Tag Archives: workflow

Update fields of one entity using workflow of another

Workflow in Sage CRM is one of the best functionalities to have not only for a visual description of a Business process but also to set up predefined rules and actions to suit the business process. In a scenario where the client wanted to update a field comp_type in Company based on the Workflow rule… Read More »

Workflow for Secondary Entity

Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Using the above link we were able to enable the workflow for the Secondary… Read More »

Edit E-mail before sending it through workflow

There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved. We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom primary… Read More »

Want to Go Back to the Previous Workflow Stage?

Progressed workflow by Mistake? Want to go back to the Previous Stage? Standard SageCRM functionality does not allow us to go back to the previous stage of the workflow once proceeded. We have designed an out of box functionality that will add a new stage in workflow and by clicking on that; user can go… Read More »