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  1. Hello, I've been using X2 for a while to do simple things like send email campaigns and manage contact lists. I would like to graduate to some simple workflows now and am having a little trouble. The workflow I'm trying to test right now is simple: start condition: [user On List "FOO"] next action: end So I created this workflow and attached the start condition to my list FOO, which had a single user already in it. As I expected, I didn't get a post to the activity feed. However, I then added a new user to the list (it's a dynamic list, if that makes a difference), and I also didn't get
  2. Hi Guys, I'm running quite uncomplicated procedure of Quote's verification, fields calculation and status updates, where in case if all required attribute requirements are met the quote has to close automatically and create a record in another custom module in my case: Quote (Status: closed) -> Create "Payment" in a custom module. However when I add the Create record step in the end of the flow AND specify the module where to create a new record - all attributes and everything in previous steps disappear, any attribute that have been under Condition Check and attributes how the system m
  3. Hey guys, Does anyone know what this error is caused by in the Workflow Trigger Log?
  4. Hi, I am trying to create a Workflow that completes a stage in a custom process. I have a Process for Sales Cycle that indicates the stage of a Sale for a Lead: I wanted to create a Workflow that will complete the Process Stage: Close when a Leads Sales Stage is updated to Lost. However, when I update the record, the trigger fails with the message following the Workflow steps below: I have tried the Workflow both with the Start Process Stage step (as i see no other way for the Complete Process Stage to know what stage it refers to) and get the error below: Does anyone know how I w
  5. Has X2CRM removed the process-related Flow Actions with the latest 6.9.3 update? There were Flow Actions for 'Start process Stage, 'Complete Process Stage' and 'Revert process Stage' available in Worflow Design that do not appear in 6.9.3. Any ideas?
  6. I'm looking to go lazy and create a process and workflow to automate LinkedIn contact tracking. Why work when the program can do all the work while I goof off playing solitaire? So I'm asking the newbie question: How smart is workflow? I would create a custom module for collecting data and use a modified contact form (added and changed properties of existing fields). I've identified process phases and data that is needed to pass on to the next process phase. I have a local host install of X2 for development. Depending on the phase workflow needs to update date fields and add tags to contact
  7. I'm making a Workflow with condition like picture below Trigger: Record Updated + Record Type: Quotes +Compare attribue is Invoice Status: equals Paid and I want update field Deal Value from Contact record linked with Quotes by Contact field. I think have to use {attributes} and {chained attributes} to do this but still on finding out how to do. How can I do this with Workflow?
  8. HI! I am having trouble getting any workflow to run when submitting leads from web forms. I am trying via the standard iframe forms generated by x2 as well as custom api submissions and no matter what i try i cant activate a workflow. I've tried it a dozen different ways and can only get a workflow to work when creating records within the X2 studio manually. Version Info X2Engine: 6.9 Yii: 1.1.17 jQuery: 1.11.1 PHP: 7.0.30-0ubuntu0.16.04.1 Code Base GitHub: https://github.com/X2Engine/crm Plugins/Extensions CFile Class: Yii Extension [MIT] CKEditor: Developer [LGPL] colResizable: Developer [
  9. Hi, I am using the X2Engine CRM and I am in test phase. I created two process flow, one is sales-closed won and other is sales closed lost. I haven't imported any contact to CRM. My problem is that, when I tried to create a workflow automation rule, I can't drag and drop the flow. It is frozen. How can I create an automation rule? Is that a problem with the trigger I selected? Or is it a bug?Clueless. I have attached a screenshot. In this, I can't add a flow.
  10. Getting this from a newly installed X2 site. Fatal error: Cannot instantiate abstract class BaseX2FlowLocation in /home/cccsol818/public_html/nwgc/protected/components/x2flow/X2FlowItem.php on line 245 anyone have any ideas how to fix? thanks
  11. Getting this from a newly installed X2 site. Fatal error: Cannot instantiate abstract class BaseX2FlowLocation in /home/cccsol818/public_html/nwgc/protected/components/x2flow/X2FlowItem.php on line 245 anyone have any ideas how to fix? thanks
  12. Hello, I am new to X2Engine, and am trying to create a Workflow that will send a POST request to an external API to update its Contact record based on the X2CRM Contact record. I have configured the Remote API Call to match what works just fine in a browser and in both Postman and SoapUI (Software to test APIs and Web Services). It appears that the calls are getting to the external API Web Service, but the POST does not process and I am at a loss. Is there any way to view the responses that are sent back to X2Engine from a Remote API? Also, since the GET method is available, how does X2Engi
  13. Hi, Has anyone ever encountered issue with relationships when creating workflow which runs on periodic trigger (once per moth), Which creates record in module A then other record in module B and sends e-mail notification. In screenshot you can see that records are being created subsequently and I want to establish relationship between them, but when I select Create Relationship check-box for both "Create record" action, log output says that system failed on both record creation. Although when I remove this check-box, records are being successfully created by the system but there is no relat
  14. Hi community, Does anyone know how could I fix the bug in workflow list view, When I'm on workflow list I try to sort them by their activity status either Yes or No, but every time I enter Yes value it returns only inactive workflows, although should show up only active workflow entries. No sorting criteria Using Yes criteria.
  15. How can I track the date an email is opened so I can make a report of that data. What I need to do is save the date and time of the email open How do I do this with the workflow? I know this should be very simple but I can't seem to figure it out - I want the date of the field should be the time that the email is opened. UPDATE **** Figured it out 1) made a new field (email open date) 2) made a flow to add date of last activity when an email is opened --
  16. I have a need to convert a lead at specfic stage of the flow into an opportunity, I've looked at the existing options and am not seeing how i can do this from within my workflow automatically. Example : All leads are imported for telemarrketing activities. If certain field meet a certain criteria, then I want to have the workflow automatically convert the lead into an opportunity and add the lead to contacts. I know i can manually do this from the left menu, but i'm looking to automate. Secondly along the same lines, converting a lead to opportiunity means i cant add the same lead as a
  17. A workflow split condition should be able to attach to another element of that same workflow this way the same tasks do not need to be duplicated.
  18. When an Invoice status is paid, products is out of store. So can X2CRM add feature allow Inventory auto update by minus Current Inventory to Quantity of Line Item corresponding? I've find out in Workflow but still not found any way to update automatically Inventory of Products when Invoice Status is Paid. Or can X2CRM make products in Line item of Invoice is lookup field to Products?
  19. Hi, I've a certain workflow in which I want to increase the leadscore in 1 whenever there is an action (for example, opening email) how can I achieve this, should I use "Update Record" flow action, if yes, which value should I use as input? Thanks
  20. Hello, I'm new to X2 and hoping someone can help. I have created a custom module called 'Job', within this module I have a custom text field called 'Region'. In addition, I have created a custom lookup field on the Contact module which references this Job record. I'm trying to use chained insertable attributes within a workflow to update the Contact field 'Background Info' with the value in 'job.region' I have watched the 'Advanced X2Workflow Topics' video tutorial (https://www.x2crm.com/x2crm-video-training-library/) and have the 'chained insertable attributes' example working. Howe
  21. I am just looking at workflow. When i add a new contact with api request i need to add for it a new workflow but when i try to affect the value of stageNumber or workflowId , always value =null because those two fields permission in api is for read only Is there a way to fix this issue? Thanks
  22. Hi all, I'm new to X2 - I would like to create an action and then email the user I have assigned it too. I have created a workflow. Please see the attached images (I'm not using the legacy email - I am using the admin email). http://x2community.com/uploads/monthly_05_2016/post-9639-0-18827600-1463513243_thumb.png http://x2community.com/uploads/monthly_05_2016/post-9639-0-89405700-1463513243_thumb.png I have also setup up cron, thus - /usr/bin/php /home/sites/domain.co.uk/public_html/x2crm/x2engine/index.php/actions/sendReminder Testing this, returns: "Your script returned the fol
  23. When a MODULE XXX is connected back to CONTACT, it creates a RELATIONSHIP. It would be good to have Workflow be able to see the relationship exists (and access to the fields of the connecting relationship; like chained attributes) in either Module to execute process. Example 1. Membership Module (MM) is linked to CONTACT. In the CONTACT record we can see the Relationship to MM. In Contact I want to set a field based on whether a Relationship between MM exists, or not. Then I can create lists based on the relationship existing e.g. Membership List. Example 2: ModuleA and ModuleB are tw
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