creating a workflow

šŸ’¬ General Discussion
1

I am using Suite CRM 7.1.1 Version
I have some problems with creating a workflow.
Is it possible when a case is created then automatically to be created a meeting for that case in the calendar?
What are the necessary steps to follow?

Thankā€™s

2

Hi there,

You would simply create a workflow on the Cases module and then add an action to create a meeting record. By default, the ā€˜Relate to workflow moduleā€™ should be ticked. If not, check this. This will relate the meeting to the case. Now all you need to do is create a case, and a meeting will be created related to the case.

You can add fields in the create meeting action to specify names/subjects/times etc.

Thanks,

Will.

3

Hi Will,

I am creating a workflow that triggers on an incoming email that comes to a particular email address and contains ā€œ% - Web Ledā€ in the subject. I then want to send an email to the sender and create a new Lead.

Problem 1: Creating a Condition
Module> Email
Field> Subject
Operator> {Only options are Equal to & Not Equal To} # What about a Contains option or equivalent?
Type> Value
Value> # What character can I use as a Wildcard if no Contains equivalent exists at present?

Problem 2: How do I select the senders email address and set that as the Leadā€™s email address?

Problem 3: Is it possible get the value for a field by calling a custom function sending the body of the email?

Thanks,
Valdi

4

Hi there,

This is not currently possible using SuiteCRM/AOW as contains is not yet a condition to trigger on.

Thanks,

Will.

5

I would like to comment that a ā€œcontainsā€ or allowed use of a wildcard in the box would be really nice for Workflow Conditions.

Another request is that we can specify that an email should not be archived that is sent by Workflow. In SplendidCRM an ā€œemailā€ is archived and a ā€œnotificationā€ is not. Notification is specified in the workflow actions, not in the email template in that example.