Results 1 to 2 of 2

Thread: Suggestion: Include Sample Workflow Definitions!

  1. #1
    RickM is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Boca Raton, FL
    Posts
    220

    Default Suggestion: Include Sample Workflow Definitions!

    Team Sugar-

    As I work (read: struggle) with the Workflow system in SugarCRM, it dawned on me that it would be far simpler if Sugar were to include sample workflow definitions (and email alert templates) with the Pro version of the product.

    For cases, I would like to see the following:
    - New Case Opened which sends to the assigned contact(s)
    - Case Closed which sends to the assigned contact(s)
    - Case Status Changed which sends to the assigned contact(s)
    - New Note Added which sends to BOTH the assigned contact(s) and assigned analyst

    I'm sure that others could list "like to haves" to other modules like Opportunities, Contacts, Contracts, etc. Feel free to do so in this thread!! ;-)

    Also, if anyone has a working version of the New Case Opened or the New Note Added workflows, please post them here!

    Many thanks,
    Rick

  2. #2
    RickM is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Boca Raton, FL
    Posts
    220

    Default Re: Suggestion: Include Sample Workflow Definitions!

    Anyone? Bueller??

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Workflow enhancements
    By cbierwerth in forum Feature Requests
    Replies: 3
    Last Post: 2008-05-14, 04:18 PM
  2. workflow to change lead status
    By graatz in forum Help
    Replies: 3
    Last Post: 2008-01-16, 05:08 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •