create order from workflow

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Posted on by jsteelecrm

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I have a record called membership and I would like an on demand workflow that can be used in this record to create an order and link it back to the membership record.

I can create the workflow that creates the order and links back to the membership record but I can't work out how to add the order products. I know I need the order record to create first and then I need to update it. But when I add a next step in to update the record created in the previous step, I still cannot add in the order products. I think this is because it needs to take place in a completely separate workflow. I could therefore trigger a child workflow that goes in to update the order record just created, but how to I tell it which one to update? There could in theory be a number of order records below a single membership record.

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ashlega 34,475 on at

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RE: create order from workflow

Hi,

I think workflow elements by Aiden Kaskela might be your best bet.. unless you wanted to develop your own custom workflow activity:

kaskelasolutions.com/sales-add-line-item