New - Revision history

Sagecrmw at 10:21, 17 September 2025

2025-09-17T10:21:32Z

← Older revision		Revision as of 11:21, 17 September 2025
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	[[File:new3.jpg]]		[[File:new3.jpg]]

	and person screens		and person screens (list)

	[[File:new4.jpg]]		[[File:new4.jpg]]

	The screen on this uses the first 2 columns only on the company/person officeintsmall screen in Sage CRM		The screen (list) on this uses the first 2 columns only on the company/person officeintsmall screen in Sage CRM
	-----		-----
	Field Mappings		Field Mappings

2025-09-17T10:19:33Z

← Older revision		Revision as of 11:19, 17 September 2025
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	[[File:new4.jpg]]		[[File:new4.jpg]]

			The screen on this uses the first 2 columns only on the company/person officeintsmall screen in Sage CRM
	-----		-----
	Field Mappings		Field Mappings

2025-09-10T20:28:10Z

← Older revision		Revision as of 21:28, 10 September 2025
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	where WkRl_RuleType='Pre' and WkRl_Enabled='Y'		where WkRl_RuleType='Pre' and WkRl_Enabled='Y'
	and WkRl_Entity='opportunity')		and WkRl_Entity='opportunity')

			* WkRl_RuleType='Pre' is the db value for a Transition Rule.
			* WkRl_RuleType='New' is the db value for a Primary Rule.

	This gives the workflows that we then fetch the entry "state" for		This gives the workflows that we then fetch the entry "state" for
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	c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?		c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?

			d. Is the"Start" (or first) state marked as an Entry State? - it should be

	[[File:workflowchecklist.png]]		[[File:workflowchecklist.png]]

2025-04-02T19:24:45Z

← Older revision		Revision as of 20:24, 2 April 2025
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	DefaultValue={text: qterr("terr_caption"), value: __pid}		DefaultValue={text: qterr("terr_caption"), value: __pid}

			4. Currency fields

			DefaultValue={currency: "1", amount: 0}

	-----		-----

2025-03-13T13:50:44Z

← Older revision		Revision as of 14:50, 13 March 2025
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	[[File:New Person Address Picker II.png]]		[[File:New Person Address Picker II.png]]

			----

			In API version 5.2.4.5

			Custom scripts for workflows.

			[[File:workflowscript.png]]

			This allows you to set a default workflow item (if more than one) for user based on the users team or Id.

			Objects and methods exposed are

			* user (object) - Properties are (user_userid,user_per_todo,user_primarychannelid,user_department,user_logon,user_lastNameuser_firstName);
			* team (string) - Primary team name (Chan_Description value)
			* value (object) - default value
			* options (object array) -

			The value (and each object in array) is in the format

			{"text":"Some workflow desc","value":123}

			* setValue (method) - allows you update the "value"

			EG where a user is in a certain team we set the value to be the second workflow.

			if (user.user_primarychannelid=="1")
			setValue(options[1]);

			[[File:editworkflowscript.png]]

2025-01-30T14:04:39Z

← Older revision		Revision as of 15:04, 30 January 2025
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	a. CasesOfficeIntSmall = The screen to use		a. CasesOfficeIntSmall = The screen to use

	b. Second Case workflow = The workflow to use		b. Second Case workflow = The workflow to use

	c. Logged II = The state to set it to		c. Logged II = The state to set it to

	d. cases = The entity name		d. cases = The entity name

	e. red = The icon colour		e. red = The icon colour

	f. mdi-view-grid-plus = The icon to use		f. mdi-view-grid-plus = The icon to use

2025-01-30T14:03:08Z

← Older revision		Revision as of 15:03, 30 January 2025
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	To add an item you set the values as follows		To add an item you set the values as follows

	Caption=Simple Case Caption		- Caption=Simple Case Caption
	Action=Customurl
	SQL=CasesOfficeIntSmall#Second Case workflow#Logged II#cases#red#mdi-view-grid-plus		- Action=Customurl

			- SQL=CasesOfficeIntSmall#Second Case workflow#Logged II#cases#red#mdi-view-grid-plus

	The key value here is the SQL value and this is delimited by a # character		The key value here is the SQL value and this is delimited by a # character

2024-12-04T14:09:03Z

← Older revision		Revision as of 15:09, 4 December 2024
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	a. Is the workflow enabled		a. Is the workflow enabled

	b. Is there a "Primary Rule" on the workflow?		b. Is there a "Primary Rule" on the workflow?

	c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?		c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?

2024-12-04T14:08:29Z

← Older revision		Revision as of 15:08, 4 December 2024
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	[[File:workflowsection.png]]		[[File:workflowsection.png]]

			WORKFLOW TROUBLE SHOOT

			If the workflow section is not showing in the NEW screen check the following:

			a. Is the workflow enabled
			b. Is there a "Primary Rule" on the workflow?
			c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?

			[[File:workflowchecklist.png]]

	----		----

2024-06-24T15:35:20Z

← Older revision		Revision as of 16:35, 24 June 2024
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	lead_personemail=from email address		lead_personemail=from email address

			Note: If you do not want a value set you can add in the code

			DefaultValue=" ";

			into the "Create Script" of the field.
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