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Best way to leverage Sage CRM "Workflow Id" (1 reply)

Arline Welty
5 years ago
Arline Welty 5 years ago

Hello all,

Looking for advice on inserting a record to a Sage CRM custom entity and having that inserted record be part of an existing workflow that is active in the UI. I do see an option to assign a value to "dat_workflowId" but it's not clear to me what value should be there. Querying the existing values shows that each new record inserted to the entity is assigned an incrementally higher workflow id. Is it recommended to have a lookup that gets the Max(dat_workflowid) from CRM, and inserts the next highest number for my inserted record? That seems slightly risky if IMAN is trying to insert a record at the same time as a user.

Suggestions on how to do this?

Thanks!
Arline

Support
5 years ago
Support 5 years ago

Arline, we need to setup a quick call with you to discuss this.

Thanks

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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