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 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?
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 activate and deactivate process design versions?
Table of Contents
- Once you Save as Draft a process design, you can still publish the process design version by Activating (enabling) it.
- Once a process design version is Active you will not be able to edit or delete it. You can only Preview and Clone it.
- A process design version remains Inactive by Deactivating (disabling) it.
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