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Hi, everyone
I have an Enum field (status) and I want to automate it.
I have packed a picture of how I imagine it in the appendix.
The system should know by itself which status has to be included.
Attached is a picture with all statuses with all options.
An example of how the system should run is as follows:
If the "start of the contract period/ (german) Beginn der Vertragsperiode" is today, the payment term should be exceeded.
If this is not the case, the system should automatically enter the correct text.
I tried to solve this with a workflow.
So I made a condition for each status from the single selection field to an action.
For example, the action I said was that the "start of the contract period/ [german] Beginn der Vertragsperiode" should be today plus zero days.
The problem with this is that when I have more than one action the program no longer knows what to do.
Second, I tried to expand my conditions by entering the action that the "start of the contract period/ (german) Beginn der Vertragsperiode" should be plus 0 days from today, the "end of the contract period/ (german) Ende der Vertragsperiode" should be plus 365 days and the "goodwill/ (german) Kulanz" from today plus 30 days should have.
I then also tested that, but without success.
Is there a solution how I can get this done?
Maybe there is a solution without the workflow.
I work with version 6.1.7 at Espo and version 2.7.7 for the Advanced Pack.
Lena
I have an Enum field (status) and I want to automate it.
I have packed a picture of how I imagine it in the appendix.
The system should know by itself which status has to be included.
Attached is a picture with all statuses with all options.
An example of how the system should run is as follows:
If the "start of the contract period/ (german) Beginn der Vertragsperiode" is today, the payment term should be exceeded.
If this is not the case, the system should automatically enter the correct text.
I tried to solve this with a workflow.
So I made a condition for each status from the single selection field to an action.
For example, the action I said was that the "start of the contract period/ [german] Beginn der Vertragsperiode" should be today plus zero days.
The problem with this is that when I have more than one action the program no longer knows what to do.
Second, I tried to expand my conditions by entering the action that the "start of the contract period/ (german) Beginn der Vertragsperiode" should be plus 0 days from today, the "end of the contract period/ (german) Ende der Vertragsperiode" should be plus 365 days and the "goodwill/ (german) Kulanz" from today plus 30 days should have.
I then also tested that, but without success.
Is there a solution how I can get this done?
Maybe there is a solution without the workflow.
I work with version 6.1.7 at Espo and version 2.7.7 for the Advanced Pack.
Lena
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