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Invoke Custom Function - A Workflow Action

The Workflows module provides you with a simple interface to add custom actions that execute on saving an entity.

Vtiger has a Custom Task function of entity method tasks that calls certain methods on Vtiger entity objects. Custom Tasks provides a way for developers to add custom actions to workflows. Let us walk through creating a Custom Task.

For example, if you want to compute a natural Math Log as a custom operation, then first, we need to register a method that will perform the operation. The method needs an operation name, a file path (can be anywhere, even in a custom module), and a function name.

Let’s say you have a custom module called Deals. You can register a method in the post-install event(vtlib_handler API of Deals.php file) of the module. The event is triggered after the module is installed. 

For more details on how to write a module, click here.

    

Setting up the workflow

Follow these steps to set up the workflow with a custom function:

Accessing the workflow page:

1. Click the User Menu on the top right corner of the screen
2. Click the Settings button
3. Look for the Automation section
4. Select Workflows
5. Click the +New Workflow button
6. Select Standard

Entering the basic information:

7. Select the Target Module 
8. Enter workflow name, status, etc

Select the workflow trigger:

9. Select the Workflow Trigger

Set up the workflow entry criteria:

10. Click the +Add Condition button
11. Enter the condition that must be satisfied for the workflow to execute.

Note: To learn about the basic information, trigger, and entry criteria, click here.

Set up the action:

12. Click the Add Action drop-down
13. Select Invoke Custom Function
    • This opens a window where you must enter the Action Title
14. Enter the Action Title
15. Click Save to save the action
16. Click Save to save the workflow

Workflows in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Task Set up a Workflow Action to Create Records Workflow Action to Update Fields