Question

Add new client with order 'wizard'

Dear Community,

 

I wish to create somewhat of a wizard to add a new order in our CRM. Similar to how you would order something online. Step 1 would be to check the adress for service availability, step 2 choose products, step 3 choose subscription type and discounts, step 4 personal info, contact info and payment info.

 

I am playing around with preconfigured pages but these are limited, for example if you wish to calculate prices. You cannot trigger a business flow as far as I know to change a price field based on the amount of products fields.

 

Is there any way to do something like this?

 

Greetings

 

Pascal

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1 comments

Hello,

 

You can create it by means of preconfigured business processes and creating a new method with the same logic as in the refreshAmount method from BaseOrderPage

 

Best regards,

Yuliya Gritsenko

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