CODEWITHSUNDEEP
sage-crm
Gianni Di Falco
Gianni Di Falco

Reputation: 165

Sage CRM - It is possible to use workflow for Quote entity?

As the title says, it is possible?

I have read somewhere that workflow is available to all primary entities (Quotes is a primary entity, right?) but later on, i read that due to the complexity of the Quote entity workflow is not available.

Noneless i found this

Sage CRM Community

Which says to change some values in the Custom_SysParams to make it work

Upvotes: 0

Views: 196

Answers (1)

Six Ticks Limited
Six Ticks Limited

Reputation: 342

Yep, Quotes are Primary Entities.

It's totally possible to add Workflow to them, but not by default. There are no built-in settings for activating Workflow for Quotes or Orders, but there are hidden settings.

First, do a SQL backup.

Next, run these three queries in SQL:

UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'Workflowquotes'
UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'Workfloworders'
UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'AllowWorkflowForQA'

This will activate Workflow for Quotes and Orders. However, it won't take affect until you have done an IISReset.

After the IISReset, log in to CRM and go to:

Administration -> Advanced Customisation -> Workflow

Create a new Workflow (don't enable it yet). Add a rule and make sure you select "Quote" as the table for the rule or select a Quote View. Enable the rule, then save it.

Add it to the Workflow and activate the Workflow.

Create a new Quote and you should see the Workflow rules appear.

N.B. You will not see Workflow rules for existing quotes. Workflows only get linked when a new record is created.

Upvotes: 1

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