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Member Since 11 May 2017
Offline Last Active Oct 13 2020 07:09 AM

#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:



#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.


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



Attached File  lead_won02.PNG   29.15KB   2 downloads



Attached File  cr_ACCT_with atrr.PNG   26.18KB   1 downloads

#13888 Lookup Problems

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


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