Hello
Scenario : I defined a filed SCORE for Account.
Goal : When i create a new quote need to CRM calculate the discount percentage based on Account Score ( Integer value )
Question : Is it possible with Workflow? How?
Regards,
Mehran
I think that you could achieve it with a Logic Hook.
However, you may also be able to do it with a Workflow.
It all depends on what you want to do and what are the conditions, constraints and triggers to your calculation.
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Hello
Goal is what i describe in top, Is there any good tutorial for Workflow in SuiteCRM? The wiki is not technical.
Sorry but the description you provided lacks of the necessary details to decide which method is more suited.
For example:
. what happens if the opportunity is modified after it was created?
. type of custom field you have used
. when do you want the calculation to occur (eg: while editing the opportunity; right after saving the opportunity; at night; …)
. missing details of the parameters and the calculation itself (I say this because it may be possible to achieve what you want by just using a Dynamic field, for example, or inject a javascript snippet in your edit view of the opportunity)
. …
Additionally you should know that any solution you will adopt may not be complete (for example: the calculation may not be updated if you use inline editing; or, if you set a workflow to run multiple times to keep updating opportunities, there may be an unnecessary over usage of system resources).