FAQs in this section
How do I reorder the sequence of workflow actions?
How do I attach a file in an email sent via a workflow?
How can I send emails using workflows?
How do I create a workflow?
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?
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?
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?

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

Yes, with the help of Vtiger's Workflows. Workflows can create or update records in the CRM account owner's name, even if record owners do not have Write permission. This is called the account owner context.

Example: Consider a workflow that is configured to create a deal record when Lead Status = Hot.
Let us say, a sales rep who does not have Write permission for Deals edits a lead record and sets Lead Status = Hot. As a result, a deal record gets created with the Created By and Last Modified By fields having the CRM account owner's name.

To learn more about workflows, click here.

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