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 to add an action in the process designer?
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 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?
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 to go access the Process Designer module?
Table of Contents
Follow these steps to go to the Process Designer and create a process design.
To know more about the Process Designer, click here.
- Login to your CRM account.
- Click the User Menu.
- Click Platform.
- Look for Designers.
- Select Process Designer. You will be directed to the Process Designer module.
- Click +Add Process. You will be directed to the Add Process window.
- Enter the following information in the below fields:
- Name: Enter the name of the process.
- Module: Select the module for which the process is designed.
- Status: Select the status as Active or Inactive. While setting up a process, status is always Active.
- Assigned to: Assign an owner to the process design record.
Note: Status and Assigned to fields are auto-filled but can be edited.
- Click Edit Process.
To know more about the Process Designer, click here.
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