FAQs in this section
How can I send emails using workflows?
How do I delete sample (default) workflows?
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 scheduled workflows can I create?
Is it mandatory to specify entry criteria for a workflow?
Can I create a workflow without any entry criterion?
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?
Can I deactivate a workflow if I do not need it?
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?
How do I invoke a custom function using workflows?
What does the Create Task action in Workflows 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?
I want my workflow to consider only weekdays while checking conditions. Is this possible?
Can I reorder the sequence of workflow actions?
How many actions can I include in a standard workflow?
How do I modify existing workflows?
How do I create a workflow?
Can I attach a file in an email sent via a workflow?
How many multi-path workflows can I create?
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?

A workflow consists of four components:

  1. The module on which the workflow is executed. Modules are specified in the Basic Information section of a workflow.
  2. The trigger that will cause the workflow to execute. You specify triggers in the Workflow Trigger section of a workflow.
  3. A workflow executes its actions based on the conditions you set. Conditions are specified in the Entry Criteria section of a workflow.
  4. Actions that the workflow will perform when the conditions are met. You specify actions in the Actions section of a workflow.
To learn more about Workflows, click here.
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