screen i have Territory Value: Worldwide(or...
  • Forum Thread: Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

    I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined. The Display Field for Amendment is a date. What I would...
  • Forum Thread: Create multiple orders from an opportunity in Sage CRM 2017

    Hi I am trying to create several orders and associated order items programmatically from an opportunity in Sage CRM 2017 using a workflow rule. I am aware that there is the workflow rule action Execute SQL Statement. With this workflow rule action, how do I return the id of the created order so that...
  • Forum Thread: Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a javascript condition but it then doesn't achieve...
  • Forum Thread: Sage CRM green Add Button

    Hello, I have a custom entity (inspection), with workflow. I'm having trouble remembering or finding how to update the green New dropdown to show the workflow, instead of the default entity creation link without workflow. When I'm on the inspection list page, it shows the "New Inspection"...