FAQs in this section
What is Vtiger CRM Process Designer?
What are the benefits of using Process Designer?
What are the feature and edition availability for Vtiger CRM?
What is a business process?
What is a Flowchart?
What is a Workflow?
What are business rules?
What is a Process Designer?
What is a process design?
What are Process Designer components?
What is Process Designer Components Menu?
How to Add Condition?
How to access Wait Time?
How to Add Label?
How to Delete?
What are Vtiger CRM Process Designer keyboard shortcuts?
How to go access the Process Designer module?
How to create a process flow for a business process?
What are process design versions?
How to activate and deactivate process design versions?
What is Process Designer Summary View?
How to view Process History for process design versions?
What are actions for process design versions?
What are actions for process design records?
How to Add Action?
Table of Contents
The Add Action component helps you set up a task or an action for a process. It allows you to select an action from a list of actions and configure its properties as well.
Follow these steps to access Add Action:
- Click + mark on a component.
- You will be directed to the Components Menu.
- Click Add Action.
- You will be directed to the Add Action’s menu that displays the below list of actions:
- Create
- Update
- SMS
- Mobile Push Notification
- Webhook
- Record Alert
- Click an action to be executed. You will be directed to the specific action window.
- Set up the required settings for the action.
- Click Save. The Saved notification is displayed.
With this, you have successfully set up an action for a process on the Process Designer.
To know more about the Process Designer, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment