I have crated a workflow for it but I need to set an Action. I see...
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Create a custom workflow action
I need to create a custom action when an email is recieved to the CRM.
I have crated a workflow for it but I need to set an Action. I see... -
Workflow / BPMN Schedule Formula field as alternative option to report
Currently the scheduled workflow and bpmn schedule timer start event depends on a report to be passed which works fine, however this could become an issue... -
E-Mail Workflow and Calls
Hello,
Emails are received with the subject “Call from” and a defined sender. These trigger the creation of a new incoming call. That... -
Update Record after relationship deleted
Hello everyone
I have this configuration in EspoCRM. There is two entitys:
Contract/Implementation; Case.
In "Case"... -
Example: BPM with Case entity - sending email
Just sharing this as an example for others. This is a BPM Script Task for a case entity that sends an email to the Contacts specified on the Case, as...Last edited by qpoint; 11-23-2023, 12:34 AM. -
Enable Formula Script for Manual Workflow Conditions
Hey Guys,
We come across a use case where we need to use formula script for conditions to show the manual workflow button. This would... -
Manual Workflow for a User Or Users
Hey guys,
Currently the manual workflow works great for teams but it would a plus if there could be an option to assign the workflow button... -
How to get a notification when a record is delted?
Hello I am developing a real estate crm with espo and I want to build an workflow that sends notification/or email to management team when a record is... -
Create Portal User via API, or without Administrator?
Been researching this one and not seeing a way around the issue:
How can Portal Users be created without Administrator access?
... -
Show Workflow Manual (Buttons) on Small Detail View.
It would be nice to show the workflow manual buttons / dropdown actions on the detailSmall view this way the user will have a better experience taking...Last edited by rabii; 11-08-2023, 09:27 AM. -
Add Action (Update Process Record) to Workflow
It is very useful to have (Update Process Record) Action added to workflow if both Workflow and PBMN share the same logic somehow. the reason is the... -
Update Case Status On Contact Reply
Is there a way to update a case's status when a contact replies. I have many custom statuses for cases, and when I'm waiting to hear back from a contact,... -
Portal Account marge
Is there any way to merge the portal user account with the general user?... -
RAALINK Innovations Pvt Limited India
Unleash the power of ESPO CRM with creative ideas and processes to automate every aspects of your business.
We have customised solutions...Last edited by dreginald; 04-24-2023, 01:52 PM. -
Make Opportunity Field Visible if User is the assignedUser
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...