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Forums Forums OroCRM OroCRM – Programming Questions Entity date field workflow creation

This topic contains 2 replies, has 2 voices, and was last updated by  freelancer 6 years, 1 month ago.

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  • Creator
    Topic
  • #24821

    freelancer
    Participant

    Hi,

    Thanks a lot for your product, I have another question about workflows.
    I want to create a new entity when I ‘Close as won’ an opportunity, unfortunately my entity is not related to an opportunity an has a date field. I would like to know how can I specify this field in my attribute definition.

    I’ve tried with the ‘property_path’ option but it doesn’t work for my as I my entity is not related to an opportunity so i cannot reach the correct field (I guess)

    Thank you very much for your help.

    Olivier.

Viewing 2 replies - 1 through 2 (of 2 total)
  • Author
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  • #24822
    Yevhen Shyshkin
    Yevhen Shyshkin
    Participant

    Hello, freelancer.

    1) You can create any attribute without property path and store there any scalar or object. Examples:

    So, this attribute will be accessible through $new_account.

    Separate date field attribute can look like this:

    See attribute configuration documentation for more information.

    2) You can create @create_entity action to create entity of required type. Example:

    If you need to initialize this object with some additional data (f.e. date field), you can pass it to “data” parameter.

    3) OroCRM has Sales Process Flow that has similar actions to yours – user should enter company name, and then new account will be created based on it.

    #24823

    freelancer
    Participant

    Hi Yevhen,

    Thank you very much for your answer it worked.

    Olivier.

Viewing 2 replies - 1 through 2 (of 2 total)

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