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  1. Hi, I need to execute daily the following flow (attachment) so that I can tag based on the boolean result of the comparison but I have a problem because when I try to do it with the trigger "periodic trigger" it won't allow to use comparison of attributes. Why is this? and how can I achieve what I want to do? (I want to avoid to do it with manual macro but seemingly is the only way to do it?) Thanks
  2. Ver 7.0 X2FLow Actions Unlike the Start Process Stage action, the Complete Process Stage action is not asking for Process or Stage.
  3. I made a fresh install of x2 6.9 and when I go to the x2flow and try to make a new flow I get this error: Fatal error: Cannot instantiate abstract class BaseX2FlowLocation in /xxxx/xxxxx/public_html/xxxxx.com/xxxx/protected/components/x2flow/X2FlowItem.php on line 245 Anyone have an idea on how to fix this?
  4. Hi, I am trying to update a field called total payments in the contact Model made based on the payments made in the payments model. I have a lookup field to contact in the payment model. According to the following from the X2CRM release note, I must be able to achieve this using the "Change Record" action. Current, I am able to change to the contact model from the payment model. And in the attribute formula how do I refer to the parent (Payment) that originally invoked the related contact? Or is there any other method to achieve this. Thank you in advance for the help.
  5. Dear Jake, X2Engineering Team and X2Community, I've come across a sales and marketing automation challenge with X2 that must be solved. I think I almost have it. The Main Objective: Increase revenue by having X2Engine help automate and facilitate all actions and activities necessary in order successfully enroll a client to renew their annual contract commitment with our company. The Secondary Objective: We want to master how to automate emails, actions, and other related X2Engine actions! These actions are to happen the day of a custom date field, before X days of a custom date field,
  6. Hi guys, a really useful function on both Process and X2Flow list views would be the ability to filter and sort on the column heading. Process are only available in their order of creation. No sorting and no filtering.X2Flow you can sort but not filter. When working with many records as we do, its a mission to find your process or your flow. Thanks Eugene
  7. Is there a way to insert a condition into a long flow? It appears condition can only be added to the end of a flow. Then one has to move all the actions one at a time to the end of the condition. Regards, Glenn
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  9. Hi guys, how does the Marco trigger work for X2flows. The only mention of this was a short note on the launch email but nothing elsewhere. If also mentions activating from a single record view but cant find a button, option or anything. please help. Keen to try and implement. Thanks
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  11. Hi Support, I am setting up a flow process The trigger is when tag added -> start process -> wait for 1 min -> send email to contact So far the trigger fires perfect Process is started but the the flow stops at the wait action and the contact doesn't receive the email. What am I doing wrong? Cheers.
  12. Is there a way to update a record from another module when an action is marked as complete? The only record it seems I can edit is the action itself.
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  16. Hello again, Is it possible (or will it be in the near future) to use more complex boolean logic in the conditional switches of X2Flows? For example, right now it seems that if I want to do something like ((firstName="Bill" OR firstName="Ted") AND status="Excellent") I have to use two different conditional switch widgets and create 2 diverging logic paths, which means that all subsequent events/actions have to be duplicated. And it would of course bifurcate like this each time I created another "advanced" conditional switch. Likewise, there doesn't seem to be a way to "NOT" things -- it w
  17. Is the below possible? Let say we are sending out lessons as a campaign. We send them lesson1 email. If they open lesson1 then in 3 days we send them lesson2 email. If they don't open lesson1 within a week we will send them Lesson1 help email. If there are 6 lessons we would repeat this conditional sending of emails all the way through. Thanks Glenn
  18. I am wondering if it is possible to do the following with an X2flow(s): - Contact 1 gets added to X2 via API Has phone number only Tag = type 1 - Contact 2 gets added to X2 via API Has same phone number + email + name Can an x2flow delete the first contact and keep this one, plus copy the tags, notes, assignedTo, from contact 1? So, Tags = type 1, type 2 - Contact 3 gets added to X2 via API Has same phone number + email + name Can an x2flow delete the second contact and keep this one, plus copy the tags, notes, assignedTo, from contact 2 So, Tags = type 1, type
  19. Hi, I'm trying to create a new flow triggered on record update that will send the updated data to a remote webservice, but I can't figure out how to pass the data from the updated record to the remote API -- I can see the buttons for manually populating key-value pairs, but was hoping there would be a way to hook the actual record itself. Does anyone have any thoughts on how to accomplish that? For that matter, is there a generalized approach for accessing/addressing the selected record's data in ANY context in X2Flow? e.g. if I just wanted to make a simple flow that said when a contact re
  20. Hi guys, I have a flow that emails contacts on a regular basis based on their interests. a User may thus be getting email from more than one flow on timed periods. The flows are normal with WAIT status and EMAIL CONTACT alternating. Works brilliant How can I disable a flow to a specific contact and thus not have them receive any more email from that specific flow. if I use DONT EMAIL they don't get ANY email from any of the other flows either. I just want them to not receive from the one specific flow and not all. Thanks Eugene
  21. Hi guys, Can only full admin see X2FLOW under marketing? Never saw this as I have only been working as admin. But I created various roles, groups and access, but even with everything activated apart from full Admin, the user cannot see X2FLOW when going to marketing. It's this normal?
  22. Hi guys, can you please help explain the 'Match Probability' option in X2Flow 'Contact Web activity' as a trigger. I am currently triggering when a user is on my website www.abcde.co.za and {leadscore}+1 the contact which works great. But I want this to happen when they browse any webpages also. Does the Match Probability function with the trigger not do this. If works if they hit the main site www.abcde.co.za but I need the trigger to include if they go to www.abcde.co.za/test.html or www.abcde.co.za/products.html. All these pages have the tracker on etc. I simply need to get the trigge
  23. Hi guys, I am struggling to get mailers out using X2Flow. A simple sequence of trigger, mail1, timer1, mail2, timer2 and mail 3. Mail1 goes out and the Trigger log shows waiting. However the subsequent mail doesn't go out. Our hosting guys whom I know well says he thinks its because the system goes dormant on the server. so unless someone uses the X2Engine he thinks the crons don't activate. His suggestion to resolve this, as per other systems his helped with is he can setup a cronjob to run the script. i am not sure if this is what X2Cron does (or not), but I am trying to get a solut
  24. Normally an email has <img src="http:/mywebsite.com/x2/index.php/actions/emailOpened?uid= ... Flow image url<img src="/x2/index.php/actions/emailOpened?uid= ...Flow image url the domain is missing the url so it shows up like a missing picture and obviously it is not tracked. Platinum 4.3 Regards,Glenn
  25. Hi guys, just wondering why there aren't any triggers relating to service case creation of web-forms from service cases. A useful feature would be surely to trigger a flow (resulting in an action) from a service web form completion. Typically a customer requests Phone Me. Not sure how else to get this done Thanks
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