CODEWITHSUNDEEP
phpsugarcrmsuitecrm
user1740757
user1740757

Reputation: 87

suitCRM workflow - getting a field from another module to the new module

I need to get a field from a custom created module to contacts list view. I found that we can achieve it through the workflow. But I am new to workflow. Please help me to do this. I am using the latest version of SuiteCRM, 7.9.1

Upvotes: 2

Views: 527

Answers (1)

User123456
User123456

Reputation: 2738

  1. Create a relationship between modules
  2. Create a custom field in contact module
  3. The got to workflow module and click on cerate workflow
  4. click on Add a condition
  5. Select your custom module, and field.
  6. Select Operator as "Equal To"
  7. Type "Any Change".
  8. Then go to actions
  9. select action as Modify record
  10. Record type as related module
  11. select the custom field which needs to be updated
  12. select mapping field in custom module

Upvotes: 1

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