Workflow not working

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  • MitoTakatori
    Junior Member
    • Jul 2018
    • 25

    Workflow not working

    Hi. I am currently using a demo of espo crm with advanced pack. But it seems the workflow is not working. Can anyone please help me? Thank you.

    Here is the link:
    EspoCRM is Open Source CRM application. Increase profitability through customer loyalty!

  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Could you explain, what doesn't work?

    Comment

    • MitoTakatori
      Junior Member
      • Jul 2018
      • 25

      #3
      Originally posted by tanya
      Could you explain, what doesn't work?
      We've tried to add a trigger action once the stage of an opportunity changed to "closed lost" and the actions are Send Email, Change Description and add Lead data.

      //Algo
      Workflow = Add.Trigger

      if (data is oppurtunity || stage = "close lost")

      action.SendEmail
      action.ChangeDescription
      action.AddLeadData




      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        This is an example of your workflow. Did you create the same?
        Sorry, I don't understand abut Lead Data

        Comment

        Working...