Workflow Non-Static Fields

Where can I find documentation on how to ā€œbuildā€ a value for a workflow action?

I would like to find full documentationā€¦ but the case in hand is trying to Set the ā€œNameā€ of the record to the ā€œNameā€ of the related record ā€œUserā€ and some text concatenated " Vacation".

I saw one example where they said we could say something like now - 8 hoursā€¦ but without documentation, I donā€™t know what the possibilities are.

https://suitecrm.com/index.php?option=com_kunena&view=topic&catid=4&id=2007&Itemid=1136#8675

Thanks,
Drew

Hi Drew,

This would require custom coding and is not something available in the out-of-the-box workflow.

Thanks,

Will.

Iā€™m posting this here for my own benefit as much as othersā€¦ because I need to get back to this file to make the required edits. This seems so needed that Iā€™m wondering, however, if someone else already has code that does this.

Iā€™m going to need to edit /public_html/avant/modules/AOW_Actions/actions/actionCreateRecord.php.

The function ā€˜set_recordā€™ simply need some way to know that I want to set the value to a value in another field rather than a constantā€¦ I then will make it smart enough to concatenate it in some way. Iā€™m not sure if Iā€™ll do something simple like a ā€˜+ā€™, or if Iā€™ll make it able to process PHP code which would be a really nice :slight_smile: something like ā€˜field1.field2ā€™ or functions like all caps, proper case, etc.

function set_record(SugarBean $record, SugarBean $bean, $params = array(), $in_save = false){
        global $app_list_strings, $timedate;

        $record_vardefs = $record->getFieldDefinitions();

        if(isset($params['field'])){
            foreach($params['field'] as $key => $field){

                if($field == '') continue;

                switch($params['value_type'][$key]) {
                    case 'Field':
                        if($params['value'][$key] == '') continue;
                        $data = $bean->field_defs[$params['value'][$key]];

                        if($data['type'] == 'relate' && isset($data['id_name'])) {
                            $params['value'][$key] = $data['id_name'];
                        }
                        $value = $bean->$params['value'][$key];
                        break;
                    case 'Date':
                        $dformat = 'Y-m-d H:i:s';
                        if($record_vardefs[$field]['type'] == 'date') $dformat = 'Y-m-d';
                        switch($params['value'][$key][3]) {
                            case 'business_hours';
                                if(file_exists('modules/AOBH_BusinessHours/AOBH_BusinessHours.php')){
                                    require_once('modules/AOBH_BusinessHours/AOBH_BusinessHours.php');

                                    $businessHours = new AOBH_BusinessHours();

                                    $dateToUse = $params['value'][$key][0];
                                    $sign = $params['value'][$key][1];
                                    $amount = $params['value'][$key][2];

                                    if($sign != "plus"){
                                        $amount = 0-$amount;
                                    }
                                    if($dateToUse == "now"){
                                        $value = $businessHours->addBusinessHours($amount);
                                    }else if($dateToUse == "field"){
                                        $dateToUse = $params['field'][$key];
                                        $value = $businessHours->addBusinessHours($amount, $timedate->fromDb($bean->$dateToUse));
                                    }else{
                                        $value = $businessHours->addBusinessHours($amount, $timedate->fromDb($bean->$dateToUse));
                                    }
                                    $value = $timedate->asDb( $value );
                                    break;
                                }
                                $params['value'][$key][3] = 'hours';
                            //No business hours module found - fall through.
                            default:
                                if($params['value'][$key][0] == 'now'){
                                    $date = gmdate($dformat);
                                } else if($params['value'][$key][0] == 'field'){
                                    $date = $record->fetched_row[$params['field'][$key]];
                                } else {
                                    $date = $bean->fetched_row[$params['value'][$key][0]];
                                }

                                if($params['value'][$key][1] != 'now'){
                                    $value = date($dformat, strtotime($date . ' '.$app_list_strings['aow_date_operator'][$params['value'][$key][1]].$params['value'][$key][2].' '.$params['value'][$key][3]));
                                } else {
                                    $value = date($dformat, strtotime($date));
                                }
                                break;
                        }
                        break;
                    Case 'Round_Robin':
                    Case 'Least_Busy':
                    Case 'Random':
                        switch($params['value'][$key][0]) {
                            Case 'security_group':
                                if(file_exists('modules/SecurityGroups/SecurityGroup.php')){
                                    require_once('modules/SecurityGroups/SecurityGroup.php');
                                    $security_group = new SecurityGroup();
                                    $security_group->retrieve($params['value'][$key][1]);
                                    $group_users = $security_group->get_linked_beans( 'users','User');
                                    $users = array();
                                    $r_users = array();
                                    if($params['value'][$key][2] != ''){
                                        require_once('modules/ACLRoles/ACLRole.php');
                                        $role = new ACLRole();
                                        $role->retrieve($params['value'][$key][2]);
                                        $role_users = $role->get_linked_beans( 'users','User');
                                        foreach($role_users as $role_user){
                                            $r_users[$role_user->id] = $role_user->name;
                                        }
                                    }
                                    foreach($group_users as $group_user){
                                        if($params['value'][$key][2] != '' && !isset($r_users[$group_user->id])){
                                            continue;
                                        }
                                        $users[$group_user->id] = $group_user->name;
                                    }
                                    break;
                                }
                            //No Security Group module found - fall through.
                            Case 'role':
                                require_once('modules/ACLRoles/ACLRole.php');
                                $role = new ACLRole();
                                $role->retrieve($params['value'][$key][2]);
                                $role_users = $role->get_linked_beans( 'users','User');
                                $users = array();
                                foreach($role_users as $role_user){
                                    $users[$role_user->id] = $role_user->name;
                                }
                                break;
                            Case 'all':
                            default:
                                $users = get_user_array(false);
                                break;
                        }

                        // format the users array
                        $users = array_values(array_flip($users));

                        if(empty($users)){
                            $value = '';
                        }else if (sizeof($users) == 1) {
                            $value = $users[0];
                        } else {
                            switch($params['value_type'][$key]) {
                                Case 'Round_Robin':
                                    $value = getRoundRobinUser($users, $this->id);
                                    break;
                                Case 'Least_Busy':
                                    $user_id = 'assigned_user_id';
                                    if(isset($record_vardefs[$field]['id_name']) && $record_vardefs[$field]['id_name'] != ''){
                                        $user_id = $record_vardefs[$field]['id_name'];
                                    }
                                    $value = getLeastBusyUser($users, $user_id, $record);
                                    break;
                                Case 'Random':
                                default:
                                    shuffle($users);
                                    $value = $users[0];
                                    break;
                            }
                        }
                        setLastUser($value, $this->id);

                        break;
                    case 'Value':
                    default:
                        $value = $params['value'][$key];
                        break;
                }

                if($record_vardefs[$field]['type'] == 'relate' && isset($record_vardefs[$field]['id_name'])) {
                    $field = $record_vardefs[$field]['id_name'];
                }
                $record->$field = $value;
            }
        }

        $bean_processed = isset($record->processed) ? $record->processed : false;

        if($in_save){
            global $current_user;
            $record->processed = true;
            $check_notify = $record->assigned_user_id != $current_user->id && $record->assigned_user_id != $record->fetched_row['assigned_user_id'];
        }
        else $check_notify = $record->assigned_user_id != $record->fetched_row['assigned_user_id'];

        $record->process_save_dates =false;
        $record->new_with_id = false;

        $record->save($check_notify);

        $record->processed = $bean_processed;
    }

sieberta