Set up a Workflow Action to Invoke Custom Function

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

Ruba

29 Dec, 2023 - Updated 3 months ago

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.

Note: We have taken the example of the Deals module only for better understanding. Deals is a default Vtiger module and is available in the Sales and All-in-one editions. To learn about Deals, click here.

Setting up the workflow

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

Accessing the workflow page:

Click the User Menu on the top right corner of the screen
Click the Settings button
Look for the Automation section
Select Workflows
Click the +New Workflow button
Select Standard

Entering the basic information:

Select the Target Module
Enter workflow name, status, etc

Select the workflow trigger:

Select the Workflow Trigger

Set up the workflow entry criteria:

Click the +Add Condition button
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:

Click the Add Action drop-down
Select Invoke Custom Function
- This opens a window where you must enter the Action Title
Enter the Action Title
Click Save to save the action
Click Save to save the workflow

Note: If you want to update the Purchase cost of Products based on the List price given for the Product in the latest Purchase Order, do the following:

The admin has to select the custom function when creating a workflow for PO,
The custom function will update the Item's Purchase Cost based on the following formula:
- ((Qty*List price)-Item level discount)/ Qty
This should update the Purchase cost for all the Items selected in the PO/Bill.
The latest selected price is recorded if the same product is selected in the PO or Bill more than once.
- For example, if the product - Glass is selected in the 3rd and 7th fields with prices of 400 and 600, respectively, then the price of the 7th field, that is 600, is recorded.
Ensure that the ModTracker entry should be added to the Product and the Product or service workflow should not be triggered.

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Set up a Workflow Action to Invoke Custom Function

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Invoke Custom Function - A Workflow Action

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