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This topic contains 2 replies, has 2 voices, and was last updated by Spurgeon Spurgeon 2 years, 5 months ago.

  • Creator
    Topic
  • #7455
    Spurgeon
    Spurgeon
    Participant

    Hi, Greetings!

    We have thousands of contacts, whose workflow we need to change from step a to step b.

    I tried changing the workflow_step in the orocrm_contacts table with appropriate step id, which resulted in partial change. I realise that for every change there are records added to other tables.

    Can some one kindly help with the code / method to programmatically change the workflow step from a to b for contacts entity the ideal way?

    BTW, if some insight can be given on developing bulk actions, that is also welcome 🙂

    Thanks!
    Warm regards
    Spurgeon

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  • Author
    Replies
  • #7512
    Jaimy
    Jaimy
    Participant

    Hi Spurgeon,

    It’s possible to set them in bulk via a Migration (Data) script. I’ve done this recently for our salesfunnel process which had to be converted to a new workflow. The example I’ve used to be able to do this is LoadSalesFunnelData. This example will give you a general idea on how to deal with steps and transitions programmatically. Hope this helps!

    Kind Regards,

    Jaimy Casteleijn

    #7513
    Spurgeon
    Spurgeon
    Participant

    Hi Jaimy,

    Greetings!

    Thanks a ton for your kind help and details! Will try this out!

    Warm regards and gratitude,
    Spurgeon

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