PAD Workflow Tasks

PAD Workflow Tasks is a plugins bundle, for YetiForce CRM. It adds some new workflow tasks. Allows various forms of creating entity or lineitem field values from entity or lineitem values.

Workflowtaskslineitementitytolineitem - Copies a field from the lineitem entity (e.g. Products and Services) and assigns it to a lineitem field (e.g. in Quotes, Sales Orders, Invoices).

Workflowtasksprofitmarginmarkup: calculates profit, margin and markup as a percentage, or ratio, for each lineitem.

Workflowtaskslineitemstoentity: applies a function to a lineitems field and then assigns the result to an entity field.

Workflowtaskslineitemtolineitem: this workflow task allows you to define an expression with functions and lineitem fields and assign the result to a lineitem field.

Workflowtasksentitytoentity: this workflow task allows you to define an expression with functions and entity fields and assign the result to a entity field.

Workflowtasksnotifymention: [only in the YetiForce 6.4 version] this workflow task allows you to send notification to users mentioned in a comment

 

Compatibility: YetiForce 6.3.x, 6.4.x

Requirements: YetiForce, PAD Extensions Manager

Language: English, Italian, Russian

License: GNU General Public License (GPLv3)

 

PAD Workflow Tasks User Guide

 

BUY - YetiForce 6.3

BUY - YetiForce 6.4

Tutorials