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Walter

Member Since 11 May 2017
Offline Last Active Oct 13 2020 07:09 AM
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#14458 Double Email sent from Automation Workflow

Posted by Walter on 20 December 2017 - 03:43 AM

Check your cron table, I had 2 cron commands which were triggering different system actions in double.




#14426 Workflow Update Record - Date

Posted by Walter on 13 December 2017 - 05:41 AM

as I understand contact record has to be updated with the same value as in the account record field a_date? please try to use custom attribute ={associatedContacts.c_date}, did I get it right AvdD?




#13914 Uploading photos to people

Posted by Walter on 27 October 2017 - 02:56 AM

Check what is your server max upload size.

Max upload size for X2Engine is 8 MB.

 

Also you can refer to this topic:

 

http://community.x2c...e-upload-fails/




#13894 Custom Date Field

Posted by Walter on 19 October 2017 - 02:20 AM

I would do this by using X2Workflow. Select trigger e.g. Record cretated, or updated and set Call back date attribute "={timestamp} + (1*24*60*60)".

Maybe you can add additional checkbox called requires callback and add additional condition control under Record updated trigger "if Callback field checked" set callback date as described above.




#13893 SHIFTING OF A RECORD FROM ONE MODULE TO ANOTHER in X2CRM

Posted by Walter on 19 October 2017 - 02:09 AM

you have to create trigger, for example "Record Updated" -> Compare attribute "Sales Stage: Won" -> Create record: record type accounts; Select Name and set attribute to "={name}". See attachments

 

1.

Attached File  lead_won02.PNG   29.15KB   2 downloads

 

2.

Attached File  cr_ACCT_with atrr.PNG   26.18KB   1 downloads




#13888 Lookup Problems

Posted by Walter on 16 October 2017 - 06:52 AM

Hi
 

great question.

So 1st step:  you have filled out fields: Address, City, Zipcode, Country etc. in contact

2nd step: Go to Admin -> X2 studio Customization tools -> manage fields and create separate field in Quotes module, give him a name and select type Custom

3rd step: enter data as follows in screenshot

 

Attached File  cont_mappingtoquotes.PNG   18.68KB   0 downloads

 

After this add this field to all forms where you wanna see address and here you go,

 

this is the result:

 

Attached File  output_cont_mapping.PNG   7.92KB   0 downloads
 
Hope everything's clear!
Good luck in customization

 

Attached Files