Workflow

From Sage CRM Knowledge Base

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

..update 4th Sept 13..noticed that in 7.2 we are seeing context issues on the screate script when saving...appears that the create script is run again

EG

   var ID = Values("jobs_jobsID")+"";
   if (ID!="undefined")
   {
       ...your code here
   }