tag:blogger.com,1999:blog-5719332149137711434.post4003713080846491994..comments2024-02-22T23:24:18.865+11:00Comments on Leon's CRM Musings: Leon's Quick and Dirty Workflow CounterLeon Tribehttp://www.blogger.com/profile/05713816319075495059noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5719332149137711434.post-7629229276171172202010-06-11T19:32:41.641+10:002010-06-11T19:32:41.641+10:00Alternatively, if it proves too much like hard wor...Alternatively, if it proves too much like hard work, a plugin will do the job handsomely.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-52589539142398605692010-06-11T19:31:06.072+10:002010-06-11T19:31:06.072+10:00This is why it's quick and dirty ;) I did rece...This is why it's quick and dirty ;) I did recently use this for a client where they were tracking quotations and wanted a manager to review the purchase when they reached 3 but yes, as mentioned in the article for other situations you may need to capture other events and decrement accordingly.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-73616657655818791382010-06-11T18:38:44.605+10:002010-06-11T18:38:44.605+10:00Great idea and works well for things which tend no...Great idea and works well for things which tend not to change parents. Also useful for things such as counting Opportunities which may be linked to an Account directly or via a Contact (workflow can increment the Contact counter and the Contact's Parent Accout counter pretty trivially).<br /><br />Isn't the biggest problem with this that when you reparent a Contact you can easily increment the new parent counter but not decrement the old one, unless you build in the extra fields to "audit trail" the change (eg adding a field for "previous parent" which is updated to match the new one only after the workflow has run). If you are counting second-degree records like the opportunities in my example above, this would break because of the 1:N relationship, unless a custom workflow step were developed.<br /><br />So yes, this can work, but can be a lot of effort to get accurate results.Anonymousnoreply@blogger.com