Workflow or BPM does not execute on Importing data

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  • murugappan
    Active Community Member
    • Aug 2017
    • 467

    Workflow or BPM does not execute on Importing data

    Hi,

    I am having problem with both workflow and BPM when importing data. What i am trying to do is to calculate another field and update after importing the data for the entity. The import seems to work fine but the calculation and update of another field does not seem to work as defined in the workflow/BPM which is triggered on save or create.

    Does workflow or bpm execute on importing data? Please help.
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #2
    As far i remember, hooks works with imported records, so i assume that workflows also. Did you created trigger as "After create"? And do you have any processes created?

    Comment

    • murugappan
      Active Community Member
      • Aug 2017
      • 467

      #3
      Hi emillod ,

      Thank you so much for responding.

      Allow me tell you want i am doing.

      (1) I defined an entity called "menuitem" - See Screenshot1
      (2) As the "name" field to be unique for each "menuitem" i made this field to be calculated by combining the "App Name", "Sequence Number" and "Menu Name" fields. See Screenshot2
      (3) I tested this be creating the data manually (data input) and it works fine.
      (4) I created a formula for the entity and it worked fine during import
      (5) I created a process as per screenshot3, screenshot4 and screenshot5 but it failed.

      Appreciate your help.
      Attached Files

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      • yuri
        Member
        • Mar 2014
        • 8467

        #4
        When you import, on the first step, there's a checkbox "Silent Mode". Try to uncheck it. It by-passes workflows.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment


        • murugappan
          murugappan commented
          Editing a comment
          yuri sorry for the late reply because i managed to get it working by using a formula on the entity. It worked fine.Thank you for your advice, I will test this soon.
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