Although I'm working with Sage CRM for 7 years now I still discover new things every day.
Today I've remembered that we can create a workflow rule based on a view instead of a table, and it lead me to some new thoughts and I need a few answers to see if it can be done or not.
Considering the Opportunity Workflow, I'd like to create qualification rules that would integrate fields from other tables than Opportunity.
Let me explain :
1) Create a custom view that joins Opportunity, Company, Person, Address, Phone and Email
2) Create a Qualify Company rule, a Qualify contact rule, etc.
3) On these rules I would display Company, Contact, etc. fields and make them mandatory.
My question is : is it possible ? If so does it mean that we can manage Company, Person, Address, Phone and emails fields (ie update any field from these tables) through the Opportunity workflow without needing to duplicate the required fields into the Opportunity table and adding a Execute SQL action to update the related fields in the linked records ?
This would mean I can guarantee in a single process that data (company information including address, contact name, phone and email) is properly qualified before going further in the process for each Opportunity
