Hi

I need to be able to create a workflow rule which will use date from different Modules. Basically, if the data of the field "CPV User " from my Leads and Contact modules match with the field "CPV Tender" (which is a field from my "Tender" module, then I would like automatically generate a report; This report will show all "CPV tender" of the "Tender module".

Basically what I would like to achieve is:

1.If Field "CPV tender" from the module tender = "CPV" User field from the Module Contact

This will trigger a mail notification to the Contact

2. Create a report / Graph listing all "CPV tenders" from tender module matching with "CPV contacts" from Contact Module

I think I need to create a function for this but have no idea how to do this.

Thanks

Alexandre