Ideas for SalesPad Desktop

Workflow based on quantity of items

Create a built-in workflow condition ID that evaluates based on the total number of items in an order.  This would help us filter sales documents with many different items to a separate queue and would help streamline our fulfillment processes down the line.  

  • Rebecca Jensen
  • Oct 30 2018
  • Already exists
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    Jacob Pegg commented
    October 30, 2018 18:46

    Rebecca,

    Workflow rules are all SQL based, and companies can add their own rules if they have a team member that is capable of writing SQL.  This support document, https://support.salespad.com/article/2215-workflow, points out the areas that are needed to create custom workflow rules.  You'll need to scroll down about halfway down the page to "Custom Workflow Rule Condistions".  That way you guys can add whatever rules makes the most sense for your business use cases.

  • Rebecca Jensen commented
    October 30, 2018 19:18

    Jacob, thanks for the very quick response and sending over that documentation on customization.  I believe we've done this once before internally, so I'll reach out to our team here.