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 Action?
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 Condition?
Table of Contents
The Add Condition component helps you set up a condition or criteria for a process.
Follow these steps to access Add Condition:
- Click + mark on a component. You will be directed to the Components Menu.
- Click Add Conditions. You will be directed to the Conditions window, where you can set the necessary conditions for a process such as:
- All conditions must be met
- At least one of the conditions must be met
- Under All Conditions or Any Conditions (both if required) click + Add Condition to set the necessary conditions.
- Click Save Conditions. The Saved notification is displayed.
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:
- Click + mark on Add Conditions. You will be directed to the Components Menu.
- Click False.
- Click + mark on the False symbol. You will be directed to the Components Menu where you can set up the further process.
With this, you have successfully set up conditions for a process on the Process Designer.
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