Workflow: Difference between revisions
From Sage CRM Knowledge Base
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See in-house document on setting up escalations for new primary entities | See in-house document on setting up escalations for new primary entities | ||
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For Create scripts with custom entities you can access the query string values to get the context | |||
If we have an entity called "contracts" and a key "cont_contractid" then within the create script on the workflow we could get the value as follows: | |||
var contractid = Values("cont_contractid"); | |||
and from there query the data to get a record object | |||
Revision as of 13:31, 19 August 2013
Workflow Rules have captions created for them in CRM. So when you see a rule with a different name from what you changed it to you need to change that via the translation area in CRM. The Rule name as you see it is the code.
Escalations
See in-house document on setting up escalations for new primary entities
For Create scripts with custom entities you can access the query string values to get the context
If we have an entity called "contracts" and a key "cont_contractid" then within the create script on the workflow we could get the value as follows:
var contractid = Values("cont_contractid");
and from there query the data to get a record object
