FAQs in this section

What are Workflows?

Can I create a workflow to perform different actions based on different values of a picklist field?

What is the difference between normal and scheduled workflows?

Can I trigger a workflow at a specific date?

What are Scheduled Workflows?

What are Multi-path Workflows?

What is a workflow trigger?

What are Workflow entry criteria?

What is a workflow action?

What are the benefits of using Workflows?

How many standard workflows can I create?

How many multi-path workflows can I create?

How many actions can I include in a standard workflow?

How many actions can I include in a scheduled workflow?

How many actions can I have in a multi-path workflow?

What are the types of workflows available in Vtiger?

What are the different components of a workflow?

Is it mandatory to specify entry criteria for a workflow?

Can I create a workflow without any entry criterion?

I want my workflow to consider only weekdays while checking conditions. Is this possible?

Can I obtain the date on which a contact has subscribed to email marketing?

Can I obtain the time at which a contact unsubscribes from email marketing?

I do not have Write permission. Is there a way I can still create records?

How does the Update Fields workflow action work?

How does the SMS Task workflow action work?

How does the Create Record workflow action work?

Can I automate the creation of records in the CRM?

Is there a way to automatically update fields when a certain event occurs?

Can I automate the sending of an SMS?

How do I set up the Update Fields Workflow action?

How do I set up the SMS Task workflow action?

How do I set up the Create Records Workflow action?

How do I modify existing workflows?

How do I deactivate a workflow if I do not need it?

Can I select an existing address for From address in workflows' Send Mail action?

What is Reply To address in Send Mail action?

Can I embed record fields into the email body in the Send Mail action?

Can I insert an email signature while configuring the Send Mail action in workflows?

What is the maximum size of the files that I can attach in a workflow's Send Mail action?

What does the Invoke Custom Function action in Workflows do?

How do I invoke a custom function using workflows?

What does the Create Task action in Workflows do?

How do I set up the Create Task workflow action?

I do not see my desired fields in the Create Task action of Workflows. What should I do?

What does the Create Event action in Workflows do?

How do I automate the creation of events?

Can I create recurring events using workflows?

Can I automate the sales process in Vtiger?

Can I select time intervals in Scheduled Workflow Triggers?

What is the Click here to view matching records option in Scheduled Workflows Entry Criteria?

What options can I use for triggering workflows with Datetime and Time fields?

Where can I set the comment visibility in the Workflow?

How many levels of private comments can I set the comment visibility to in the Workflow?

What is a custom function in Vtiger workflows?

How do I add payment links when sending automated emails in Vtiger CRM?

How do I know how many Workflows are in Vtiger CRM?

Why is my workflow failing?

How can I permit a user to create workflows?

My workflow emails stopped working after switching SMTP to Microsoft/Office365. What should I do?

How do I stop the CRM from automatically setting up Workflows or executing Workflows?

How many scheduled workflows can I create?

The number of scheduled workflows that you can create depends on the edition:

10 in Sales Starter and Help Desk Starter
20 in Sales Professional, Help Desk Professional, and One Professional
30 in Sales Enterprise and One Enterprise

To learn more about scheduled workflows, click here.