by Vedisoft

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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#2512 - kanban not executing workflow when changing states

Closed Bug? created by ckorson Verified Purchase 4 years ago

kanban not executing workflow when changing states

  1. Vedisoft member avatar

    Vedisoft Provider

    4 years ago

    It should execute workflow in the same way as if you change and safe state on Record View page.
    1. clarify what module you use and what field
    2. try manually change state on Record View and make sure that workflow executes
    3. send description of your condition in the workflow (you can send just a screenshots with opened conditions and actions of the workflow)

    You can send all information by email

  2. cbahan member avatar

    ckorson Verified Purchase

    3 years ago

    I don't thing the issue is that Kanban will not trigger the workflow. The issue is that by using Kanban they will alter the status field directly and our workflows (for cases) start in Notes.

    • Vedisoft member avatar

      Vedisoft Provider

      3 years ago

      I'm sorry but I did not understand what you mean here: "workflows start in Notes."
      I guess the easiest way is to have a skype call, you will share your screen and we will take a look on what is going wrong with your workflow.

      My skype is andrew.uymin
      Please send me a message with time when we can have a skype-call.

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