Hi there y’all
I’m trying to set up my first workflow in SuiteCRM which would duplicate an invoice.
I’ve set up two conditions, and they are met, and the workflow is fired. Emails are sent out automatically upon workflow action (due to the new record being assigned to myself). So no problem there.
The thing I don’t understand is how to save the line items and groups from the original invoice into the newly created invoice record.
Can someone please give me some pointers?
Hi,
As far as I know, This is not something that is possible out of the box with SuiteCRM.
At the moment, Conditions can run on the related Line Items, but not the “Create Record” Action.
If you wanted this, you would have to make some customizations and do some custom work to the way that the Line Items Functionality works
However, if you feel that its a bug, feel free to raise it on our Github Repository: https://github.com/salesagility/SuiteCRM/issues
Thanks John for your response.
That’s a bummer. I’m pretty sure it’s beyond me to make such customizations relying on relationships, etc.
I’m assuming I would have to leave the workflow module aside for this and define the entire workflow via logic-hooks etc.?
I woulld’t call this a bug, but I’ve posted an issue on Github (as enhancement).