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Data transfer from entities to entites

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  • Data transfer from entities to entites

    hi, i just made the CUSTOM entities about 12 entities. everything is great here but i need a change a bit where i have to transfer the data from entities to another entities. its a requirement actually. I've been try develop about 2 months ago and seems it comes out with nothing. so it would be a pleasure if someone could help me resolve this case. please refer the picture below and i'm hoping for solution here.

  • #2
    Workflows can be used to transport data.
    peter

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    • ming
      ming commented
      Editing a comment
      can you explain more with some examples? is it extension for espocrm?

  • #3

    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

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    • ming
      ming commented
      Editing a comment
      thanks for your suggestion sir. but instead of buying the pack, is it possible by developing?

  • #4
    that no one will develop because of the function there. Surely development would be more expensive.
    With this package you get a lot for relatively little money.

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