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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

Creating a Workflow Set up a Workflow Action to Create Event Set up a Workflow Action to Create Task Set up a Workflow Action to Create Records Set up a Workflow Action to Update Fields