Trigger a workflow on Stream/Note Post

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  • bradaks
    Active Community Member
    • Aug 2017
    • 251
    #1

    Trigger a workflow on Stream/Note Post

    Hi all!

    I am attempting to create a workflow that triggers when a Portal User creates a Note for a custom entity (Assignment).

    Conditions needed:
    accountFlag = TEST

    Does anyone know the best way to accomplish this?

    Thanks so much!

    Brad
    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8444
      #2
      Hi Brad,

      It's possible to catch Note creation from a portal.

      Click image for larger version Name: image.png Views: 106 Size: 26.9 KB ID: 105994​
      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.

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        • yuri
          Member
          • Mar 2014
          • 8444
          #3
          Formula condition:

          Click image for larger version Name: image.png Views: 89 Size: 7.3 KB ID: 105996​
          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

            • bradaks
              Active Community Member
              • Aug 2017
              • 251
              #4
              Thank you!

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