What is Workflow management?

[ramji123]

Hi,

What is workflow management?

Is it possible to Automatically convert Leads to Contact help of workflow management?

Please reply me ASAP.

Thanks

[dtokeefe]

Workflow Management is an interface to the Before Save logic hook. It offers a variety of pre-defined Conditions, Actions and Alerts that you can mix and match to be triggered by the Before Save logic hook. That is, your Workflow Definition will execute before the data of the module object (e.g. an Opportunity) is saved to the database.

You can extend this by creating custom Conditions and Actions. There is an example of each in SugarForge. You should copy them to make your own.

Note that it is can be MUCH easier to simply create a custom logic hook. This gives you access to other moments in execution to call your code and spares you from having to create all the meta-data necessary to make your Action or Condition appear in the Workflow Management interface. It also spares you from testing all that, which is pretty tedious.

To decide whether to go with Workflow or logic hooks:

1. See if you can create your logic with the standard Workflow options.

2. Ask yourself if the logic can be called Before Save.

3. Then ask if the logic can be re-used in some other situation that a non-programmer might be able to make it work in Workflow Management.

If your idea passes these tests, you probably use Workflow to create it. Otherwise, just go with creating a custom logic hook.

Note that there is an explanation of logic hooks in the Sugar Wiki. It's well worth reading.

Cheers.

David

[dtokeefe]

Ramji,

Sorry, I forgot to answer your specific question. Yes, it possible to Automatically convert Leads to Contact in workflow management. You would need to create a custom Action. Then you create a Workflow definition with the Condition "when target module changed" for the target module Leads that triggers your Action.

Personally, I would create a logic hook, After Save.

Cheers.

David