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?
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?
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 does the Invoke Custom Function action in Workflows do?
Table of Contents
The Workflows module provides you 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 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, 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 postinstall 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.
To learn more about the action, click here.
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 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, 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 postinstall 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.
To learn more about the action, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment