So, there must be something wrong with the way I define the workflow in step 2, especially the two relationships at the bottom. As a matter of interest, I tried so many combinations of relationships over a period of 5 hours that I’m no fed up with not having any success. Please help.
I’m not sure there is code in place to do that - apply a template when the project is being created programatically. Sure, you can fill in the field that stores the name of the template, but my guess is that the code to actually do the application of the template is simply never called, when this is triggered from a Workflow.
Are you ok with PHP? You get more control from a Logic Hook. Although I am not sure how this would be done from PHP either, i am just guessing it might be possible.
I have next to no development skill, especially PHP. I’m more of a business power user on Linux and a bit of Python.
However, having said that, I can help myself getting around and understanding coding to some extent. So I’ll be very grateful for some guidance in this regard. This feature is a make or brake for us. If we cannot get this to work then I fear it’s “farewell” SuiteCRM. I’ll do whatever I can possibly manage to get it to work.
Shall I begin with reading up on Logic Hooks or amending the controller?