RE: Workflows, business process flow and dialogues: Theory and practice.
Hi Alex,
#1- I tried workflows, I couldn't find the field in the process line, only fields in the entity form. Business rules work only within a singel entity, they don't work between two entities. To clear up exactly what I want:
Sales business process contains a field_1 which must be marked as "closed" in order to be able to go to the next process stage.
Once field_1 is marked as "closed", another field_2 in the entity form will be marked as "business required".
field_1 is usually marked by the user as "closed" after a quote record is created by the user.
field_2 will contain the name of the mentioned created quote. So it's like a one-time loop, I don't want to allow the user to ignore filling field_2 so I wanted to create a workflow that would be activated once a quote is created, this workflow will fill field_2 with the quote's name and mark field_1 as "closed". Once field_1 is marked as "closed", an active business rule will take effect and a lovely red asterisk will appear above field_2 which will prevent the user from leaving it empty.
So, field_1 belongs to the business process stage and field_2 belongs to the entity. Field_1 does not appear if I open form editing mode.
The idea is a bit complex, I hope I made it clear enough.
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