diff --git a/provision/700_crm/0001_templates.yaml b/provision/700_crm/0001_templates.yaml
new file mode 100644
index 000000000..f4c531d83
--- /dev/null
+++ b/provision/700_crm/0001_templates.yaml
@@ -0,0 +1,22 @@
+templates:
+ quote:
+ type: text/html
+ template: "Details of Quote: {{.quote.values.QuoteNumber}} - {{.quote.values.Name}}
\r\n
\r\n\r\n \r\n \r\n Quote Information\r\n
\r\n Quote Number: {{.quote.values.QuoteNumber}}
\r\n Quote Name: {{.quote.values.Name}}
\r\n Expiration Date: {{.quote.values.ExpirationDate}}
\r\n Description: {{.quote.values.Description}}\r\n | \r\n \r\n Primary contact data\r\n
\r\n Contact Name: {{.quote.values.ContactId}}
\r\n Email: {{.quote.values.Email}}
\r\n Phone: {{.quote.values.Phon}}\r\n | \r\n \r\n Totals
\r\n
\r\n Subtotal: {{.quote.values.Subtotal}}
\r\n Additional Discount: {{.quote.values.Discount}}
\r\n Shipping and Handling: {{.quote.values.ShippingHandling}}
\r\n Total Price: {{.quote.values.TotalPrice}}
\r\n Tax: {{.quote.values.Tax}}
\r\n Grand Total: {{.quote.values.GrandTotal}}\r\n | \r\n
\r\n \r\n \r\n Products\r\n
\r\n {{range $index, $element := .lineItems}}\r\n Price:{{$element.values.UnitPrice}}
\r\n Quantity:{{$element.values.Quantity}}
\r\n Subtotal:{{$element.values.Subtotal}}
\r\n Discount:{{$element.values.Discount}}
\r\n Total Price:{{$element.values.TotalPrice}}
\r\n -------------------------
\r\n {{end}}\r\n | \r\n
\r\n \r\n \r\n Bill To
\r\n
\r\n Bill to Name: {{.quote.values.BillingName}}
\r\n Bill to Street: {{.quote.values.BillingStreet}}
\r\n Bill to City: {{.quote.values.BillingCity}}
\r\n Bill to State: {{.quote.values.BillingState}}
\r\n Bill to Postal Code: {{.quote.values.BillingPostalCode}}
\r\n Bill to Country: {{.quote.values.BillingCountry}}\r\n | \r\n \r\n Quote To
\r\n
\r\n Quote to Name: {{.quote.values.QuoteToName}}
\r\n Quote to Street: {{.quote.values.QuoteToStreet}}
\r\n Quote to City: {{.quote.values.QuoteToCity}}
\r\n Quote to State: {{.quote.values.QuoteToState}}
\r\n Quote to Postal Code: {{.quote.values.QuoteToPostalCode}}
\r\n Quote to Country: {{.quote.values.QuoteToCountry}}\r\n | \r\n \r\n Ship To
\r\n
\r\n Ship to Name: {{.quote.values.ShippingName}}
\r\n Ship to Street: {{.quote.values.ShippingStreet}}
\r\n Ship to City: {{.quote.values.ShippingCity}}
\r\n Ship to State: {{.quote.values.ShippingState}}
\r\n Ship to Postal Code: {{.quote.values.ShippingPostalCode}}
\r\n Ship to Country: {{.quote.values.ShippingCountry}}\r\n | \r\n
\r\n
"
+ meta:
+ short: quote
+ description: quote
+ lead_converted_content:
+ type: text/html
+ template: |
+ The following lead has been converted:
+
+ {{template "record_table" .account }}
+ meta:
+ short: Lead Converted (Content)
+ description: The lead was converted
+ lead_converted_subject:
+ type: text/plain
+ template: Lead {{ .lead.values.FirstName }} {{ .lead.values.LastName }} from {{ .lead.values.Company }} has been converted
+ meta:
+ short: Lead Converted (subject)
+ description: lead_converted_subject
\ No newline at end of file
diff --git a/provision/700_crm/1100_modules.yaml b/provision/700_crm/1100_modules.yaml
index 6620625fd..1b9318f43 100644
--- a/provision/700_crm/1100_modules.yaml
+++ b/provision/700_crm/1100_modules.yaml
@@ -6055,6 +6055,7 @@ modules:
CampaignId:
label: Primary Campaign Source
kind: Record
+ multi: true
options:
labelField: Name
module: Campaigns
@@ -7541,7 +7542,7 @@ modules:
expressions:
validators:
- test: "value < 0"
- error: Discount cannot be a negative number
+ error: Discount can not be a negative number
Email:
label: Email
kind: Email
@@ -8616,7 +8617,7 @@ modules:
expressions:
validators:
- test: "value < 0"
- error: Shipping and Handling cannot be a negative number
+ error: Shipping and Handling can not be a negative number
Status:
label: Status
@@ -8650,7 +8651,7 @@ modules:
expressions:
validators:
- test: "value < 0"
- error: Sub total cannot be a negative number
+ error: Sub total can not be a negative number
Tax:
label: Tax
kind: Number
@@ -8661,7 +8662,7 @@ modules:
expressions:
validators:
- test: "value < 0"
- error: Tax cannot be a negative number
+ error: Tax can not be a negative number
TotalPrice:
label: Total Price (calculated)
kind: Number
diff --git a/provision/700_crm/1400_pages.yaml b/provision/700_crm/1400_pages.yaml
index a40aa3cef..100c58466 100644
--- a/provision/700_crm/1400_pages.yaml
+++ b/provision/700_crm/1400_pages.yaml
@@ -415,11 +415,13 @@ pages:
- enabled: true
label: Convert this Lead into an Account
resourceType: compose:record
- script: /client-scripts/compose/crm/Lead/ToAccount.js:default
+ workflow: CRM-Lead-ToAccount
+ stepID: 3
- enabled: true
label: Convert this Lead into an Account and Opportunity
resourceType: compose:record
- script: /client-scripts/compose/crm/Lead/ToAccountAndOpportunity.js:default
+ workflow: CRM-Lead-ToAccountAndOpportunity
+ stepID: 77
sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
@@ -790,16 +792,19 @@ pages:
- enabled: true
label: Create new Opportunity from this Account
resourceType: compose:record
- script: /client-scripts/compose/crm/Account/CreateNewOpportunity.js:default
+ workflow: CRM-Account-CreateNewOpportunity
+ stepID: 3
- enabled: true
label: Create new Contract from this Account
resourceType: compose:record
- script: /client-scripts/compose/crm/Account/CreateNewContract.js:default
+ workflow: CRM-Account-CreateNewContract
+ stepID: 3
- enabled: true
label: Create new Case from this Account
resourceType: compose:record
- script: /client-scripts/compose/crm/Account/CreateNewCase.js:default
- sealed: false
+ workflow: CRM-Account-CreateNewCase
+ stepID: 14
+ sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
kind: Automation
@@ -1033,7 +1038,8 @@ pages:
- enabled: true
label: Create a new Case for this Contact and Account
resourceType: compose:record
- script: /client-scripts/compose/crm/Contact/CreateNewCase.js:default
+ workflow: CRM-Contact-CreateNewCase
+ stepID: 3
sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
@@ -1310,11 +1316,13 @@ pages:
label: Update prices of Products by applying the selected Price
Book and inserted discounts
resourceType: compose:record
- script: /client-scripts/compose/crm/Opportunity/ApplyPriceBook.js:default
+ workflow: CRM-Opportunity-ApplyPriceBook
+ stepID: 3
- enabled: true
label: Create a new Quote for this Opportunity
resourceType: compose:record
- script: /client-scripts/compose/crm/Opportunity/NewQuote.js:default
+ workflow: CRM-Opportunity-NewQuote
+ stepID: 3
sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
@@ -1649,12 +1657,14 @@ pages:
buttons:
- enabled: true
label: Send this Quote via email to the primary contact
- resourceType: compose:record
- script: /client-scripts/compose/crm/Quote/SendToPriContact.js:default
+ resourceType: compose:record,
+ workflow: CRM-Quote-SendToPriContact
+ stepID: 3
- enabled: true
label: Send this Quote to a custom email
resourceType: compose:record
- script: /client-scripts/compose/crm/Quote/SendToCustomEmail.js:default
+ workflow: CRM-Quote-SendToCustomEmail
+ stepID: 3
sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
@@ -3787,15 +3797,18 @@ pages:
- enabled: true
label: Set Case status to Working
resourceType: compose:record
- script: /client-scripts/compose/crm/Case/SetStatusToWorking.js:default
+ workflow: CRM-Case-SetStatusToWorking
+ stepID: 21
- enabled: true
label: Set Case status to Closed
resourceType: compose:record
- script: /client-scripts/compose/crm/Case/SetStatusToClosed.js:default
+ workflow: CRM-Case-SetStatusToClosed
+ stepID: 3
- enabled: true
label: Inform the contact via email of the Case solution
resourceType: compose:record
- script: /client-scripts/compose/crm/Case/InformContact.js:default
+ workflow: CRM-Case-InformContact
+ stepID: 14
sealed: false
style:
variants: {border: primary, headerText: primary}
diff --git a/provision/700_crm/1600_workflows.yaml b/provision/700_crm/1600_workflows.yaml
new file mode 100644
index 000000000..606d84eda
--- /dev/null
+++ b/provision/700_crm/1600_workflows.yaml
@@ -0,0 +1,14175 @@
+workflows:
+ CRM-Contact-SetLabel:
+ meta:
+ name: CRM - Contact - Set Label
+ description: Set label for contact record
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Contact
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 23
+ meta:
+ visual:
+ edges:
+ - childID: "23"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "39"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Create Contact
+ xywh:
+ - 2080
+ - 2280
+ - 200
+ - 80
+ - resourceType: compose:record
+ eventType: beforeUpdate
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Contact
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 23
+ meta:
+ visual:
+ edges:
+ - childID: "23"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "40"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0;
+ value: null
+ parentID: "3"
+ id: "3"
+ parent: "1"
+ value: Update Contact
+ xywh:
+ - 2080
+ - 2440
+ - 200
+ - 80
+ steps:
+ - id: 23
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "23"
+ parent: "1"
+ value: Check if First/Last name exists
+ xywh:
+ - 2360
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 41
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.FirstName + ' ' + record.values.LastName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "41"
+ parent: "1"
+ value: Assign record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2120
+ - 200
+ - 80
+ labels: {}
+ - id: 43
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.FirstName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "43"
+ parent: "1"
+ value: Assign record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 45
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.LastName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "45"
+ parent: "1"
+ value: Assign record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 74
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "74"
+ parent: "1"
+ value: Check if related Account exists
+ xywh:
+ - 3160
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 76
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "76"
+ parent: "1"
+ value: null
+ xywh:
+ - 3560
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 78
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Account
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: record.values.AccountId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: accountRecord
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "78"
+ parent: "1"
+ value: Get related Account
+ xywh:
+ - 3160
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 85
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "85"
+ parent: "1"
+ value: If related Account has AccountName
+ xywh:
+ - 3160
+ - 2600
+ - 200
+ - 80
+ labels: {}
+ - id: 86
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.RecordLabel + " (" + accountRecord.values.AccountName +")"
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "86"
+ parent: "1"
+ value: Add AccountName to RecordLabel
+ xywh:
+ - 3160
+ - 2760
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: '(record.values.FirstName ? true : false) && (record.values.LastName ? true : false)'
+ parentid: 23
+ childid: 41
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "42"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - FirstName & LastName'
+ - expr: 'record.values.FirstName ? true : false'
+ parentid: 23
+ childid: 43
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "44"
+ parent: "1"
+ points:
+ - x: 2712
+ "y": 2320
+ - x: 2712
+ "y": 2320
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - Only FirstName '
+ - expr: 'record.values.LastName ? true : false'
+ parentid: 23
+ childid: 45
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "46"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#3 - Only LastName'
+ - expr: '(record.values.AccountId ? true : false)'
+ parentid: 74
+ childid: 78
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "79"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 74
+ childid: 76
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "80"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: '(accountRecord.values.AccountName ? true : false)'
+ parentid: 85
+ childid: 86
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "87"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 85
+ childid: 76
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "89"
+ parent: "1"
+ points:
+ - x: 3660
+ "y": 2640
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: ""
+ parentid: 41
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "90"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 43
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "91"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 45
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "92"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 78
+ childid: 85
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "93"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ CRM-Case-InformContact:
+ meta:
+ name: CRM - Case - Inform Contact
+ description: Inform the contact via email of the Case solution
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: onManual
+ constraints:
+ - name: module.name
+ op: =
+ values:
+ - Case
+ - name: namespace.name
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 21
+ meta:
+ visual:
+ edges:
+ - childID: "21"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "22"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Manual
+ xywh:
+ - 2480
+ - 2760
+ - 200
+ - 80
+ steps:
+ - id: 13
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: '"Corteza - Case:" + record.values.CaseNumber + " - " + record.values.Subject'
+ value: null
+ type: String
+ tests: []
+ - target: to
+ source: ""
+ expr: record.values.SuppliedEmail
+ value: null
+ type: String
+ tests: []
+ - target: html
+ source: ""
+ expr: emailRow1 + emailRow2 + emailRow3
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "1"
+ value: Send Email
+ xywh:
+ - 3360
+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 17
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: emailRow1
+ source: ""
+ expr: '"Solution of case: " + record.values.CaseNumber + " - " + record.values.Subject + "
"'
+ value: null
+ type: String
+ tests: []
+ - target: emailRow2
+ source: ""
+ expr: '"Solution Title: " + (record.values.SolutionName ? record.values.SolutionName : "/") + "
"'
+ value: null
+ type: String
+ tests: []
+ - target: emailRow3
+ source: ""
+ expr: '"Solution Details: " + (record.values.SolutionNote? record.values.SolutionNote: "/") + "
"'
+ value: null
+ type: Any
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "17"
+ parent: "1"
+ value: Prepare Email body
+ xywh:
+ - 3120
+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 20
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: You can only inform the client of a solution when the case status is "Closed".
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "20"
+ parent: "1"
+ value: 'Warning: Not Closed'
+ xywh:
+ - 2720
+ - 2600
+ - 200
+ - 80
+ labels: {}
+ - id: 21
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "21"
+ parent: "1"
+ value: Check if Closed and has Email
+ xywh:
+ - 2720
+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 24
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: There is no supplied email. Please fill in an email address in the "Contact Email" field
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "24"
+ parent: "1"
+ value: 'Warning: No Email'
+ xywh:
+ - 2720
+ - 2920
+ - 200
+ - 80
+ labels: {}
+ - id: 27
+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: ""
+ value: Success
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: The case solution has been sent via email
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: success
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Success
+ xywh:
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+ - 2760
+ - 200
+ - 80
+ labels: {}
+ paths:
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+ childid: 13
+ meta:
+ name: ""
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+ parent: "1"
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+ parentid: 21
+ childid: 20
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0;
+ value: '#1 - If Status not "Closed"'
+ - expr: 'record.values.SuppliedEmail ? false : true'
+ parentid: 21
+ childid: 24
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - If no SuppliedEmail'
+ - expr: ""
+ parentid: 21
+ childid: 17
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "26"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#3 - Else'
+ - expr: ""
+ parentid: 13
+ childid: 27
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ CRM-Solution-InsertNumber:
+ meta:
+ name: CRM - Solution - Insert Number
+ description: Sets the solution number based on the settings
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Solution
+ - name: namespace.handle
+ op: =
+ values:
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+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
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+ meta:
+ description: ""
+ label: ""
+ visual:
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+ parent: "1"
+ points: []
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+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Solution Before Create Solution
+ xywh:
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+ - 2080
+ - 200
+ - 80
+ - resourceType: compose:record
+ eventType: beforeUpdate
+ constraints:
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+ op: =
+ values:
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+ - name: module.handle
+ op: =
+ values:
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+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
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+ meta:
+ description: ""
+ label: ""
+ visual:
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+ parent: "1"
+ points: []
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+ value: null
+ parentID: "9"
+ id: "9"
+ parent: "1"
+ value: Solution Before Update Solution
+ xywh:
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+ - 2240
+ - 200
+ - 80
+ steps:
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+ kind: function
+ ref: composeRecordsLast
+ arguments:
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+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
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+ parent: "1"
+ value: Get Settings
+ xywh:
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+ - 2080
+ - 200
+ - 80
+ labels: {}
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+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: 'settings.values.SolutionNextNumber ? settings.values.SolutionNextNumber : 0'
+ value: null
+ type: Integer
+ tests: []
+ - target: record.values.SolutionNumber
+ source: ""
+ expr: nextSolutionNumber
+ value: null
+ type: Integer
+ tests: []
+ - target: settings.values.SolutionNextNumber
+ source: ""
+ expr: nextSolutionNumber + 1
+ value: null
+ type: Integer
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "5"
+ parent: "1"
+ value: Set SolutionNumber
+ xywh:
+ - 2960
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 7
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
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+ source: ""
+ expr: settings
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "7"
+ parent: "1"
+ value: Save Settings
+ xywh:
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+ - 2240
+ - 200
+ - 80
+ labels: {}
+ - id: 11
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "1"
+ value: Check if has number
+ xywh:
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+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 14
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "14"
+ parent: "1"
+ value: End
+ xywh:
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+ - 2240
+ - 200
+ - 80
+ labels: {}
+ paths:
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+ parentid: 5
+ childid: 7
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: 'record.values.SolutionNumber ? false : true'
+ parentid: 11
+ childid: 5
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "12"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - No Number'
+ - expr: ""
+ parentid: 3
+ childid: 11
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "1"
+ points: []
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+ value: null
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+ meta:
+ name: ""
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+ parent: "1"
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+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Has number'
+ CRM-Account-CreateNewOpportunity:
+ meta:
+ name: CRM - Account - Create New Opportunity
+ description: Creates new Opportunity record from an existing Account
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: onManual
+ constraints:
+ - name: module.handle
+ op: =
+ values:
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+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
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+ meta:
+ description: ""
+ label: ""
+ visual:
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+ parent: "1"
+ points: []
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+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: On Manual Account
+ xywh:
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+ - 2080
+ - 200
+ - 80
+ steps:
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+ kind: function
+ ref: composeRecordsLast
+ arguments:
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+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
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+ type: ""
+ tests: []
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+ visual:
+ id: "3"
+ parent: "1"
+ value: Get Settings
+ xywh:
+ - 2400
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 55
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Contact
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"AccountId = " + record.recordID + " AND IsPrimary"'
+ value: null
+ type: String
+ tests: []
+ - target: incTotal
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
+ - target: contacts
+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ - target: numOfContacts
+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "55"
+ parent: "1"
+ value: Get Contacts
+ xywh:
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+ - 2200
+ - 200
+ - 80
+ labels: {}
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+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "61"
+ parent: "1"
+ value: Check for contact
+ xywh:
+ - 2400
+ - 2320
+ - 200
+ - 80
+ labels: {}
+ - id: 66
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: contacts[0]
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "66"
+ parent: "1"
+ value: Set contact
+ xywh:
+ - 2400
+ - 2480
+ - 200
+ - 80
+ labels: {}
+ - id: 81
+ kind: function
+ ref: composeRecordsNew
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Opportunity
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "81"
+ parent: "1"
+ value: Make Opportunity
+ xywh:
+ - 2680
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 83
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: '"(unnamed)"'
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.AccountId
+ source: ""
+ expr: record.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: opportunity.values.IsClosed
+ source: ""
+ expr: "false"
+ value: null
+ type: Boolean
+ tests: []
+ - target: opportunity.values.IsWon
+ source: ""
+ expr: "false"
+ value: null
+ type: Boolean
+ tests: []
+ - target: opportunity.values.CloseDate
+ source: ""
+ expr: modMonth(now(), 1)
+ value: null
+ type: DateTime
+ tests: []
+ - target: opportunity.values.Probability
+ source: ""
+ expr: settings.values.OpportunityProbability
+ value: null
+ type: Integer
+ tests: []
+ - target: opportunity.values.ForecastCategory
+ source: ""
+ expr: settings.values.OpportunityForecaseCategory
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.StageName
+ source: ""
+ expr: settings.values.OpportunityStagename
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.OwnerId
+ source: ""
+ expr: opportunity.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ - target: opportunity.values.CampaignId
+ source: ""
+ expr: 'record.values.CampaignId ? record.values.CampaignId : []'
+ value: null
+ type: Array
+ tests: []
+ - target: opportunity.values.LeadSource
+ source: ""
+ expr: record.values.AccountSource
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Set Opportunity values
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+ - 2200
+ - 200
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+ kind: function
+ ref: composeRecordsCreate
+ arguments:
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+ source: ""
+ expr: opportunity
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+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
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+ type: ""
+ tests: []
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+ name: ""
+ description: ""
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+ id: "86"
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+ value: Save Opportunity
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+ - 2320
+ - 200
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+ kind: function
+ ref: composeRecordsNew
+ arguments:
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+ source: ""
+ expr: ""
+ value: OpportunityContactRole
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ results:
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+ source: ""
+ expr: record
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+ type: ""
+ tests: []
+ meta:
+ name: ""
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+ visual:
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+ parent: "1"
+ value: Make OpportunityContactRole
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+ - 2960
+ - 2080
+ - 200
+ - 80
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+ - id: 89
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: contact.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: opportunityContactRole.values.OpportunityId
+ source: ""
+ expr: opportunity.recordID
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+ type: ID
+ tests: []
+ - target: opportunityContactRole.values.IsPrimary
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+ type: Boolean
+ tests: []
+ results: []
+ meta:
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+ parent: "1"
+ value: Set OpportunityContactRolevalues
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+ kind: function
+ ref: composeRecordsUpdate
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+ expr: opportunity
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+ tests: []
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+ type: ""
+ tests: []
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+ name: ""
+ description: ""
+ visual:
+ id: "91"
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+ value: Save OpportunityContactRole
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+ - 200
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+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: '"Success"'
+ value: null
+ type: String
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+ source: ""
+ expr: '"The new opportunity has been created."'
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+ type: String
+ tests: []
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+ source: ""
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+ type: Boolean
+ tests: []
+ results: []
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+ id: "103"
+ parent: "1"
+ value: Show success
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+ - 3240
+ - 2080
+ - 200
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+ labels: {}
+ - id: 105
+ kind: prompt
+ ref: recordPage
+ arguments:
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+ source: ""
+ expr: ""
+ value: Opportunity
+ type: Handle
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+ type: Handle
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+ type: ComposeRecord
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+ type: Boolean
+ tests: []
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+ meta:
+ name: ""
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+ visual:
+ id: "105"
+ parent: "1"
+ value: Go to editor
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+ - 2200
+ - 200
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+ kind: prompt
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+ arguments:
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+ expr: '"Warning"'
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+ type: String
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+ type: String
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+ type: String
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+ type: Boolean
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+ id: "107"
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+ parentid: 61
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+ style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - No Contact'
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+ name: ""
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+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ CRM-Case-SetStatusToClosed:
+ meta:
+ name: CRM - Case - Set Status To Closed
+ description: Sets status of Case record to "Closed"
+ enabled: true
+ keepSessions: 0
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+ value: On Manual Quote
+ xywh:
+ - 2040
+ - 2040
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Check recipient
+ xywh:
+ - 2320
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 6
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: QuoteLineItem
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"QuoteId = " + record.recordID'
+ value: null
+ type: String
+ tests: []
+ results:
+ - target: lineItems
+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "6"
+ parent: "1"
+ value: Get LineItems
+ xywh:
+ - 2680
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 11
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: '"Corteza - Quote: " + record.values.QuoteNumber + " - " + record.values.Name'
+ value: null
+ type: String
+ tests: []
+ - target: to
+ source: ""
+ expr: '"a@m"'
+ value: null
+ type: String
+ tests: []
+ - target: html
+ source: ""
+ expr: html.document
+ value: null
+ type: Reader
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "1"
+ value: Send Mail
+ xywh:
+ - 2960
+ - 2360
+ - 200
+ - 80
+ labels: {}
+ - id: 15
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: There is no email linked to the quote. Please fill in an email address in the "Primary contact data" block
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "15"
+ parent: "1"
+ value: 'Warning: There is no email linked to the quote. Please fill in an email address in the "Primary contact data" block.'
+ xywh:
+ - 2320
+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 16
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Success
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: The quote has been sent via email
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: success
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "16"
+ parent: "1"
+ value: 'Success: The quote has been sent via email'
+ xywh:
+ - 2960
+ - 2520
+ - 200
+ - 80
+ labels: {}
+ - id: 19
+ kind: function
+ ref: templatesRender
+ arguments:
+ - target: lookup
+ source: ""
+ expr: ""
+ value: quote
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: body
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/html
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: renderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
+ - target: html
+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "19"
+ parent: "1"
+ value: Quote to HTML
+ xywh:
+ - 2960
+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 31
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: renderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: renderVariables.quote
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: renderVariables.lineItems
+ source: ""
+ expr: lineItems
+ value: null
+ type: Array
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "31"
+ parent: "1"
+ value: Set Render Variables
+ xywh:
+ - 2960
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: 'record.values.Email ? true : false'
+ parentid: 3
+ childid: 6
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "7"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - Yes'
+ - expr: ""
+ parentid: 3
+ childid: 15
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "8"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - No'
+ - expr: ""
+ parentid: 11
+ childid: 16
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "14"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 19
+ childid: 11
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "21"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 6
+ childid: 31
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "46"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 31
+ childid: 19
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "47"
+ parent: "1"
+ points: null
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ CRM-Quote-SendToCustomEmail:
+ meta:
+ name: CRM - Quote - Send To Custom Email
+ description: Sends quote email to custom address
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: onManual
+ constraints:
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ - name: module.handle
+ op: =
+ values:
+ - Quote
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "4"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: On Manual Quote
+ xywh:
+ - 2040
+ - 2040
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: prompt
+ ref: input
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Input Custom Email
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: 'Please enter an email to send this quote to:'
+ type: String
+ tests: []
+ - target: label
+ source: ""
+ expr: '"Email"'
+ value: null
+ type: String
+ tests: []
+ - target: type
+ source: ""
+ expr: ""
+ value: email
+ type: String
+ tests: []
+ results:
+ - target: email
+ source: ""
+ expr: value
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Prompt for Email
+ xywh:
+ - 2320
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 5
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "5"
+ parent: "1"
+ value: Check if email entered
+ xywh:
+ - 2600
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 8
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: QuoteLineItem
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"QuoteId = " + record.recordID'
+ value: null
+ type: String
+ tests: []
+ results:
+ - target: lineItems
+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "8"
+ parent: "1"
+ value: Get LineItems
+ xywh:
+ - 2960
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 13
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: '"Corteza - Quote: " + record.values.QuoteNumber + " - " + record.values.Name'
+ value: null
+ type: String
+ tests: []
+ - target: to
+ source: ""
+ expr: email
+ value: null
+ type: String
+ tests: []
+ - target: html
+ source: ""
+ expr: html.document
+ value: null
+ type: Reader
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "1"
+ value: Send Email
+ xywh:
+ - 3240
+ - 2360
+ - 200
+ - 80
+ labels: {}
+ - id: 19
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: Please enter an email to send this quote to
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "19"
+ parent: "1"
+ value: 'Warning: Please enter an email to send this quote to'
+ xywh:
+ - 2600
+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 20
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Success
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: The quote has been sent via email
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: success
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "20"
+ parent: "1"
+ value: 'Success: The quote has been sent via email'
+ xywh:
+ - 3240
+ - 2520
+ - 200
+ - 80
+ labels: {}
+ - id: 29
+ kind: function
+ ref: templatesRender
+ arguments:
+ - target: lookup
+ source: ""
+ expr: ""
+ value: quote
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: body
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/html
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: renderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
+ - target: html
+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "29"
+ parent: "1"
+ value: Render Template
+ xywh:
+ - 3240
+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 33
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: renderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: renderVariables.quote
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: renderVariables.lineItems
+ source: ""
+ expr: lineItems
+ value: null
+ type: Array
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "33"
+ parent: "1"
+ value: Set Render Variables
+ xywh:
+ - 3240
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: ""
+ parentid: 3
+ childid: 5
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "6"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: 'email ? true : false'
+ parentid: 5
+ childid: 8
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "9"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 5
+ childid: 19
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "10"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: ""
+ parentid: 13
+ childid: 20
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "21"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 29
+ childid: 13
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "32"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 33
+ childid: 29
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "36"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 8
+ childid: 33
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "37"
+ parent: "1"
+ points: null
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ CRM-Quote-InsertNumber:
+ meta:
+ name: CRM - Quote - Insert Number
+ description: Sets the Quote number based on the settings
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Quote
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "4"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Quote Before Create Quote
+ xywh:
+ - 2040
+ - 2080
+ - 200
+ - 80
+ - resourceType: compose:record
+ eventType: beforeUpdate
+ constraints:
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ - name: module.handle
+ op: =
+ values:
+ - Quote
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "10"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0;
+ value: null
+ parentID: "9"
+ id: "9"
+ parent: "1"
+ value: Quote Before Update Quote
+ xywh:
+ - 2040
+ - 2240
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: function
+ ref: composeRecordsLast
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ results:
+ - target: settings
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Get Settings
+ xywh:
+ - 2320
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 5
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: nextQuoteNumber
+ source: ""
+ expr: 'settings.values.QuoteNextNumber ? settings.values.QuoteNextNumber : 0'
+ value: null
+ type: Integer
+ tests: []
+ - target: record.values.QuoteNumber
+ source: ""
+ expr: nextQuoteNumber
+ value: null
+ type: Integer
+ tests: []
+ - target: settings.values.QuoteNextNumber
+ source: ""
+ expr: nextQuoteNumber + 1
+ value: null
+ type: Integer
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "5"
+ parent: "1"
+ value: Set QuoteNumber
+ xywh:
+ - 2960
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 7
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
+ - target: record
+ source: ""
+ expr: settings
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "7"
+ parent: "1"
+ value: Save Settings
+ xywh:
+ - 2960
+ - 2240
+ - 200
+ - 80
+ labels: {}
+ - id: 11
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "1"
+ value: Check if has number
+ xywh:
+ - 2560
+ - 2080
+ - 200
+ - 80
+ labels: {}
+ - id: 14
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "14"
+ parent: "1"
+ value: End
+ xywh:
+ - 2560
+ - 2240
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: ""
+ parentid: 5
+ childid: 7
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "8"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: 'record.values.QuoteNumber ? false : true'
+ parentid: 11
+ childid: 5
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "12"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - No Number'
+ - expr: ""
+ parentid: 3
+ childid: 11
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 11
+ childid: 14
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "15"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Has number'
+ CRM-Opportunity-ApplyPriceBook:
+ meta:
+ name: CRM - Opportunity - Apply Price Book
+ description: Update prices of Products by applying the selected Price Book and inserted discounts
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: onManual
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Opportunity
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "4"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: On Manual Opportunity
+ xywh:
+ - 2040
+ - 2040
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: pricebookId
+ source: ""
+ expr: 'record.values.PricebookId ? record.values.PricebookId : 0'
+ value: null
+ type: ID
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Set pricebookId
+ xywh:
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+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 5
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
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+ source: ""
+ expr: ""
+ value: Pricebook
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"IsActive AND IsStandard"'
+ value: null
+ type: String
+ tests: []
+ - target: incTotal
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
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+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ - target: numOfPricebooks
+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
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+ parent: "1"
+ value: Fetch Pricebooks
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+ - 3040
+ - 2040
+ - 200
+ - 80
+ labels: {}
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+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "7"
+ parent: "1"
+ value: Check Pricebooks
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+ - 2040
+ - 200
+ - 80
+ labels: {}
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+ kind: expressions
+ ref: ""
+ arguments:
+ - target: pricebook
+ source: ""
+ expr: 'pricebooks[0] ? pricebooks[0] : undefined'
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: pricebookId
+ source: ""
+ expr: 'pricebook ? pricebook.recordID : undefined'
+ value: null
+ type: ID
+ tests: []
+ - target: record.values.PricebookId
+ source: ""
+ expr: pricebookId
+ value: null
+ type: ID
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Set pricebookIds
+ xywh:
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+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 12
+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: '"There are no active price books configured in the CRM. Please insert an active price book in the Price book module"'
+ value: null
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: 'Warning: No Pricebooks'
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+ - 2040
+ - 200
+ - 80
+ labels: {}
+ - id: 14
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "14"
+ parent: "1"
+ value: Check pricebookId
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+ - 2400
+ - 200
+ - 80
+ labels: {}
+ - id: 17
+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: Please select a Price book for this opportunity first.
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
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+ - 2400
+ - 200
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+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
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+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "20"
+ parent: "1"
+ value: Save Opportunity
+ xywh:
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+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 23
+ kind: iterator
+ ref: composeRecordsEach
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: OpportunityLineItem
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"OpportunityId = " + record.recordID'
+ value: null
+ type: String
+ tests: []
+ - target: incTotal
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ - target: index
+ source: ""
+ expr: index
+ value: null
+ type: ""
+ tests: []
+ - target: numOfLineItems
+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "23"
+ parent: "1"
+ value: Fetch LineItems
+ xywh:
+ - 2320
+ - 2560
+ - 200
+ - 80
+ labels: {}
+ - id: 26
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Product
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: lineItem.values.ProductId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: product
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "26"
+ parent: "1"
+ value: Fetch Product
+ xywh:
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+ - 2560
+ - 200
+ - 80
+ labels: {}
+ - id: 28
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: quoteTotal
+ source: ""
+ expr: "0"
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "28"
+ parent: "1"
+ value: Set Quote Total
+ xywh:
+ - 2040
+ - 2560
+ - 200
+ - 80
+ labels: {}
+ - id: 30
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.Amount
+ source: ""
+ expr: quoteTotal
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "30"
+ parent: "1"
+ value: Set Amount
+ xywh:
+ - 2040
+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 32
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "32"
+ parent: "1"
+ value: Save Opportunity
+ xywh:
+ - 2320
+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 34
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Success
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: Pricebook applied
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: success
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "34"
+ parent: "1"
+ value: 'Success: Pricebook applied'
+ xywh:
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+ - 2880
+ - 200
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+ labels: {}
+ - id: 36
+ kind: prompt
+ ref: recordPage
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Opportunity
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "36"
+ parent: "1"
+ value: Reload page
+ xywh:
+ - 2320
+ - 2880
+ - 200
+ - 80
+ labels: {}
+ - id: 38
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: PricebookEntry
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: query
+ source: ""
+ expr: '"PricebookId = " + pricebookId + " AND ProductId = " + lineItem.values.ProductId'
+ value: null
+ type: String
+ tests: []
+ - target: incTotal
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
+ - target: pricebookEntries
+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ - target: numOfPricebookEntries
+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "38"
+ parent: "1"
+ value: Fetch Pricebook entry
+ xywh:
+ - 3320
+ - 2560
+ - 200
+ - 80
+ labels: {}
+ - id: 41
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: pricebookEntry
+ source: ""
+ expr: 'numOfPricebookEntries > 0 ? pricebookEntries[0] : undefined'
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "41"
+ parent: "1"
+ value: Set pricebookEntry
+ xywh:
+ - 2600
+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 45
+ kind: continue
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "45"
+ parent: "1"
+ value: null
+ xywh:
+ - 3560
+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 49
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: quantity
+ source: ""
+ expr: 'lineItem.values.Quantity ? lineItem.values.Quantity : 1'
+ value: null
+ type: Float
+ tests: []
+ - target: discount
+ source: ""
+ expr: 'lineItem.values.Discount ? lineItem.values.Discount : 0'
+ value: null
+ type: Float
+ tests: []
+ - target: listprice
+ source: ""
+ expr: 'pricebookEntry.values.UnitPrice ? pricebookEntry.values.UnitPrice : 0'
+ value: null
+ type: Float
+ tests: []
+ - target: unitprice
+ source: ""
+ expr: '(lineItem.values.UnitPrice ? false : true) ? listprice : (lineItem.values.UnitPrice ? lineItem.values.UnitPrice : 0)'
+ value: null
+ type: Any
+ tests: []
+ - target: subtotal
+ source: ""
+ expr: unitprice * quantity
+ value: null
+ type: Float
+ tests: []
+ - target: totalprice
+ source: ""
+ expr: subtotal - discount
+ value: null
+ type: Float
+ tests: []
+ - target: lineItem.values.Name
+ source: ""
+ expr: product.values.Name
+ value: null
+ type: String
+ tests: []
+ - target: lineItem.values.ProductCode
+ source: ""
+ expr: product.values.ProductCode
+ value: null
+ type: String
+ tests: []
+ - target: lineItem.values.ListPrice
+ source: ""
+ expr: listprice
+ value: null
+ type: Float
+ tests: []
+ - target: lineItem.values.UnitPrice
+ source: ""
+ expr: unitprice
+ value: null
+ type: Float
+ tests: []
+ - target: lineItem.values.Subtotal
+ source: ""
+ expr: subtotal
+ value: null
+ type: Float
+ tests: []
+ - target: lineItem.values.TotalPrice
+ source: ""
+ expr: totalprice
+ value: null
+ type: Float
+ tests: []
+ - target: quoteTotal
+ source: ""
+ expr: quoteTotal + totalprice
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "49"
+ parent: "1"
+ value: Set line item values
+ xywh:
+ - 2880
+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 51
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
+ - target: record
+ source: ""
+ expr: lineItem
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: lineItem
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "51"
+ parent: "1"
+ value: Save lineItem
+ xywh:
+ - 3160
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+ - 200
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+ labels: {}
+ - id: 53
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "53"
+ parent: "1"
+ value: Check pricebookId
+ xywh:
+ - 2600
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+ labels: {}
+ - id: 66
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "66"
+ parent: "1"
+ value: Check numOfPricebookEntries > 0
+ xywh:
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+ - 2560
+ - 200
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+ labels: {}
+ paths:
+ - expr: ""
+ parentid: 5
+ childid: 7
+ meta:
+ name: ""
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+ visual:
+ id: "8"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: numOfPricebooks > 0
+ parentid: 7
+ childid: 10
+ meta:
+ name: ""
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+ id: "11"
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+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - Has Pricebook'
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+ parentid: 7
+ childid: 12
+ meta:
+ name: ""
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+ visual:
+ id: "13"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No Pricebooks'
+ - expr: ""
+ parentid: 10
+ childid: 20
+ meta:
+ name: ""
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+ visual:
+ id: "21"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
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+ - expr: pricebookId != 0
+ parentid: 14
+ childid: 28
+ meta:
+ name: ""
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+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - Has Pricebook'
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+ parentid: 14
+ childid: 17
+ meta:
+ name: ""
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+ id: "25"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No pricebook'
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+ parentid: 23
+ childid: 26
+ meta:
+ name: ""
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+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: Iterate over line items
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+ parentid: 28
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+ meta:
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+ visual:
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+ parent: "1"
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+ - expr: pricebookId != 0
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+ meta:
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+ points:
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+ "y": 2200
+ - x: 2000
+ "y": 2200
+ - x: 2000
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+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
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+ - expr: ""
+ parentid: 20
+ childid: 14
+ meta:
+ name: ""
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+ visual:
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+ parent: "1"
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+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No pricebookId'
+ - expr: numOfPricebookEntries > 0
+ parentid: 66
+ childid: 41
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "67"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - Has pricebook entries'
+ - expr: ""
+ parentid: 66
+ childid: 45
+ meta:
+ name: ""
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+ visual:
+ id: "68"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No entry'
+ - expr: ""
+ parentid: 41
+ childid: 49
+ meta:
+ name: ""
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+ visual:
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+ parent: "1"
+ points: []
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+ meta:
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+ meta:
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+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ CRM-Case-InsertNumber:
+ meta:
+ name: CRM - Case - Insert Number
+ description: This workflow assigns the case number based on the global settings record.
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Case
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "4"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Before Create Case
+ xywh:
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+ - 2200
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+ triggers:
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+ type: String
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+ - target: account.values.ShippingStreet
+ source: ""
+ expr: record.values.Street
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingCity
+ source: ""
+ expr: record.values.City
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingState
+ source: ""
+ expr: record.values.State
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingPostalCode
+ source: ""
+ expr: record.values.PostalCode
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingCountry
+ source: ""
+ expr: record.values.Country
+ value: null
+ type: String
+ tests: []
+ - target: account.values.AnnualRevenue
+ source: ""
+ expr: record.values.AnnualRevenue
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Description
+ source: ""
+ expr: record.values.Description
+ value: null
+ type: String
+ tests: []
+ - target: account.values.AccountName
+ source: ""
+ expr: record.values.Company
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Fax
+ source: ""
+ expr: record.values.Fax
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Industry
+ source: ""
+ expr: record.values.Industry
+ value: null
+ type: String
+ tests: []
+ - target: account.values.AccountSource
+ source: ""
+ expr: record.values.LeadSource
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Phone
+ source: ""
+ expr: record.values.Phone
+ value: null
+ type: String
+ tests: []
+ - target: account.values.NumberOfEmployees
+ source: ""
+ expr: record.values.NumberOfEmployees
+ value: null
+ type: Integer
+ tests: []
+ - target: account.values.Rating
+ source: ""
+ expr: record.values.Rating
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Website
+ source: ""
+ expr: record.values.Website
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Twitter
+ source: ""
+ expr: record.values.Twitter
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Facebook
+ source: ""
+ expr: record.values.Facebook
+ value: null
+ type: String
+ tests: []
+ - target: account.values.LinkedIn
+ source: ""
+ expr: record.values.LinkedIn
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
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+ description: ""
+ visual:
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+ parent: "1"
+ value: Populate account data
+ xywh:
+ - 2816
+ - 2400
+ - 200
+ - 80
+ labels: {}
+ - id: 8
+ kind: function
+ ref: composeRecordsCreate
+ arguments:
+ - target: record
+ source: account
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "8"
+ parent: "1"
+ value: Create account
+ xywh:
+ - 3080
+ - 2400
+ - 200
+ - 80
+ labels: {}
+ - id: 9
+ kind: function
+ ref: composeRecordsNew
+ arguments:
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+ source: ""
+ expr: ""
+ value: Contact
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "9"
+ parent: "1"
+ value: Prepare contact record
+ xywh:
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+ - 2584
+ - 200
+ - 80
+ labels: {}
+ - id: 10
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: record.values.Street
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingCity
+ source: ""
+ expr: record.values.City
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingState
+ source: ""
+ expr: record.values.State
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingPostalCode
+ source: ""
+ expr: record.values.PostalCode
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingCountry
+ source: ""
+ expr: record.values.Country
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Description
+ source: ""
+ expr: record.values.Description
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.DoNotCall
+ source: ""
+ expr: record.values.DoNotCall
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.Email
+ source: ""
+ expr: record.values.Email
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.HasOptedOutOfEmail
+ source: ""
+ expr: record.values.HasOptedOutOfEmail
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.Fax
+ source: ""
+ expr: record.values.Fax
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.HasOptedOutOfFax
+ source: ""
+ expr: record.values.HasOptedOutOfFax
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.LeadSource
+ source: ""
+ expr: record.values.LeadSource
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Twitter
+ source: ""
+ expr: record.values.Twitter
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Facebook
+ source: ""
+ expr: record.values.Facebook
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.LinkedIn
+ source: ""
+ expr: record.values.LinkedIn
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Salutation
+ source: ""
+ expr: record.values.Salutation
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.FirstName
+ source: ""
+ expr: record.values.FirstName
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.LastName
+ source: ""
+ expr: record.values.LastName
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MobilePhone
+ source: ""
+ expr: record.values.MobilePhone
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Phone
+ source: ""
+ expr: record.values.Phone
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Title
+ source: ""
+ expr: record.values.Title
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.IsPrimary
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.CampaignId
+ source: ""
+ expr: record.values.CampaignId
+ value: null
+ type: Any
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "10"
+ parent: "1"
+ value: Populate contact data
+ xywh:
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+ - 2584
+ - 200
+ - 80
+ labels: {}
+ - id: 11
+ kind: function
+ ref: composeRecordsCreate
+ arguments:
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+ source: contact
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "1"
+ value: Create contact
+ xywh:
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+ - 2584
+ - 200
+ - 80
+ labels: {}
+ - id: 12
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: '"Converted"'
+ value: null
+ type: String
+ tests: []
+ - target: record.values.IsConverted
+ source: ""
+ expr: '"Yes"'
+ value: null
+ type: String
+ tests: []
+ - target: record.values.ConvertedAccountId
+ source: ""
+ expr: account.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: record.values.ConvertedContactId
+ source: ""
+ expr: contact.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: record.values.ConvertedDate
+ source: ""
+ expr: account.createdAt
+ value: null
+ type: DateTime
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "12"
+ parent: "1"
+ value: Update lead data
+ xywh:
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+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 13
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
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+ source: record
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
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+ description: ""
+ visual:
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+ parent: "1"
+ value: Save lead
+ xywh:
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+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 17
+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: ""
+ value: Success
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: The lead has been converted
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: success
+ type: String
+ tests: []
+ results: []
+ meta:
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+ description: ""
+ visual:
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+ parent: "1"
+ value: Lead converted
+ xywh:
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+ - 3080
+ - 200
+ - 80
+ labels: {}
+ - id: 79
+ kind: prompt
+ ref: recordPage
+ arguments:
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+ source: ""
+ expr: ""
+ value: Account
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: account
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Redirect to account page
+ xywh:
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+ - 3080
+ - 200
+ - 80
+ labels: {}
+ - id: 81
+ kind: function
+ ref: templatesRender
+ arguments:
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+ source: ""
+ expr: ""
+ value: lead_converted_content
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: body
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/html
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: contentRenderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
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+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "81"
+ parent: "1"
+ value: Prepare email content
+ xywh:
+ - 2840
+ - 2920
+ - 200
+ - 80
+ labels: {}
+ - id: 83
+ kind: function
+ ref: templatesRender
+ arguments:
+ - target: lookup
+ source: ""
+ expr: ""
+ value: lead_converted_subject
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: subject
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/plain
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: subjectRenderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
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+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Prepare email subject
+ xywh:
+ - 3120
+ - 2920
+ - 200
+ - 80
+ labels: {}
+ - id: 85
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: subject.document
+ value: null
+ type: Reader
+ tests: []
+ - target: to
+ source: ""
+ expr: owner
+ value: null
+ type: User
+ tests: []
+ - target: html
+ source: ""
+ expr: content.document
+ value: null
+ type: Reader
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Send email
+ xywh:
+ - 3680
+ - 2920
+ - 200
+ - 80
+ labels: {}
+ - id: 88
+ kind: function
+ ref: usersLookup
+ arguments:
+ - target: lookup
+ source: ""
+ expr: record.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: owner
+ source: ""
+ expr: user
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "88"
+ parent: "1"
+ value: Get owner
+ xywh:
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+ - 2920
+ - 200
+ - 80
+ labels: {}
+ - id: 136
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Has owner?
+ xywh:
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+ - 2760
+ - 200
+ - 80
+ labels: {}
+ - id: 139
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: subjectRenderVariables.account
+ source: ""
+ expr: account
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: contentRenderVariables.lead
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables.account
+ source: ""
+ expr: account
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "139"
+ parent: "1"
+ value: Prepare render Vars
+ xywh:
+ - 2560
+ - 2920
+ - 200
+ - 80
+ labels: {}
+ paths:
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+ parentid: 3
+ childid: 5
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "19"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - If'
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+ parentid: 3
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+ visual:
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+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
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+ parentid: 6
+ childid: 7
+ meta:
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+ visual:
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+ parent: "1"
+ points: []
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+ value: null
+ - expr: record.values.OwnerId != 0
+ parentid: 136
+ childid: 139
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 136
+ childid: 17
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ points:
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+ "y": 2800
+ - x: 3960
+ "y": 3040
+ - x: 2520
+ "y": 3040
+ - x: 2520
+ "y": 3120
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
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+ parentid: 139
+ childid: 81
+ meta:
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+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ CRM-Account-CreateNewContract:
+ meta:
+ name: CRM - Account - Create New Contract
+ description: Creates new Contract record from an existing Account
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: onManual
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Account
+ - name: namespace.handle
+ op: =
+ values:
+ - crm
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "11"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Create new Contract
+ xywh:
+ - 2120
+ - 2200
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: function
+ ref: composeRecordsLast
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ results:
+ - target: settings
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Fetch settings
+ xywh:
+ - 2424
+ - 2200
+ - 200
+ - 80
+ labels: {}
+ - id: 4
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: nextContractNumber
+ source: ""
+ expr: 'settings.values.ContractNextNumber ? settings.values.ContractNextNumber : 0'
+ value: null
+ type: Integer
+ tests: []
+ - target: contractDefaultTime
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+ keepSessions: 0
+ triggers:
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+ type: Array
+ tests: []
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+ value: null
+ type: String
+ tests: []
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+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
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+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
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+ type: Integer
+ tests: []
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+ visual:
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+ xywh:
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+ - 2280
+ - 200
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+ arguments:
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+ type: ComposeRecord
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+ - 2440
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+ CRM-Contact-UpdateCampaigns:
+ meta:
+ name: CRM - Contact - Update Campaigns
+ description: Update related Campaigns after a Contact is created, updated or deleted
+ enabled: true
+ keepSessions: 0
+ triggers:
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+ eventType: afterDelete
+ constraints:
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+ values:
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+ values:
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+ xywh:
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+ constraints:
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+ op: =
+ values:
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+ stepID: 5
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+ id: "2"
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+ xywh:
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+ constraints:
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+ op: =
+ values:
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+ stepID: 5
+ meta:
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+ steps:
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+ arguments:
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+ source: ""
+ expr: '[]'
+ value: null
+ type: Array
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ value: Set CampaignIds
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+ - 200
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+ kind: iterator
+ ref: loopEach
+ arguments:
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+ expr: 'record.recordID != 0 ? record.values.CampaignId : []'
+ value: null
+ type: Array
+ tests: []
+ results:
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+ source: ""
+ expr: item
+ value: null
+ type: ""
+ tests: []
+ meta:
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+ kind: expressions
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+ arguments:
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+ source: ""
+ expr: push(campaignIDs, "recordID = " + campaignID)
+ value: null
+ type: Array
+ tests: []
+ results: []
+ meta:
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+ description: ""
+ visual:
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+ value: Push campaignID
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+ kind: continue
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+ value: Check next ID
+ xywh:
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+ kind: gateway
+ ref: excl
+ arguments: []
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+ value: If already pushed
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+ - 2280
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+ kind: iterator
+ ref: loopEach
+ arguments:
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+ source: ""
+ expr: 'oldRecord.recordID != 0 ? oldRecord .values.CampaignId : []'
+ value: null
+ type: Array
+ tests: []
+ results:
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+ expr: item
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+ type: ""
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+ meta:
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+ visual:
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+ xywh:
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+ - 200
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+ kind: expressions
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+ arguments:
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+ source: ""
+ expr: join(campaignIDs, " OR ")
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+ type: String
+ tests: []
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+ xywh:
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+ - 200
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+ kind: function
+ ref: composeRecordsSearch
+ arguments:
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+ expr: ""
+ value: Campaigns
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
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+ type: ComposeNamespace
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+ value: null
+ type: String
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+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
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+ source: ""
+ expr: records
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+ type: ""
+ tests: []
+ - target: numOfCampaigns
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+ expr: total
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+ type: Array
+ tests: []
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+ type: String
+ tests: []
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+ expr: "true"
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+ type: Boolean
+ tests: []
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+ expr: total
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+ type: ""
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+ value: Already converted?
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+ kind: function
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+ arguments:
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+ expr: ""
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+ description: ""
+ visual:
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+ - 2720
+ - 200
+ - 80
+ labels: {}
+ - id: 38
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: record.values.Street
+ value: null
+ type: String
+ tests: []
+ - target: account.values.BillingCity
+ source: ""
+ expr: record.values.City
+ value: null
+ type: String
+ tests: []
+ - target: account.values.BillingState
+ source: ""
+ expr: record.values.State
+ value: null
+ type: String
+ tests: []
+ - target: account.values.BillingPostalCode
+ source: ""
+ expr: record.values.PostalCode
+ value: null
+ type: String
+ tests: []
+ - target: account.values.BillingCountry
+ source: ""
+ expr: record.values.Country
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingStreet
+ source: ""
+ expr: record.values.Street
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingCity
+ source: ""
+ expr: record.values.City
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingState
+ source: ""
+ expr: record.values.State
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingPostalCode
+ source: ""
+ expr: record.values.PostalCode
+ value: null
+ type: String
+ tests: []
+ - target: account.values.ShippingCountry
+ source: ""
+ expr: record.values.Country
+ value: null
+ type: String
+ tests: []
+ - target: account.values.AnnualRevenue
+ source: ""
+ expr: record.values.AnnualRevenue
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Description
+ source: ""
+ expr: record.values.Description
+ value: null
+ type: String
+ tests: []
+ - target: account.values.AccountName
+ source: ""
+ expr: record.values.Company
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Fax
+ source: ""
+ expr: record.values.Fax
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Industry
+ source: ""
+ expr: record.values.Industry
+ value: null
+ type: String
+ tests: []
+ - target: account.values.OwnerId
+ source: ""
+ expr: record.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ - target: account.values.AccountSource
+ source: ""
+ expr: record.values.LeadSource
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Phone
+ source: ""
+ expr: record.values.Phone
+ value: null
+ type: String
+ tests: []
+ - target: account.values.NumberOfEmployees
+ source: ""
+ expr: record.values.NumberOfEmployees
+ value: null
+ type: Integer
+ tests: []
+ - target: account.values.Rating
+ source: ""
+ expr: record.values.Rating
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Website
+ source: ""
+ expr: record.values.Website
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Twitter
+ source: ""
+ expr: record.values.Twitter
+ value: null
+ type: String
+ tests: []
+ - target: account.values.Facebook
+ source: ""
+ expr: record.values.Facebook
+ value: null
+ type: String
+ tests: []
+ - target: account.values.LinkedIn
+ source: ""
+ expr: record.values.LinkedIn
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Populate account data
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+ - id: 39
+ kind: function
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+ arguments:
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+ source: account
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "39"
+ parent: "1"
+ value: Create account
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+ kind: function
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+ arguments:
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+ source: ""
+ expr: ""
+ value: Contact
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace.namespaceID
+ value: null
+ type: ID
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ value: Prepare contact record
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+ labels: {}
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+ kind: expressions
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+ arguments:
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+ source: ""
+ expr: record.values.Street
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingCity
+ source: ""
+ expr: record.values.City
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingState
+ source: ""
+ expr: record.values.State
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingPostalCode
+ source: ""
+ expr: record.values.PostalCode
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MailingCountry
+ source: ""
+ expr: record.values.Country
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Description
+ source: ""
+ expr: record.values.Description
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.DoNotCall
+ source: ""
+ expr: record.values.DoNotCall
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.Email
+ source: ""
+ expr: record.values.Email
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.HasOptedOutOfEmail
+ source: ""
+ expr: record.values.HasOptedOutOfEmail
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.Fax
+ source: ""
+ expr: record.values.Fax
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.HasOptedOutOfFax
+ source: ""
+ expr: record.values.HasOptedOutOfFax
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.OwnerId
+ source: ""
+ expr: record.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ - target: contact.values.LeadSource
+ source: ""
+ expr: record.values.LeadSource
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Twitter
+ source: ""
+ expr: record.values.Twitter
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Facebook
+ source: ""
+ expr: record.values.Facebook
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.LinkedIn
+ source: ""
+ expr: record.values.LinkedIn
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Salutation
+ source: ""
+ expr: record.values.Salutation
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.FirstName
+ source: ""
+ expr: record.values.FirstName
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.LastName
+ source: ""
+ expr: record.values.LastName
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.MobilePhone
+ source: ""
+ expr: record.values.MobilePhone
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Phone
+ source: ""
+ expr: record.values.Phone
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.Title
+ source: ""
+ expr: record.values.Title
+ value: null
+ type: String
+ tests: []
+ - target: contact.values.IsPrimary
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ - target: contact.values.AccountId
+ source: ""
+ expr: account.recordID
+ value: null
+ type: ID
+ tests: []
+ results: []
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+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Populate contact data
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+ - 2768
+ - 2904
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+ arguments:
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+ source: contact
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: contact
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "42"
+ parent: "1"
+ value: Create contact
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+ - 200
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+ labels: {}
+ - id: 43
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.Status
+ source: ""
+ expr: '"Converted"'
+ value: null
+ type: String
+ tests: []
+ - target: record.values.IsConverted
+ source: ""
+ expr: '"Yes"'
+ value: null
+ type: String
+ tests: []
+ - target: record.values.ConvertedAccountId
+ source: ""
+ expr: account.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: record.values.ConvertedContactId
+ source: ""
+ expr: contact.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: record.values.ConvertedDate
+ source: ""
+ expr: account.createdAt
+ value: null
+ type: DateTime
+ tests: []
+ - target: record.values.ConvertedOpportunityId
+ source: ""
+ expr: opportunity.recordID
+ value: null
+ type: ID
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "43"
+ parent: "1"
+ value: Update lead data
+ xywh:
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+ - 3400
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+ - id: 44
+ kind: function
+ ref: composeRecordsUpdate
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+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "44"
+ parent: "1"
+ value: Save lead
+ xywh:
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+ kind: function
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+ arguments:
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+ source: ""
+ expr: ""
+ value: Opportunity
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace.namespaceID
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+ type: ID
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Prepare opportunity record
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+ source: ""
+ expr: record.values.Description
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.OwnerId
+ source: ""
+ expr: record.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ - target: opportunity.values.LeadSource
+ source: ""
+ expr: record.values.LeadSource
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.Name
+ source: ""
+ expr: '"(unnamed)"'
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.AccountId
+ source: ""
+ expr: account.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: opportunity.values.IsClosed
+ source: ""
+ expr: '"No"'
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.IsWon
+ source: ""
+ expr: '"No"'
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.CloseDate
+ source: ""
+ expr: ""
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.Probability
+ source: ""
+ expr: settings.values.OpportunityProbability
+ value: null
+ type: Float
+ tests: []
+ - target: opportunity.values.ForecastCategory
+ source: ""
+ expr: settings.values.OpportunityForecaseCategory
+ value: null
+ type: String
+ tests: []
+ - target: opportunity.values.StageName
+ source: ""
+ expr: settings.values.OpportunityStagename
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "65"
+ parent: "1"
+ value: Populate opportunity data
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+ - 2768
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+ kind: function
+ ref: composeRecordsCreate
+ arguments:
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+ source: opportunity
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: opportunity
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "66"
+ parent: "1"
+ value: Create opportunity
+ xywh:
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+ - 3064
+ - 200
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+ labels: {}
+ - id: 69
+ kind: function
+ ref: composeRecordsNew
+ arguments:
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+ source: ""
+ expr: ""
+ value: OpportunityContactRole
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace.namespaceID
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: contactRole
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "69"
+ parent: "1"
+ value: Prepare opportunity contact role record
+ xywh:
+ - 2488
+ - 3216
+ - 200
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+ labels: {}
+ - id: 70
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: contact.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: contactRole.values.OpportunityId
+ source: ""
+ expr: opportunity.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: contactRole.values.IsPrimary
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
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+ parent: "1"
+ value: Populate opportunity contact role data
+ xywh:
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+ labels: {}
+ - id: 71
+ kind: function
+ ref: composeRecordsCreate
+ arguments:
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+ source: contactRole
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
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+ value: Create opportunity contact role
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+ - id: 77
+ kind: function
+ ref: composeRecordsLast
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace.namespaceID
+ value: null
+ type: ID
+ tests: []
+ results:
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+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "77"
+ parent: "1"
+ value: Fetch settings
+ xywh:
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+ - 2520
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+ labels: {}
+ - id: 113
+ kind: prompt
+ ref: notification
+ arguments:
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+ source: ""
+ expr: ""
+ value: The lead has been converted
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "113"
+ parent: "1"
+ value: Lead converted
+ xywh:
+ - 2480
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+ - 80
+ labels: {}
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+ kind: prompt
+ ref: recordPage
+ arguments:
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+ source: ""
+ expr: ""
+ value: Account
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: crm
+ type: Handle
+ tests: []
+ - target: record
+ source: opportunity
+ expr: ""
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "115"
+ parent: "1"
+ value: Redirect to opportunity page
+ xywh:
+ - 2768
+ - 3720
+ - 200
+ - 80
+ labels: {}
+ - id: 118
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: subject.document
+ value: null
+ type: Reader
+ tests: []
+ - target: to
+ source: ""
+ expr: owner
+ value: null
+ type: User
+ tests: []
+ - target: html
+ source: ""
+ expr: content.document
+ value: null
+ type: Reader
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "118"
+ parent: "1"
+ value: Send email
+ xywh:
+ - 3608
+ - 3560
+ - 200
+ - 80
+ labels: {}
+ - id: 119
+ kind: function
+ ref: usersLookup
+ arguments:
+ - target: lookup
+ source: ""
+ expr: record.values.OwnerId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: owner
+ source: ""
+ expr: user
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "119"
+ parent: "1"
+ value: Get owner
+ xywh:
+ - 3328
+ - 3560
+ - 200
+ - 80
+ labels: {}
+ - id: 132
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "132"
+ parent: "1"
+ value: Has owner?
+ xywh:
+ - 3040
+ - 3400
+ - 200
+ - 80
+ labels: {}
+ - id: 139
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Info
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: This lead is already converted
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: info
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "139"
+ parent: "1"
+ value: Lead already converted
+ xywh:
+ - 2840
+ - 2520
+ - 200
+ - 80
+ labels: {}
+ - id: 140
+ kind: function
+ ref: templatesRender
+ arguments:
+ - target: lookup
+ source: ""
+ expr: ""
+ value: lead_converted_content
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: body
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/html
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: subjectRenderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
+ - target: subject
+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "140"
+ parent: "1"
+ value: Prepare email subject
+ xywh:
+ - 2760
+ - 3560
+ - 200
+ - 80
+ labels: {}
+ - id: 142
+ kind: function
+ ref: templatesRender
+ arguments:
+ - target: lookup
+ source: ""
+ expr: ""
+ value: lead_converted_subject
+ type: Handle
+ tests: []
+ - target: documentName
+ source: ""
+ expr: ""
+ value: subject
+ type: String
+ tests: []
+ - target: documentType
+ source: ""
+ expr: ""
+ value: text/plain
+ type: String
+ tests: []
+ - target: variables
+ source: ""
+ expr: contentRenderVariables
+ value: null
+ type: Vars
+ tests: []
+ results:
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+ source: ""
+ expr: document
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "142"
+ parent: "1"
+ value: Prepare email content
+ xywh:
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+ labels: {}
+ - id: 145
+ kind: expressions
+ ref: ""
+ arguments:
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+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: subjectRenderVariables.account
+ source: ""
+ expr: account
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: contentRenderVariables.lead
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables.account
+ source: ""
+ expr: account
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "145"
+ parent: "1"
+ value: Prepare render Vars
+ xywh:
+ - 2480
+ - 3560
+ - 200
+ - 80
+ labels: {}
+ paths:
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+ parentid: 35
+ childid: 139
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "50"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 35
+ childid: 37
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "51"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: ""
+ parentid: 37
+ childid: 38
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "53"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 38
+ childid: 39
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "54"
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+ - 200
+ - 80
+ labels: {}
+ - id: 61
+ kind: function
+ ref: composeRecordsSearch
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Campaigns
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ - target: query
+ source: ""
+ expr: campaignFilter
+ value: null
+ type: String
+ tests: []
+ - target: incTotal
+ source: ""
+ expr: "true"
+ value: null
+ type: Boolean
+ tests: []
+ results:
+ - target: campaigns
+ source: ""
+ expr: records
+ value: null
+ type: ""
+ tests: []
+ - target: numOfCampaigns
+ source: ""
+ expr: total
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "61"
+ parent: "1"
+ value: Get Campaigns
+ xywh:
+ - 3400
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 63
+ kind: iterator
+ ref: loopEach
+ arguments:
+ - target: items
+ source: ""
+ expr: campaigns
+ value: null
+ type: Array
+ tests: []
+ results:
+ - target: campaign
+ source: ""
+ expr: item
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "63"
+ parent: "1"
+ value: Iterate over Campaigns
+ xywh:
+ - 3400
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 65
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "65"
+ parent: "1"
+ value: End
+ xywh:
+ - 3040
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 73
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: campaign.values.NumberOfOpportunities
+ source: ""
+ expr: NumberOfOpportunities
+ value: null
+ type: Integer
+ tests: []
+ - target: campaign.values.AmountAllOpportunities
+ source: ""
+ expr: AmountAllOpportunities
+ value: null
+ type: Float
+ tests: []
+ - target: campaign.values.NumberOfWonOpportunities
+ source: ""
+ expr: NumberOfWonOpportunities
+ value: null
+ type: Integer
+ tests: []
+ - target: campaign.values.AmountWonOpportunities
+ source: ""
+ expr: AmountWonOpportunities
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "73"
+ parent: "1"
+ value: Set Campaign Values
+ xywh:
+ - 4240
+ - 2120
+ - 200
+ - 80
+ labels: {}
+ - id: 75
+ kind: function
+ ref: composeRecordsUpdate
+ arguments:
+ - target: record
+ source: ""
+ expr: campaign
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "75"
+ parent: "1"
+ value: Save Campaign
+ xywh:
+ - 4240
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 104
+ kind: function
+ ref: composeRecordsReport
+ arguments:
+ - target: module
+ source: ""
+ expr: module
+ value: null
+ type: ComposeModule
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ - target: metrics
+ source: ""
+ expr: ""
+ value: sum(Amount) AS amount
+ type: String
+ tests: []
+ - target: dimensons
+ source: ""
+ expr: '"DATE_FORMAT(created_at, ''%Y-01-01'')"'
+ value: null
+ type: String
+ tests: []
+ - target: filter
+ source: ""
+ expr: '"CampaignId = " + campaign.recordID'
+ value: null
+ type: String
+ tests: []
+ results:
+ - target: report
+ source: ""
+ expr: report
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "104"
+ parent: "1"
+ value: Generate Report All
+ xywh:
+ - 3680
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 110
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: NumberOfOpportunities
+ source: ""
+ expr: "0"
+ value: null
+ type: Integer
+ tests: []
+ - target: AmountAllOpportunities
+ source: ""
+ expr: "0"
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "110"
+ parent: "1"
+ value: Set Number and Amount
+ xywh:
+ - 3680
+ - 2120
+ - 200
+ - 80
+ labels: {}
+ - id: 112
+ kind: iterator
+ ref: loopEach
+ arguments:
+ - target: items
+ source: ""
+ expr: 'report ? report : []'
+ value: null
+ type: Array
+ tests: []
+ results:
+ - target: dimension
+ source: ""
+ expr: item
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "112"
+ parent: "1"
+ value: Iterate report items
+ xywh:
+ - 3680
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 123
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: NumberOfOpportunities
+ source: ""
+ expr: NumberOfOpportunities + dimension.count
+ value: null
+ type: Integer
+ tests: []
+ - target: AmountAllOpportunities
+ source: ""
+ expr: 'AmountAllOpportunities + (dimension.amount ? dimension.amount : 0)'
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "123"
+ parent: "1"
+ value: Update Number and Amount
+ xywh:
+ - 3680
+ - 2600
+ - 200
+ - 80
+ labels: {}
+ - id: 126
+ kind: function
+ ref: composeRecordsReport
+ arguments:
+ - target: module
+ source: ""
+ expr: module
+ value: null
+ type: ComposeModule
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ - target: metrics
+ source: ""
+ expr: ""
+ value: sum(Amount) AS amount
+ type: String
+ tests: []
+ - target: dimensons
+ source: ""
+ expr: '"DATE_FORMAT(created_at, ''%Y-01-01'')"'
+ value: null
+ type: String
+ tests: []
+ - target: filter
+ source: ""
+ expr: '"(CampaignId = " + campaign.recordID + ") AND (StageName = ''Closed Won'')"'
+ value: null
+ type: String
+ tests: []
+ results:
+ - target: report
+ source: ""
+ expr: report
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "126"
+ parent: "1"
+ value: Generate Report Won
+ xywh:
+ - 3960
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 127
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: NumberOfWonOpportunities
+ source: ""
+ expr: "0"
+ value: null
+ type: Integer
+ tests: []
+ - target: AmountWonOpportunities
+ source: ""
+ expr: "0"
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "127"
+ parent: "1"
+ value: Set Number and Amount
+ xywh:
+ - 3960
+ - 2120
+ - 200
+ - 80
+ labels: {}
+ - id: 128
+ kind: iterator
+ ref: loopEach
+ arguments:
+ - target: items
+ source: ""
+ expr: 'report ? report : []'
+ value: null
+ type: Array
+ tests: []
+ results:
+ - target: dimension
+ source: ""
+ expr: item
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "128"
+ parent: "1"
+ value: Iterate report items
+ xywh:
+ - 3960
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 131
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: NumberOfWonOpportunities
+ source: ""
+ expr: NumberOfWonOpportunities + dimension.count
+ value: null
+ type: Integer
+ tests: []
+ - target: AmountWonOpportunities
+ source: ""
+ expr: 'AmountWonOpportunities + (dimension.amount ? dimension.amount : 0)'
+ value: null
+ type: Float
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "131"
+ parent: "1"
+ value: Update Number and Amount
+ xywh:
+ - 3960
+ - 2600
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: has(campaignIDs, campaignID)
+ parentid: 26
+ childid: 21
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "28"
+ parent: "1"
+ points: []
+ style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 26
+ childid: 16
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "29"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: ""
+ parentid: 49
+ childid: 26
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "59"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0;
+ value: Body
+ - expr: ""
+ parentid: 49
+ childid: 58
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "60"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: End
+ - expr: ""
+ parentid: 58
+ childid: 61
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "62"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 61
+ childid: 63
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "64"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 73
+ childid: 75
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "76"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 5
+ childid: 14
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "91"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 63
+ childid: 110
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "105"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: Body
+ - expr: ""
+ parentid: 63
+ childid: 65
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "106"
+ parent: "1"
+ points: []
+ style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0;
+ value: End
+ - expr: ""
+ parentid: 110
+ childid: 104
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "111"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 104
+ childid: 112
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "113"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 112
+ childid: 123
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "124"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: Body
+ - expr: ""
+ parentid: 112
+ childid: 127
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "125"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: End
+ - expr: ""
+ parentid: 127
+ childid: 126
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "129"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 126
+ childid: 128
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "130"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 128
+ childid: 131
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "132"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: Body
+ - expr: ""
+ parentid: 128
+ childid: 73
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "133"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: End
+ - expr: ""
+ parentid: 14
+ childid: 26
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "134"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: Body
+ - expr: ""
+ parentid: 14
+ childid: 49
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "135"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: End
diff --git a/provision/701_service-solution/0001_templates.yaml b/provision/701_service-solution/0001_templates.yaml
new file mode 100644
index 000000000..38bb2c31d
--- /dev/null
+++ b/provision/701_service-solution/0001_templates.yaml
@@ -0,0 +1,13 @@
+templates:
+ case_update_subject:
+ type: text/plain
+ template: 'Case: [{{.case.values.Number}}] {{.case.values.Subject}}'
+ meta:
+ short: case_update_subject
+ description: case_update_subject
+ case_update_content:
+ type: text/html
+ template: "
\n Dear {{.contact.values.FirstName}},\n\n We are contacting you with regard to the case \"{{.case.values.Subject}}\".\n \n {{.reason}}\n \n You can reply directly to this email. When replying, please make sure the ticket ID is kept in the subject so we can track your replies.\n \n Kind regards,\n \n The service team\n
"
+ meta:
+ short: case_update_content
+ description: case_update_content
diff --git a/provision/701_service-solution/1100_modules.yaml b/provision/701_service-solution/1100_modules.yaml
index ed4d4ec3c..4ed685465 100644
--- a/provision/701_service-solution/1100_modules.yaml
+++ b/provision/701_service-solution/1100_modules.yaml
@@ -878,6 +878,15 @@ modules:
PreviousStatus:
label: PreviousStatus
kind: String
+ CaseSysTemplate:
+ label: Case Email Template
+ kind: Select
+ default: case_update
+ options:
+ options:
+ - text: Default Case update template
+ value: case_update
+ selectType: default
Contact:
(envoy): { onExisting: "skip" }
name: Contact
@@ -1618,83 +1627,6 @@ modules:
format: "0.00"
precision: "2"
prefix: $
- EmailMessage:
- (envoy): { onExisting: "skip" }
- name: EmailMessage
- meta: '{}'
- fields:
- HtmlBody:
- label: Body
- kind: String
- options:
- multiLine: true
- useRichTextEditor: true
- MessageDate:
- label: Message Sent Date
- kind: String
- ContactId:
- label: Contact
- kind: Record
- options:
- labelField: RecordLabel
- module: Contact
- queryFields:
- - RecordLabel
- selectType: default
- Status:
- label: Status
- kind: Select
- options:
- options:
- - Draft
- - Sent
- selectType: default
- ToAddress:
- label: To Address
- kind: Email
- Subject:
- label: Subject
- kind: String
- EmailTemplateId:
- label: Email Template
- kind: Record
- options:
- labelField: Name
- module: EmailTemplate
- queryFields:
- - Name
- selectType: default
- CaseId:
- label: Case
- kind: Record
- options:
- labelField: Number
- module: Case
- queryFields:
- - Number
- selectType: default
- EmailTemplate:
- (envoy): { onExisting: "skip" }
- name: EmailTemplate
- meta: '{}'
- fields:
- Name:
- label: Email Template Name
- kind: String
- Subject:
- label: Subject
- kind: String
- Body:
- label: Body
- kind: String
- options:
- multiLine: true
- useRichTextEditor: true
- Description:
- label: Description
- kind: String
- options:
- multiLine: true
Entitlement:
(envoy): { onExisting: "skip" }
name: Entitlement
@@ -1991,21 +1923,9 @@ modules:
format: "0.00"
precision: 2
suffix: ' hour(s)'
- DefaultSupportChannel:
- label: Default support channel id
- kind: String
DefaultCaseRecordLink:
label: Default case link
kind: String
- DefaultCaseEmailTemplate:
- label: Default case email template
- kind: Record
- options:
- labelField: Name
- module: EmailTemplate
- queryFields:
- - Name
- selectType: default
Update:
(envoy): { onExisting: "skip" }
name: Update
diff --git a/provision/701_service-solution/1400_pages.yaml b/provision/701_service-solution/1400_pages.yaml
index 2f37bab4c..fee16e6c8 100644
--- a/provision/701_service-solution/1400_pages.yaml
+++ b/provision/701_service-solution/1400_pages.yaml
@@ -157,10 +157,11 @@ pages:
options:
fields:
- name: Subject
+ - name: CaseSysTemplate
style:
variants: {bodyBg: white, border: success, headerBg: white, headerText: success}
kind: Record
- xywh: [3, 0, 6, 3]
+ xywh: [3, 0, 6, 5]
- title: Updates
options:
fields:
@@ -184,7 +185,7 @@ pages:
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
kind: RecordList
- xywh: [3, 5, 6, 13]
+ xywh: [3, 5, 6, 11]
- title: Related Attachments
options:
fields:
@@ -230,11 +231,13 @@ pages:
- enabled: true
label: Add Update to this Case
resourceType: compose:record
- script: /client-scripts/compose/service-solution/Case/AddUpdate.js:default
+ workflow: ServiceSolution-Case-AddUpdate
+ stepID: 3
- enabled: true
- label: Create email for this Case
+ label: Send Email for this Case with custom reason
resourceType: compose:record
- script: /client-scripts/compose/service-solution/Case/CreateEmail.js:default
+ workflow: ServiceSolution-Case-SendEmail
+ stepID: 3
sealed: false
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
@@ -630,92 +633,6 @@ pages:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
kind: RecordList
xywh: [0, 11, 9, 9]
- - title: Emails
- options:
- allowExport: true
- fields:
- - name: ToAddress
- - name: Subject
- - name: HtmlBody
- - name: EmailTemplateId
- - name: Status
- - name: MessageDate
- - name: createdAt
- module: EmailMessage
- page: RecordPageForModuleEmailMessage
- perPage: 20
- prefilter: ContactId = ${recordID}
- presort: createdAt DESC
- style:
- variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
- kind: RecordList
- xywh: [0, 20, 9, 9]
- pages:
- - handle: RecordPageForModuleEmailMessage
- (envoy): { onExisting: "skip" }
- module: EmailMessage
- title: Record page for module "Email Message"
- blocks:
- - title: Message
- options:
- fields:
- - name: Subject
- - name: HtmlBody
- style:
- variants: {bodyBg: white, border: primary, headerBg: white,
- headerText: primary}
- kind: Record
- xywh: [0, 0, 6, 16]
- - title: To
- options:
- fields:
- - name: ContactId
- - name: CaseId
- style:
- variants: {bodyBg: white, border: primary, headerBg: white,
- headerText: primary}
- kind: Record
- xywh: [6, 0, 3, 8]
- - title: Template
- options:
- fields:
- - name: EmailTemplateId
- style:
- variants: {bodyBg: white, border: primary, headerBg: white,
- headerText: primary}
- kind: Record
- xywh: [6, 8, 3, 8]
- - title: Status
- options:
- fields:
- - name: Status
- - name: MessageDate
- - name: createdBy
- - name: createdAt
- style:
- variants: {bodyBg: white, border: primary, headerBg: white,
- headerText: primary}
- kind: Record
- xywh: [9, 0, 3, 8]
- - title: Actions
- options:
- buttons:
- - enabled: true
- label: Load selected template in to email message
- variant: primary
- resourceType: compose:record
- script: /client-scripts/compose/service-solution/EmailMessage/TemplateLoad.js:default
- - enabled: true
- label: Send email to the contact
- variant: success
- resourceType: compose:record
- script: /client-scripts/compose/service-solution/EmailMessage/SendEmail.js:default
- style:
- variants: {bodyBg: white, border: primary, headerBg: white,
- headerText: primary}
- kind: Automation
- xywh: [9, 8, 3, 8]
- visible: false
visible: false
visible: true
- handle: Entitlements
@@ -1365,9 +1282,7 @@ pages:
- name: DefaultCostPerHour
- name: DefaultDepartment
- name: DefaultTimeUpdate
- - name: DefaultSupportChannel
- name: DefaultCaseRecordLink
- - name: DefaultCaseEmailTemplate
hideAddButton: true
hidePaging: true
hideSearch: true
@@ -1392,91 +1307,10 @@ pages:
- name: DefaultCostPerHour
- name: DefaultDepartment
- name: DefaultTimeUpdate
- - name: DefaultSupportChannel
- name: DefaultCaseRecordLink
- - name: DefaultCaseEmailTemplate
style:
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
kind: Record
xywh: [0, 0, 6, 17]
visible: false
- - handle: EmailTemplates
- (envoy): { onExisting: "skip" }
- title: Email Templates
- blocks:
- - title: Email Templates
- options:
- allowExport: true
- draggable: false
- editFields: []
- editable: false
- fields:
- - name: Name
- - name: Subject
- - name: Description
- - name: createdAt
- hideRecordCloneButton: true
- hideRecordEditButton: false
- hideRecordReminderButton: true
- hideRecordViewButton: true
- module: EmailTemplate
- perPage: 20
- prefilter: ""
- presort: Name ASC
- selectMode: multi
- selectable: true
- selectionButtons: []
- style:
- variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
- kind: RecordList
- xywh: [0, 0, 12, 16]
- pages:
- - handle: RecordPageForModuleEmailTemplate
- (envoy): { onExisting: "skip" }
- module: EmailTemplate
- title: Record page for module "Email Template"
- blocks:
- - title: Template
- options:
- fields:
- - name: Name
- - name: Description
- - name: Subject
- - name: Body
- style:
- variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
- kind: Record
- xywh: [0, 0, 8, 12]
- - title: Other Information
- options:
- fields:
- - name: createdBy
- - name: createdAt
- - name: updatedBy
- - name: updatedAt
- style:
- variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
- kind: Record
- xywh: [8, 0, 4, 12]
- - title: Template is used in following emails
- options:
- allowExport: true
- fields:
- - name: Subject
- - name: CaseId
- - name: ContactId
- - name: ToAddress
- - name: Status
- - name: MessageDate
- module: EmailMessage
- page: RecordPageForModuleEmailMessage
- perPage: 20
- prefilter: EmailTemplateId = ${recordID}
- presort: createdAt DESC
- style:
- variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
- kind: RecordList
- xywh: [0, 12, 12, 10]
- visible: false
- visible: true
visible: true
diff --git a/provision/701_service-solution/1500_record_settings.yaml b/provision/701_service-solution/1500_record_settings.yaml
index 9a7b79280..66fbff710 100644
--- a/provision/701_service-solution/1500_record_settings.yaml
+++ b/provision/701_service-solution/1500_record_settings.yaml
@@ -5,14 +5,6 @@ records:
values:
Name: "Service"
HourCost: "50"
- EmailTemplate:
- - (envoy): { skipIf: "!missing" }
- values:
- Name: "Case Update"
- Description: "This is the default case update template"
- Subject: "Case: [{{Case.Number}}] {{Case.Subject}}"
- Body: |-
- Dear {{Contact.FirstName}},
We are contacting you with regard to the case "{{Case.Subject}}".
ADD_REASON_FOR_CONTACT_HERE
You can reply directly to this email. When replying, please make sure the ticket ID is kept in the subject so we can track your replies.
Kind regards,
The service team
Settings:
- (envoy): { skipIf: "!missing" }
values:
diff --git a/provision/701_service-solution/1600_workflows.yaml b/provision/701_service-solution/1600_workflows.yaml
new file mode 100644
index 000000000..af19dfbd5
--- /dev/null
+++ b/provision/701_service-solution/1600_workflows.yaml
@@ -0,0 +1,4652 @@
+workflows:
+ ServiceSolution-Contact-SetLabel:
+ meta:
+ name: Service Solution - Contact - Set Label
+ description: Set label for contact record
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Contact
+ - name: namespace.handle
+ op: =
+ values:
+ - service-solution
+ enabled: true
+ stepID: 23
+ meta:
+ visual:
+ edges:
+ - childID: "23"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "39"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Create Contact
+ xywh:
+ - 2080
+ - 2280
+ - 200
+ - 80
+ - resourceType: compose:record
+ eventType: beforeUpdate
+ constraints:
+ - name: module
+ op: =
+ values:
+ - Contact
+ - name: namespace.handle
+ op: =
+ values:
+ - service-solution
+ enabled: true
+ stepID: 23
+ meta:
+ visual:
+ edges:
+ - childID: "23"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "40"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0;
+ value: null
+ parentID: "3"
+ id: "3"
+ parent: "1"
+ value: Update Contact
+ xywh:
+ - 2080
+ - 2440
+ - 200
+ - 80
+ steps:
+ - id: 23
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "23"
+ parent: "1"
+ value: Check if First/Last name exists
+ xywh:
+ - 2360
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 41
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.FirstName + ' ' + record.values.LastName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "41"
+ parent: "1"
+ value: Assing record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2120
+ - 200
+ - 80
+ labels: {}
+ - id: 43
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.FirstName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "43"
+ parent: "1"
+ value: Assing record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 45
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.LastName
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "45"
+ parent: "1"
+ value: Assing record.values.RecordLabel
+ xywh:
+ - 2840
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 74
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "74"
+ parent: "1"
+ value: Check if related Account exists
+ xywh:
+ - 3160
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 76
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "76"
+ parent: "1"
+ value: null
+ xywh:
+ - 3560
+ - 2280
+ - 200
+ - 80
+ labels: {}
+ - id: 78
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Account
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: service-solution
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: record.values.AccountId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: accountRecord
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "78"
+ parent: "1"
+ value: Get related Account
+ xywh:
+ - 3160
+ - 2440
+ - 200
+ - 80
+ labels: {}
+ - id: 85
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "85"
+ parent: "1"
+ value: If related Account has AccountName
+ xywh:
+ - 3160
+ - 2600
+ - 200
+ - 80
+ labels: {}
+ - id: 86
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.RecordLabel
+ source: ""
+ expr: record.values.RecordLabel + " (" + accountRecord.values.AccountName +")"
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "86"
+ parent: "1"
+ value: Add AccountName to RecordLabel
+ xywh:
+ - 3160
+ - 2760
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: '(record.values.FirstName ? true : false) && (record.values.LastName ? true : false)'
+ parentid: 23
+ childid: 41
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "42"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#1 - FirstName & LastName'
+ - expr: 'record.values.FirstName ? true : false'
+ parentid: 23
+ childid: 43
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "44"
+ parent: "1"
+ points:
+ - x: 2712
+ "y": 2320
+ - x: 2712
+ "y": 2320
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - Only FirstName '
+ - expr: 'record.values.LastName ? true : false'
+ parentid: 23
+ childid: 45
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "46"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#3 - Only LastName'
+ - expr: '(record.values.AccountId ? true : false)'
+ parentid: 74
+ childid: 78
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "79"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 74
+ childid: 76
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "80"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: '(accountRecord.values.AccountName ? true : false)'
+ parentid: 85
+ childid: 86
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "87"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - If'
+ - expr: ""
+ parentid: 85
+ childid: 76
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "89"
+ parent: "1"
+ points:
+ - x: 3660
+ "y": 2640
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0;
+ value: '#2 - Else (if)'
+ - expr: ""
+ parentid: 41
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "90"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 43
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "91"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 45
+ childid: 74
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "92"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 78
+ childid: 85
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "93"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ ServiceSolution-Case-Prepare:
+ meta:
+ name: Service Solution - Case - Prepare
+ description: Inserts default case values
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Case
+ - name: namespace.handle
+ op: =
+ values:
+ - service-solution
+ enabled: true
+ stepID: 3
+ meta:
+ visual:
+ edges:
+ - childID: "3"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "4"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "1"
+ value: Case before create
+ xywh:
+ - 2040
+ - 2040
+ - 200
+ - 80
+ steps:
+ - id: 3
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.Status
+ source: ""
+ expr: 'record.values.Status ? record.values.Status : "New"'
+ value: null
+ type: String
+ tests: []
+ - target: record.values.PreviousStatus
+ source: ""
+ expr: 'record.values.PreviousStatus ? record.values.PreviousStatus : "New"'
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "3"
+ parent: "1"
+ value: Set default values
+ xywh:
+ - 2320
+ - 2040
+ - 200
+ - 80
+ labels: {}
+ ServiceSolution-Update-SendNotifications:
+ meta:
+ name: Service Solution - Update - Send Notifications
+ description: Sends notification about case update
+ enabled: true
+ keepSessions: 0
+ triggers:
+ - resourceType: compose:record
+ eventType: beforeCreate
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Update
+ - name: namespace.handle
+ op: =
+ values:
+ - service-solution
+ enabled: true
+ stepID: 4
+ meta:
+ visual:
+ edges:
+ - childID: "4"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "5"
+ parent: "20"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ parentID: "2"
+ id: "2"
+ parent: "20"
+ value: Before Create Update
+ xywh:
+ - 80
+ - 40
+ - 200
+ - 80
+ - resourceType: compose:record
+ eventType: beforeUpdate
+ constraints:
+ - name: module.handle
+ op: =
+ values:
+ - Update
+ - name: namespace.handle
+ op: =
+ values:
+ - service-solution
+ enabled: true
+ stepID: 4
+ meta:
+ visual:
+ edges:
+ - childID: "4"
+ meta:
+ description: ""
+ label: ""
+ visual:
+ id: "6"
+ parent: "20"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0;
+ value: null
+ parentID: "3"
+ id: "3"
+ parent: "20"
+ value: Before Update Update
+ xywh:
+ - 80
+ - 200
+ - 200
+ - 80
+ steps:
+ - id: 4
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "4"
+ parent: "20"
+ value: Check if incoming mail
+ xywh:
+ - 360
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 7
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "7"
+ parent: "20"
+ value: End
+ xywh:
+ - 360
+ - 200
+ - 200
+ - 80
+ labels: {}
+ - id: 11
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: record.values.NotificationCaseMailingList
+ source: ""
+ expr: 'record.values.SendToMailingList ? 1 : 0'
+ value: null
+ type: UnsignedInteger
+ tests: []
+ - target: record.values.NotificationCaseCreator
+ source: ""
+ expr: "1"
+ value: null
+ type: UnsignedInteger
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "20"
+ value: Set NotificationCaseCreator AND NotificationCaseMailingList
+ xywh:
+ - 760
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 13
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "20"
+ value: Check Subject and Type
+ xywh:
+ - 760
+ - 200
+ - 200
+ - 80
+ labels: {}
+ - id: 15
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "15"
+ parent: "20"
+ value: End
+ xywh:
+ - 1120
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 17
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Case
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: service-solution
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: record.values.CaseId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: case
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "17"
+ parent: "21"
+ value: Get Case
+ xywh:
+ - 80
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 20
+ kind: visual
+ ref: swimlane
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "20"
+ parent: "1"
+ value: Preparation
+ xywh:
+ - 2000
+ - 1960
+ - 1360
+ - 320
+ labels: {}
+ - id: 21
+ kind: visual
+ ref: swimlane
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "21"
+ parent: "1"
+ value: Get Related Contact
+ xywh:
+ - 2000
+ - 2360
+ - 1360
+ - 320
+ labels: {}
+ - id: 22
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "22"
+ parent: "21"
+ value: Check for contact
+ xywh:
+ - 360
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 24
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "24"
+ parent: "21"
+ value: End
+ xywh:
+ - 360
+ - 200
+ - 200
+ - 80
+ labels: {}
+ - id: 25
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Contact
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: service-solution
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: case.values.ContactId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: contact
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "25"
+ parent: "21"
+ value: Get Contact
+ xywh:
+ - 760
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 28
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "28"
+ parent: "21"
+ value: Check for contact Email
+ xywh:
+ - 760
+ - 200
+ - 200
+ - 80
+ labels: {}
+ - id: 30
+ kind: termination
+ ref: ""
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "30"
+ parent: "21"
+ value: End
+ xywh:
+ - 1120
+ - 40
+ - 200
+ - 80
+ labels: {}
+ - id: 31
+ kind: visual
+ ref: swimlane
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "31"
+ parent: "1"
+ value: Compose and send Email
+ xywh:
+ - 2000
+ - 2760
+ - 1360
+ - 320
+ labels: {}
+ - id: 32
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: subject
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"'
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"'
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"'
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"'
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"'
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"'
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"'
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Service Cloud
--
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+ labels: {}
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+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "11"
+ parent: "1"
+ value: Check if contact exists
+ xywh:
+ - 2520
+ - 2000
+ - 200
+ - 80
+ labels: {}
+ - id: 12
+ kind: function
+ ref: composeRecordsLookup
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Contact
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: ""
+ value: service-solution
+ type: Handle
+ tests: []
+ - target: record
+ source: ""
+ expr: record.values.ContactId
+ value: null
+ type: ID
+ tests: []
+ results:
+ - target: contact
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "12"
+ parent: "1"
+ value: Get Contact
+ xywh:
+ - 2040
+ - 2160
+ - 200
+ - 80
+ labels: {}
+ - id: 13
+ kind: prompt
+ ref: notification
+ arguments:
+ - target: title
+ source: ""
+ expr: ""
+ value: Warning
+ type: String
+ tests: []
+ - target: message
+ source: ""
+ expr: ""
+ value: Assign Contact to Case in order to send an Email message
+ type: String
+ tests: []
+ - target: variant
+ source: ""
+ expr: ""
+ value: warning
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "13"
+ parent: "1"
+ value: 'Warning: No contact'
+ xywh:
+ - 2920
+ - 2000
+ - 200
+ - 80
+ labels: {}
+ - id: 20
+ kind: function
+ ref: emailSend
+ arguments:
+ - target: subject
+ source: ""
+ expr: subject.document
+ value: null
+ type: Reader
+ tests: []
+ - target: to
+ source: ""
+ expr: contact.values.Email
+ value: null
+ type: String
+ tests: []
+ - target: html
+ source: ""
+ expr: content.document
+ value: null
+ type: Reader
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "20"
+ parent: "1"
+ value: Send email
+ xywh:
+ - 2040
+ - 2320
+ - 200
+ - 80
+ labels: {}
+ - id: 26
+ kind: gateway
+ ref: excl
+ arguments: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "26"
+ parent: "1"
+ value: Check CaseId
+ xywh:
+ - 2520
+ - 2320
+ - 200
+ - 80
+ labels: {}
+ - id: 28
+ kind: function
+ ref: composeRecordsLast
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Settings
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ results:
+ - target: settings
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "28"
+ parent: "1"
+ value: Get Settings
+ xywh:
+ - 2040
+ - 2480
+ - 200
+ - 80
+ labels: {}
+ - id: 29
+ kind: prompt
+ ref: recordPage
+ arguments:
+ - target: module
+ source: ""
+ expr: module
+ value: null
+ type: ComposeModule
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ - target: record
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "29"
+ parent: "1"
+ value: Go to record viewer
+ xywh:
+ - 2920
+ - 2320
+ - 200
+ - 80
+ labels: {}
+ - id: 32
+ kind: function
+ ref: composeRecordsNew
+ arguments:
+ - target: module
+ source: ""
+ expr: ""
+ value: Update
+ type: Handle
+ tests: []
+ - target: namespace
+ source: ""
+ expr: namespace
+ value: null
+ type: ComposeNamespace
+ tests: []
+ results:
+ - target: update
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "32"
+ parent: "1"
+ value: Make Case Update
+ xywh:
+ - 2280
+ - 2480
+ - 200
+ - 80
+ labels: {}
+ - id: 34
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: update.values.CaseId
+ source: ""
+ expr: record.recordID
+ value: null
+ type: ID
+ tests: []
+ - target: update.values.Type
+ source: ""
+ expr: '"Outgoing email"'
+ value: null
+ type: String
+ tests: []
+ - target: update.values.Subject
+ source: ""
+ expr: '"Email: " + record.values.Subject'
+ value: null
+ type: String
+ tests: []
+ - target: update.values.ContactId
+ source: ""
+ expr: record.values.ContactId
+ value: null
+ type: ID
+ tests: []
+ - target: update.values.From
+ source: ""
+ expr: '"Service Solution"'
+ value: null
+ type: String
+ tests: []
+ - target: update.values.To
+ source: ""
+ expr: contact.values.Email
+ value: null
+ type: String
+ tests: []
+ - target: update.values.Content
+ source: ""
+ expr: ""
+ value: null
+ type: String
+ tests: []
+ - target: update.values.Department
+ source: ""
+ expr: 'settings.values.DefaultDepartment ? settings.values.DefaultDepartment : ""'
+ value: null
+ type: ID
+ tests: []
+ - target: update.values.TimeSpend
+ source: ""
+ expr: settings.values.DefaultTimeUpdate
+ value: null
+ type: Integer
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "34"
+ parent: "1"
+ value: Set Case Update Values
+ xywh:
+ - 2520
+ - 2480
+ - 200
+ - 80
+ labels: {}
+ - id: 36
+ kind: function
+ ref: composeRecordsCreate
+ arguments:
+ - target: record
+ source: ""
+ expr: update
+ value: null
+ type: ComposeRecord
+ tests: []
+ results:
+ - target: update
+ source: ""
+ expr: record
+ value: null
+ type: ""
+ tests: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "36"
+ parent: "1"
+ value: Create Case Update
+ xywh:
+ - 2920
+ - 2480
+ - 200
+ - 80
+ labels: {}
+ - id: 39
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: subjectRenderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: subjectRenderVariables.case
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "39"
+ parent: "1"
+ value: Set Subject Render Variables
+ xywh:
+ - 2280
+ - 2160
+ - 200
+ - 80
+ labels: {}
+ - id: 43
+ kind: expressions
+ ref: ""
+ arguments:
+ - target: contentRenderVariables
+ source: ""
+ expr: ""
+ value: null
+ type: Vars
+ tests: []
+ - target: contentRenderVariables.case
+ source: ""
+ expr: record
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables.contact
+ source: ""
+ expr: contact
+ value: null
+ type: ComposeRecord
+ tests: []
+ - target: contentRenderVariables.reason
+ source: ""
+ expr: reason
+ value: null
+ type: String
+ tests: []
+ results: []
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "43"
+ parent: "1"
+ value: Set Content Render Variables
+ xywh:
+ - 2760
+ - 2160
+ - 200
+ - 80
+ labels: {}
+ paths:
+ - expr: 'record.values.ContactId ? true : false'
+ parentid: 11
+ childid: 12
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "14"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - Has Contact'
+ - expr: ""
+ parentid: 11
+ childid: 13
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "15"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No Contact'
+ - expr: ""
+ parentid: 3
+ childid: 11
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "16"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 7
+ childid: 20
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "21"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: null
+ - expr: 'record.recordID ? true : false'
+ parentid: 26
+ childid: 28
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "30"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0;
+ value: '#1 - Create Case Update'
+ - expr: ""
+ parentid: 26
+ childid: 29
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "31"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: '#2 - No Case'
+ - expr: ""
+ parentid: 28
+ childid: 32
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "33"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 32
+ childid: 34
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "35"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 34
+ childid: 36
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "37"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 36
+ childid: 29
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "38"
+ parent: "1"
+ points: []
+ style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 12
+ childid: 39
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "41"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 39
+ childid: 5
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "44"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 5
+ childid: 43
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "45"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 43
+ childid: 7
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "46"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
+ - expr: ""
+ parentid: 20
+ childid: 26
+ meta:
+ name: ""
+ description: ""
+ visual:
+ id: "47"
+ parent: "1"
+ points: []
+ style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0;
+ value: null
diff --git a/provision/update.sh b/provision/update.sh
index 64f2be6c5..2c0950420 100755
--- a/provision/update.sh
+++ b/provision/update.sh
@@ -32,17 +32,21 @@ function cleanup {
download
+copyExtConfig 700 crm 0001_templates
copyExtConfig 700 crm 1000_namespace
copyExtConfig 700 crm 1100_modules
copyExtConfig 700 crm 1200_charts
copyExtConfig 700 crm 1400_pages
copyExtConfig 700 crm 1500_record_settings
+copyExtConfig 700 crm 1600_workflows
+copyExtConfig 701 service-solution 0001_templates
copyExtConfig 701 service-solution 1000_namespace
copyExtConfig 701 service-solution 1100_modules
copyExtConfig 701 service-solution 1200_charts
copyExtConfig 701 service-solution 1400_pages
copyExtConfig 701 service-solution 1500_record_settings
+copyExtConfig 701 service-solution 1600_workflows
cleanup