Hello,
I have a workflow that creates a new contract “renewal” opportunity every time a contract is created in the system. However, I need to give a meaningful title to this new opportunity by appending the word “renewal” to the contracts name. For example: Contract name = Yearly license. Generated opportunity’s name: Yearly license renewal.
I tried to use calculated fields but they appear to have an effect only on the original contract record, not the generated one. I would like to avoid adding a calculated field workflow to the opportunity itself if possible.
Any ideas welcome!
Thanks
Jim
In SuiteCRM, if you want some modification on auto generated opportunities record through workflow then follow below code.
File Path: modules/AOW_Actions/actions/actionCreateRecord.php
Update below code on set_record function in actionCreateRecord.php file
Show below screenshot of workflow setup,
Now create one new contract with name “Yearly license” in crm after save record it will auto generate opportunity record with updated name “Yearly license renewal”.
Hello Jessica,
Thanks for your reply! Appreciated.
So, this PHP change would affect all workflow created records, right? And all their text fields, not only the title.
The way I have solved this is:
1 - Through Studio create a field in the opportunity module that you won’t be displaying on any of the screens. I called mine wf_hid_calc_field. (I added this to all modules)
2 - Calculate the title you want is the first step before the “create record” action using this field.
3 - In the create record action you use this field as the subject/description/…
You can use this field multiple times within a workflow without impacting the various steps. For certain types of opportunities I generate multiple records (Meeting, Quote, Task) when the opportunity is created. I have a Calculate action before each create record action in the workflow.
