Workflow Actions

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hello Guys

I am just starting to use the workflow inside Suite - Im a rookie with this module

The workflow I am trying to action is

Lead status is changed to “Assigned” - Workflow - Create a Student record (Custom Module) with all the same information on the lead being transferred over

In this example

Lead

First name - Last Name & Date of Birth

Status changed - Assigned

Workflow

Create Student record with the same info

The problem I am having is the workflow isn’t doing anything! :slight_smile: It probably is something I am not doing correctly

Please see image attached to show what I have put into the workflow module

Any help/Advise would be great!

Thanks guys

2

Are there any “How to guides” or step by steps for this module?

Cheers

3

Hi Taufique,

Have you set up the cron job on your server/is the ‘Run AOW Workflow’ Scheduled job active/running?

Thanks,

Will.

1 Like
4

Will check now

Thanks!

5

Yes! This was the thing standing in my way

Thanks again Will