Set Workflow for Quotes and Orders in Sage CRM

By | January 28, 2022

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have created an opportunity and they want to assign it to Research and Development team then they can do the same with the help of workflow rule. Also, they can keep the track of the project with the help of tracking tab. We can also send On Screen Notification or Email Notification to the corresponding user with the help of workflow actions.

New Stuff: On-Screen Notification error in Sage CRM

Workflow in Sage CRM basically consists of States, Rules and Actions. Below is the short description for the same.

State: A State is a current resting place for a record in the workflow process. Based on the current state, user can sees the nest set of rules defined in the business process.

Rule: A Rule determines the actions that needs to be performed on the record for a specific state and move the record to another state.

Action: An Action is the execution of rule when the conditions are met to validate the rule. There are different types of actions can be performed on one rule i.e. Set Column Value, Create Follow up task, Document merge, send an email or SMS, execute SQL statement etc.

In Sage CRM, by default workflows are set for primary entities. Whereas we can define workflow for secondary and custom entities also. We can also restrict the workflow rules visibility to a particular team or user with the help of “Javascript condition” available at the rule. There are different types of rules available in Sage CRM as below.

Primary Rule: As the name depicts, it is the primary or first rule available in the workflow process.

Transition Rule: This rule is used to connect one state to another in the process. These rules are displayed as workflow action buttons to the user.

Conditional Rule: This rule consist of 2 set of actions. One is executed when JavaScript condition is true and other is executed when JavaScript condition is false.

Escalation Rule: This rule is used to add actions that occur when certain conditions are met.

Global Rule: This rule is used to display actions that are always available to the user.

In our below blog, we have explained how to enable workflow for Quotes and Orders entity –
Enable Workflow against Quotes entity in Sage CRM

In the latest versions of CRM, to enable the workflow for Quotes and Orders entity if we follow the steps mentioned in the above blog then the workflow is not visible. After execution the SQL queries in SQL, we gave metadata refresh and IIS reset also. But, still unable to view the workflow. After lots of RnD, we came to know that in latest CRM versions, to enable workflow for Quotes and Orders we have to execute some extra queries in SQL. Below are the queries for the same.

  1. To enable workflow for Quotes entity, execute below query in SQL.
    Update Custom_SysParams set Parm_Value=’Y’ where Parm_Name=’Workflowquotes’
  2. To enable workflow for Orders entity, execute below query in SQL.
    Update Custom_SysParams set Parm_Value=’Y’ where Parm_Name=’Workfloworders’

    By executing the above queries, workflow for Quotes and Orders can be visible in latest version of CRM. In this way, implementers will be able to design a process flow at the Quotes and Orders entity as well.

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