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 in the process designer? What is a Flowchart in the process designer? What is a Workflow in the process designer? What is a Process Designer? What is a process design? What are Process Designer components? What is Process Designer Components Menu? How do I add a condition in the process designer? How do I add Wait Time in the process designer? How do I add a label in the process designer? How can I delete a component in the process designer? 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 do I activate and deactivate process design versions? How do i I access Process Designer Summary View? How to view Process History for process design versions? What are actions available in the process design versions? What are the actions available in process design records? Can I link flows in the Process Designer to multiple loops? What is Fetch Records action in Process designer?
How to add an action in the process designer?
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:
- Mobile Push Notification
- 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.
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