button for status change and automatic creation of an account

[chabaud_lelia]

Hello everyone !

1)
I noticed that on the top of my tasks, I have 2 buttons: [follow] and [complete] that I can click on to respectively follow the task and state it as "ended".
In my opportunities I only have the button [follow].
I would want to add a button [validated] in order to state the opportunity as "validated" once clicked thus I don't need to edit the opportunity and change the status for it to become "validated".

2)
I would want to make automatic the creation of an account related to the opportunity once the above [validated] button is clicked.
For now, once I validated through edition mode the opportunity, I go in accounts and create a new account in which I have a link to opportunities, I select the opportunity and it makes all the data appearing in read only mode. I would want not to have to select the opportunity through the link in the new account but rather that the validation of the opportunity through the top button [validated] automatically generate a new account.

Do you know if these two things are possible and how to do them?
Thank you in advance

[esforim]

For your question one, how is your coding skill chabaud_lelia ? There is a couple of thread talking about button (I have yet to succeed).

As for your 2 it probably doable through workflow and a bit more complex using formula. https://docs.espocrm.com/administrat.../#recordcreate
A combination of "if Status = Validated, then record\create"

[chabaud_lelia]

Thanks for you reply ! At the end I don't think I'm gonna tuch the code so I'll only create the automation for account creation and I'll try to make automatic the validation of the opportunity under some conditions thus I don't need to change the status.
Thank you again

[esforim]

Once I figure out how to do button (be a long way away) I will report back.