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Thread: Scheduling calls via Workflow

  1. #1
    dpuryear is offline Sugar Community Member
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    Jul 2007
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    Default Scheduling calls via Workflow

    Hello, I'm a SugarCRM Pro v5.2 user.

    We're testing workflow, but having an issue in scheduling calls.

    This is what I've done:

    1. setup Process Workflow Tasks in scheduler (this is a SugarCE upgrade, and it wasn't there)

    2. setup a new workflow named: webtolead

    3. set it to trigger on a new type of lead; tested using ALERT, which worked

    4. create new Action

    Update field(s) in a related Call
    Set Subject as Touch Base After Download
    Set Description as
    Set Assigned User as myuser
    Set Team Id as
    Set Duration Hours as
    Set Duration Minutes as 15
    Set Start Date as 0 hours from Triggered Date
    Set Date End as
    Set Status as Planned
    Set Direction as Outbound

    Yet, no call ever shows up relating to this Lead or my User (the 'myuser').

    What am I doing wrong?

    I thought I was following the docs, but I must have missed something.

    Thanks!

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Scheduling calls via Workflow

    With respect: This is the Community Edition forum ... if you have an issue with the paid for versions, you should post in the paid for forums ... you may get a better response

  3. #3
    dpuryear is offline Sugar Community Member
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    Default Re: Scheduling calls via Workflow

    Quote Originally Posted by salesagility View Post
    With respect: This is the Community Edition forum ... if you have an issue with the paid for versions, you should post in the paid for forums ... you may get a better response
    Um, where is that?

    I scanned the forums here and none specifically mentioned they are for the commercial version.

    If you go to SugarCRM.com->Support->Forums, that goes here.

    I'm sure I'm missing something obvious, but all roads lead to Rome, and this seems to be Rome.

    Please let me know, thanks!

  4. #4
    dpuryear is offline Sugar Community Member
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    Default Re: Scheduling calls via Workflow

    I've logged this as a case with sugarcrm.com.

    Still, I'd like to know where the commercial-only forum is since I've paid for that apparently.

    All the forum links lead here as far as I can tell.

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