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Run Processes from record view

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  • Run Processes from record view

    Hello everyone. Is there a way to run a workflow or process from lets say a account record view. An example would be lets say I want to send a customer a welcome email. I would go to their account and press a button or something like that which would run the workflow/process. Anyone know of any solution that would work? I already own all the espocrm extensions and have them installed. (I also know I can automate this task but its just an example. Someone task I would need to review myself).

  • #2
    Hello,
    with this fantastic CRM all is possible .. just need some skill ( i have not all skill !)
    here what i think :


    and just add a button in views.. who call this "service".
    see all documentation in github

    Regards

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    • #3
      It will be considered to be added in the future.

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      • #4
        It would be great to have such a feature on newer versions.

        I'm missing the convert (as on leads) for other objects too.

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