workflow – Page 7 – knowledgebase JJ

Make A Field In Custom Record Globally Searchable

Requirement – created a custom record by not including the standard Name field. Created a custom field in that record for storing names. The standard Name field is not included as the name is not mandatory for the custom record and the standard Name field is mandatory if included. But the custom field for storing… Continue reading Make A Field In Custom Record Globally Searchable

Automatically Create Child Custom Record

Requirement – Create a child custom record upon the creation of a parent record. There is a custom child record in the Item record. And whenever an item record is created a child record should be created automatically in the same name as the parent Item. Solution – We have put a workflow in the… Continue reading Automatically Create Child Custom Record

Total Cost Workflow in Zorro

Workflow for Prevent edit of approved Journals

Prevent the users to edit the already approved journals

Workflow for password resetting

Project: THR-354Add a custom checkbox to the customer record.Create a workflow . In the workflow check if the custom checkbox created is checked. If checked then check the give access Checkbox in the Access subtab of customer record. Then also check the Manually assign or reset password and set a test password. After that send… Continue reading Workflow for password resetting

Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.

Create a Custom Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label = (Example: Private Customer) Type = Checkbox Store Value = checked Applies to = Customer Click View Create the workflow Navigate to Customization > Workflow > Workflows > New Set the following: Name = Restrict View Sub Types = Lead, Prospect, Customer Release Status = Released Keep Instance and History = Always Enable Logging = Checked Release Status = Released Keep Instance… Continue reading Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.

how to create workflow to send email upon order creation from webstore

Created a work flow and give the basic details name,idSelect record type as transaction and sub type as sales order.Here we want to set context as webstore then this work flow triggered only when an order created from webstore. Work flow action we can give condition here. Here we give condition for customers from Australian… Continue reading how to create workflow to send email upon order creation from webstore

Add Dropdown Options to Tittle field of Task Record

JIRA: PCIC-772 Scenario: Client wants to add dropdown options in the Tittle Field of the New Task po-pup window. Solution: NS does not allow changing the field type of the standard field ‘Task Title’ and the standard ‘Tittle’ field should have to filed with any value for saving the record. So that, we have to… Continue reading Add Dropdown Options to Tittle field of Task Record

Tag: workflow