Workflow automation

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi,
Could anyone please advise, what is a right procedure to create workflow which updates ticket fields properties depending on it’s subject?
Right now only process which is being performed automatically is ticket creation after inbound email drops into the CRM. It there any way to set up fields automatically based on subject or description as well?

Thank you in advance! :slight_smile:

2

Hi :slight_smile:

My advice would be workflow

(This is untested)

Create a workflow

Primary module = Cases

Run = On save

Record Type = All records

Condition = See attached image

Field = Subject

In Operator you can select “Contains”

For example condition is Subject - Contains - “Test”

Action = Modify Record

Modify the status to = set status

Hope this helps