I wish create a new workflow, when title of document contains a word "Proposta" setting folder "Propostas"

but workflow not show field Folder

How i can do that?

At my install, any sales stage is write in sale stage history ...

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Take a look at this repo:

https://github.com/Luke1982/sendEmailNotInvoicedSOs

It's quite rudamentary, but does the job I needed it to do. The idea: create a workflow for sales orders that gets all the salesorders with a 'Delivered' state and that are not 'deleted', of which the duedate is in the past. Then collect all invoices made for this sales order and see it the totally invoices amount is at least the sales order amount. For each sales order that has not been completely invoiced a row in a table is made. That table is sent to an e-mail address (or multiple, comma separated) and sent these addresses. At the bottom of the table is the sum of all non-invoiced amounts. I set this as a scheduled workflow, so an administrator could get a daily, or weekly overview of the sales orders that have not been completely invoiced. In the workflow config screen there is an option to limit the years the workflow looks back in time, related to the duedate of the sales order.

From the table in the e-mail, you can go directly to the sales order in the CRM.

Now we could expand on this:

• Create 'assigned user' or just a 'users' dropdown to dynamically pick the 'send to' e-mail.
• The table heads are now all in dutch hard-coded. These could come from a language file.
• The e-mail subject could be set in the config screen.
• There is currently no check to see if the CRM uses HTTPS.
• There is no currency symbol
  

When I use a system field DATE on email template, data is printed in english.

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When I select a Service at Lead, after conversion this information is mapped for where?

I think should be transferred to opportunity.

I need created a workflow, to change field probability related a sales stage

Example

At first stage, prospecting I wish setting probability in 10%
At Second stage, qualify, I wish setting probability in 20%

I need created a new workflow for each stage or is possible created a rule, at only one workflow?

At conversion lead moment, field value not allow comma for decimal separator.

see attached

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Hola a todos,
Quiero hacer un WF, para cambiar el "asignado a" en las cuentas.
Por qué? porque necesito, una vez que se le haya vendido a una cuenta Y, creada por un user X, que esa cuenta pase a control (lectura/escritura) del dpto. de contabilidad y el user X de ventas solo la pueda leer. He creado un checkbox dentro de las cuentas, para que habilitado este el WF puede funcionar.
Tengo muchas dudas y una es:
En "configuración-privilegios de acceso personalizados" se asignan las excepciones a las reglas generales a los roles/grupos, pero en los WF se asignan los campos a los user/perfiles. Por lo tanto, deberé crear un perfil llamado clon (que será el que herede la cuenta por efecto del WF), debiendo crear tantos perfiles de clones de vendedores como vendedores tengo, para evitar que todos lean todas las cuentas y de esa forma solo puedan leer las de su zona, y deberé, además, crear un rol llamado clon, con perfil de clon (que será al que asignaré las excepciones a las reglas generales). Es correcto el planteamiento?
No se si me he explicado.
Saludos.

When I update a project task progress (pretty up-to-date install), the number "25" is added to the percentage, resulting in (for instance) "40%25".. No idea how this happens...

There a strange behaviour

Some itens, not for all, when you at edit mode item is showed translated, after you save not.

I reproduce at coreBOS demo, look a organisation Chemex Labs Ltd

At industry Food & Average thats occurs ( but at another values, in same pick list, industry ... not (??) )

Changed a default language user "demo" to Spanish, and you can see this issue.