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 are Process Designer components?
What is Process Designer Components Menu?
How to add an action 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 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?
What is Vtiger's Data Source Designer?
What is Zero-Copy Integration?
What are the benefits of Zero-Copy Integration?
Which merge tag should I use to dynamically display the current page number?
How do I fetch data from Vtiger using the Code Editor?
How do I create a virtual module in the CRM?
How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app?
How do I know how many Action Tasks are in a Process Flow in Vtiger CRM?
How do I view the current stage and details of processes for a specific lead or Contact?
What is a Process Design?
What are actions available in the process design versions?

How do I add a condition in the process designer?

Adding a Condition to the Process Designer

The Add Condition component helps you set up a condition or criteria for a process. 
Follow these steps to access Add Condition:
  1. Click + mark on a component. You will be directed to the Components Menu.
  2. Click Add Conditions. You will be directed to the Conditions window, where you can set the necessary conditions for a process such as:
    1. All conditions must be met
or
  1. At least one of the conditions must be met.
​​​​​
  1. Under All Conditions or Any Conditions (both if required) click + Add Condition to set the necessary conditions.
  2. Click Save Conditions. The Saved notification is displayed.
You have now set up a True condition.
Add Conditions also helps you set up a different process if the condition is False.
​​​​​​​
Follow these steps to set up a Condition as False:
  1. Click + mark on Add Conditions. You will be directed to the Components Menu.
  2. Click False.
  3. Click + mark on the False symbol. You will be directed to the Components Menu, where you can set up the further process.
You have now set up a False condition.

With this, you have successfully set up conditions for a process on the Process Designer.

To know more about the Process Designer, click here.
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