Hello Tanya
I'm whant to see if the advand pach extension is revolvs som need to my curent crm. And i realy can use some guident's.
Her is what i whant to accomplis:
We have 2 related tabels, first is "order" and the other is "backlog", the relation type is from backlog many to one order.
For example an agent will add Clinet "ABC" theat has order a list of items, a nother oerator will chek the stocks of the list and will find out theat 3 items from the order ar not in stock,
so in the related tab of the order he will add the entris: pencil, tisher, pc.
The person responsible whit making new purcheses chek the lists in backlog wher he sees all the items theat ar not in stock for all the orders.
After ordering some items we will clik a chek box (in_stock)
The agent sees theat the order of his client ABC has 3 items backlog and 2 of them have ben order and are not in stock
so we will decid to deliver hafe of the order and so he will clik a chekbx in the order table (hav_deliver)
-----so far so good---- i got this part cover now comes the logical part theat i whent workflows to help my whit.
I whant to update the product in backlog so theat only the products theat have( the cekbox in_stock set at the moment the chekbox from order hav_deliver is beeing save) will triger a nother chekbox (deliver) so theat we know from theat order the folowing items wor deliver and the other are still weiting deliveri.
I traoid doing it whit formula but i failld, becous after a order hav been chek hav_deliver and a new backlog item have arivesd in stock and the chekbox in_stock is beeing pres the formula will say theat theat item have been deliver also and this is not good.
How can i acomplis this using the workflows ?
I'm whant to see if the advand pach extension is revolvs som need to my curent crm. And i realy can use some guident's.
Her is what i whant to accomplis:
We have 2 related tabels, first is "order" and the other is "backlog", the relation type is from backlog many to one order.
For example an agent will add Clinet "ABC" theat has order a list of items, a nother oerator will chek the stocks of the list and will find out theat 3 items from the order ar not in stock,
so in the related tab of the order he will add the entris: pencil, tisher, pc.
The person responsible whit making new purcheses chek the lists in backlog wher he sees all the items theat ar not in stock for all the orders.
After ordering some items we will clik a chek box (in_stock)
The agent sees theat the order of his client ABC has 3 items backlog and 2 of them have ben order and are not in stock
so we will decid to deliver hafe of the order and so he will clik a chekbx in the order table (hav_deliver)
-----so far so good---- i got this part cover now comes the logical part theat i whent workflows to help my whit.
I whant to update the product in backlog so theat only the products theat have( the cekbox in_stock set at the moment the chekbox from order hav_deliver is beeing save) will triger a nother chekbox (deliver) so theat we know from theat order the folowing items wor deliver and the other are still weiting deliveri.
I traoid doing it whit formula but i failld, becous after a order hav been chek hav_deliver and a new backlog item have arivesd in stock and the chekbox in_stock is beeing pres the formula will say theat theat item have been deliver also and this is not good.
How can i acomplis this using the workflows ?
Comment