Newbie Question: Workflow for multiple doctypes

ERPNext User Forum
1

Hi all,

is it possible to create a workflow that triggers multiple doctypes.

For example, if a customer order arrives, can a workflow trigger the creation of a task (service: draft document), when the task is marked as finished, trigger the creation of an invoice, and then trigger the transmittal of the work product (document draft) together with the invoice to the customer?

The execution of the single steps should be performed by a user, however, the steps should appear in the ToDo list of the users.

Thanks
Doca

2

Not possible in workflow. But you can write custom code to create the task on submission of customer order. You will do this in 2 steps -

  1. Write a custom method to create the task with the data you need.
  2. Use the event triggers in hooks.py to trigger the method from the above step on submission of customer order
3

Thanks again!