FAQs in this section
Can I reorder the sequence of workflow actions? Can 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 modify existing workflows? 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? 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? Can I automate the sales process in Vtiger?
How do I invoke a custom function using workflows?
Table of Contents
Follow these steps to set up the workflow with a custom function:
Accessing the workflow page:
Accessing the workflow page:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the Automation section.
- Select Workflows.
- Click the +New Workflow button.
- Select Standard.
- Select the Target Module Enter workflow name, status, etc.
- Select the Workflow Trigger.
- Click the +Add Condition button.
- Enter the condition that must satisfy for the workflow to execute.
- Note: To learn about the basic information, trigger, entry criteria, click here.
- Click the Add Action drop-down.
- Select Invoke Custom Function.
- This opens a window where you must enter the Action Title.
- Enter the Action Title.
- Click Save to save the action.
- Click Save to save the workflow.
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