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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. -
Need help for a workflow linking automatically a record in a related entity
hello everyone,
i think that the clue is probably in front of my eyes, but i can't find may way !
so i need your help !
here... -
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... -
Update Team Position by Workflow
Hello out there,
I've created a Workflow which i want to change the Position in the Team when someone has a meeting or is on vacation to...Last edited by Scarecrow; 12-09-2019, 08:19 AM. -
How to remove search value from cache
When we search value inside a specific entity its setting cache like below,
Key : espo-listSearch-Lead
Value : __JSON__:{"textFilter":"test","advanced":{},"bool" :{"onlyMy":false},"presetName":null,"primary":null }... -
How to fetch another entity listing inside a custom entity menu grid listing ?
Hi ,
I have a Product Entity where i maintain the product data , i need to show the product grid listing inside my custom entity called Report... -
User entity Role based filter not working
Role based filter is not working in user grid-listing search , can anyone help me on this ? Thanks in advance
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Advanced pack not creating tasks for users
Tried flowcharts, and processes. neither creates a task for the users. -
Workflow Update Related Record Condition
How can I achieve this use case through Workflow or BPM?
When a Lead is set to Dead I want to set all its planned Calls to Not Held. However,...Last edited by shef; 07-01-2019, 09:22 AM. -
Workflow link with another record not possible to choose target's fields
It's currently not possible to use target's field for the following workflow case.
When a Lead is assigned to a User, the Teams field of the Lead... -
Workflow for Lead create related record Case not showing Full Name
It's not possible to choose Full Name (first name & last name) of the Lead when creating the following workflow.
Target: Lead
Action:...Last edited by shef; 06-13-2019, 09:12 AM. -
Workflow to update the Teams of Leads if Default Team of User is changed
It's currently not possible to create a workflow for this case.
When the Default Team of a User is changed the Teams field for all Leads/Contacts/Opportunities... -
Workflow update related record not showing Leads
It's currently not possible to create a workflow for this case.
When a Contact is reassigned to a user, I want to be able to also reassign...