ssossossossosso

Forums

Covering OroCRM topics, including community updates and company announcements.  Subscribe

Forums Forums OroPlatform OroPlatform – How do I? Questions Create entity and set workflow out of another

This topic contains 1 reply, has 2 voices, and was last updated by  Yevhen Shyshkin 2 years, 6 months ago.

  • Creator
    Topic
  • #30326

    cardiac
    Participant

    Hi all,

    I have 2 workflows. Both nearly the same as yours.
    Lead workflow
    SalesFunnel workflow

    I want to start SalesFunnel workflow out of the lead flow. This means:

    If you click on “qualify” i want to create a SalesFunnel entity with lead set and workflow step set to “qualified”.

    My problem is, that I don’t know how to get the workflow step (and the workflow item) within a transition_definition.

    Is it working with – @find_entity? or do i have to create a method (e.g. fixWorkflow()) in Entity\Lead which is creates or fixes the entities workflow?

Viewing 1 replies (of 1 total)
  • Author
    Replies
  • #30327

    Yevhen Shyshkin
    Participant

    Hello, cardiac.

    If I understand you correctly, you want to create Sales Funnel entity with started workflow in step “Qualified” from Lead flow during “Qualify” transition.

    To do that you have to:
    1) create Sales Funnel entity using @create_entity action;
    2) create opportunity using Lead data (see original Lead flow definition);
    3) start Sales Funnel workflow using @start_workflow with start_from_opportunity transition.

    Unfortunately there is no transition action to perform transition of another workflow, so you can only start new workflow (step 3). We’ll fix ASAP.

Viewing 1 replies (of 1 total)

You must be logged in to reply to this topic.