Hello!! Did some searching for a solution to my specific use-case here but couldn't find anything quite like this...
We have a varchar field...
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Make Opportunity Field Visible if User is the assignedUser
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Http Request in Workflow sometime sends SMS othertime can't send due to timeout error
When I used an API which works completely fine in API Tester but when I use same API in Workflow to send SMS when some entity field is Updated, then following... -
_lastHttpResponseBody in BPM Flowhart
I have a simple flowchart attached to Case creation that send an http request to an external service and then retrieve the result to update the target... -
Workflow-Help: Set Invoice Status after email is sent to customer
Hi,
I have troubles getting the workflow set for the following:
After i create an invoice the status is set by default to "created".... -
BPM Flowchart Note as Target entity
Hi all,
Is it possible to use Note as a target entity of a Flowchart or is it available only in Workflow?
I know that Note is not on the list... -
HTTP Post request via Workflow
Hi,
I'm sending a Post request via Workflow whenever a Opportunity update matches the criteria.
Information is like this:... -
Using custom Modal View
Hi,
I'm creating a follow up strategy for salespeople to continuously talk with customers.
After a call is done, the user must... -
Setting fields to specific Datetime in Workflow Formula
Hi, maybe you could help me with this.
I'm trying to set a Datetime field through Formula in workflow when a record gets updated. I'm having... -
Hooks » Get Documents Accounts for Email Template
Good morning everyone,
I have created a workflow that alerts me about changes in some fields of the Document entity.
In the email template...3 Photos -
Want to deploy ESPOcrm. Looking for developers with Espo experience
My company is looking to implement ESPOcrm and add custom features, such as mobile app integration, as well as a custom map. We have staff that will be...Last edited by TWIT@CF; 06-15-2020, 04:03 PM. -
HTTP Post attributes from parent
Hello,
I have created a workflow that has an action to send HTTP Request to slack webhook, and I am wondering if it is possible to use in payload... -
fill in a field based on the number of records
I would like to know if there is a possibility for me to create a field where the data that will be filled in is based on reference and some other information... -
Trigger a workflow rule only 1 time
Good morning guys, I would like to know if there is any formula that makes a workflow be applied only once per record.
For example, within...