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Transferring Opportunity Details into a new workflow

Last post Tue, Jan 20 2009 12:36 PM by Sunilgkartha. 4 replies.
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  • Thu, Jan 15 2009 2:39 AM

    Transferring Opportunity Details into a new workflow

     Hi,

    Can any one help me with the below query.

     After completing my opportunity workflow, i would like to create a new entry in the CUSTOM created entry called 'ABC' that need to pick some values from Opportunity entity and enter its own workflow when saved.

     I have created the new entity and now trying hard to link opportunity workflow and this custom entity. i cannot use CASE module for this, coz its already been used by some other dept.

    Any suggestion fellaws???

    Thanks

    Sunil

  • Thu, Jan 15 2009 7:55 AM In reply to

    Re: Transferring Opportunity Details into a new workflow

    That's an ambiguous question. 

    What exactly have you tried hard to do (entity wizard, custom ASP pages, tables scripts, etc.), and what's not working?

  • Sat, Jan 17 2009 11:54 AM In reply to

    Re: Transferring Opportunity Details into a new workflow

     Hi,
    thanks for ur reply. I have created new entity using entity wizard. An opportunity once reaches the stage 'Closed', i would like to transfer some of the details from Opportunity entity to the new custom entity. This should be an automated process and user should feel it as a
    continous process of Opportunity.
    thanks
    sunil

  • Sat, Jan 17 2009 9:21 PM In reply to

    Re: Transferring Opportunity Details into a new workflow

    That's sounds like a very simple Opportunity table script, you should look into it.

  • Tue, Jan 20 2009 12:36 PM In reply to

    Re: Transferring Opportunity Details into a new workflow

     Thanks Jay :)

     

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