{"id":13625,"date":"2016-12-29T05:32:32","date_gmt":"2016-12-29T05:32:32","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13625"},"modified":"2022-02-02T10:57:06","modified_gmt":"2022-02-02T10:57:06","slug":"enable-workflow-against-quotes-entity-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/","title":{"rendered":"Enable Workflow against Quotes entity in Sage CRM"},"content":{"rendered":"

As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff.
\nhttps:\/\/community.sagecrm.com\/partner_community\/b\/hints_tips_and_tricks\/archive\/2007\/12\/23\/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx<\/a>
\nWell, one of our client came with a requirement that, he has some business process which revolves around Quote entity. So we need to incorporate by enabling workflow. For this, we moved to Administration | Advanced Customization | Workflow<\/strong> and created Quotes Workflow<\/strong>. Then at the time of creating workflow rules we came to know that, Quotes Table<\/strong> is not available in the Table selection as displayed in below screenshot.
\nNew Stuff: <\/strong>Company and Person Tagging in Email In and Out communications<\/a>
\n\"Quote1\"<\/a>
\nSo, to enable the same we followed below steps:
\n1. Updated the metadata table “Custom_SysParams” with the help of below query.
\nupdate Custom_SysParams set parm_value=’Y’ where Parm_Name=’AllowWorkflowForQA’<\/em>
\n2. Gave metadata refresh by navigating to Administration -> System -> Metadata.
\nAfter following above steps, we were able to select Quotes table option from Table Selection<\/strong> field as displayed in below screenshot.
\n\"Quote2\"<\/a>
\nNow, you can create the required rules and the workflow will be available on the Quotes Summary screen.
\nAlso Read:<\/strong>
\n1. How to enable Quotes & Orders tab against Opportunity?<\/a>
\n2. Calculate CST for Quotes through Sage CRM<\/a>
\n3. Clone Quotes and Orders in Sage CRM<\/a>
\n4. Enable Workflow Capability to an existing Entity<\/a>
\n5. Workflow Action Screen Customization using Client side scripting<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https:\/\/community.sagecrm.com\/partner_community\/b\/hints_tips_and_tricks\/archive\/2007\/12\/23\/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[127,332,438],"tags":[1859],"class_list":["post-13625","post","type-post","status-publish","format-standard","hentry","category-dropdown","category-sage-crm","category-worklfow","tag-quote"],"yoast_head":"\nEnable Workflow against Quotes entity in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable Workflow against Quotes entity in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https:\/\/community.sagecrm.com\/partner_community\/b\/hints_tips_and_tricks\/archive\/2007\/12\/23\/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-12-29T05:32:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-02T10:57:06+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/12\/Quote1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/\",\"name\":\"Enable Workflow against Quotes entity in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/12\/Quote1.jpg\",\"datePublished\":\"2016-12-29T05:32:32+00:00\",\"dateModified\":\"2022-02-02T10:57:06+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/12\/Quote1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/12\/Quote1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/29\/enable-workflow-against-quotes-entity-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enable Workflow against Quotes entity in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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