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danwaterloo

Member Since 08 Mar 2015
Offline Last Active Feb 28 2017 12:30 PM
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#16265 Workflow- clone project?

Posted by danwaterloo on 28 March 2015 - 12:57 PM

In my business ( a small lettershop), I have opportunities that turn into orders ( a mailing job, consisting of 3 to 5 tasks). 

 

I'm trying to setup a workflow so that when an opportunity is saved as 'closed/won', then it would create a small project, consisting of the 3 to 5 tasks, that would would have the same name as the opportunity. 

 

Is there a way to clone an existing project template, and automatically name it, via a workflow?

I would like this to be automatic, if at all possible.

 

Thanks!




#16083 Hello!

Posted by danwaterloo on 08 March 2015 - 04:06 PM

Just wanted to say hello.

I have been using SugarCRM for years now, looking for another solution where the road continues forward on the open source side.

I'm hoping Zurmo.org will continue, I just loaded it yesterday, and it's everything that I had hoped for, and has a lot of possibilities.