Hello there,
I am currently working on a project that involves customizing workflows in SuiteCRM, and I could use some guidance. Mainly, I am trying to create a workflow that triggers when a certain field is updated, and then performs actions based on the updated field value.
When the “Status” field is updated on a record.
Conditions:
If the “Status” is set to “Closed,” send an email notification to the assigned user.
If the “Status” is set to “Pending,” update the “Due Date” field to a specific date.
Actions:
Send an email notification to the assigned user.
Update the “Due Date” field to a specific date.
I have looked into the SuiteCRM documentation and tried to create the workflow using the Workflow module, but I am having trouble setting up the conditions and actions correctly.
Could someone please provide me with a step-by-step guide or some examples on how to achieve this?
Also, I have gone through this: https://community.suitecrm.com/t/workflow-custom-module/72254devops which definitely helped me out a lot.
Any help or pointers in the right direction would be greatly appreciated.
Thank you in advance for your assistance and help.