TMSpiess
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CRM Workflow Question
We currently have a section on our account screen that has about 15 check boxes. What we would like to do is have those check boxes automatically updated when an order is submitted to show what products a customer licenses. We are a CRM/GP architecture integrated via Scribe. I can make this work from the Order Product leve when products are added to an Active order, but what I really need is for it to run when the Order is Submitted. So my flow would look like this:
Create Order
Add Products
Submit Order > Workflow Fires > Workflow looks at Order Products and updates Account check boxes as necessary
Does anyone have any insight into how I can accomplish this based on the Order submission?
Create Order
Add Products
Submit Order > Workflow Fires > Workflow looks at Order Products and updates Account check boxes as necessary
Does anyone have any insight into how I can accomplish this based on the Order submission?
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Is there a way to leverage child workflows to access those items at the lowest level?
No, as you cann't access the order products of an order from a workflow, you can also not start a workflow on the order products when an event occurs on the order, without developing custom workflow activities.
You could however develop a custom workflow activity that loops over the order products of an order and starts a workflow rule on these order products. This custom workflow activity can be used from the workflow that is triggered when your order is activated.
You could however develop a custom workflow activity that loops over the order products of an order and starts a workflow rule on these order products. This custom workflow activity can be used from the workflow that is triggered when your order is activated.
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