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 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?

What are actions available in the process design versions?

In the Process Designer Summary View, hovering the mouse over :
  1. A Saved and Published or Active process design version, the following options are provided:
  1. Preview - Clicking the Preview icon, you can view a process design version.
  2. Clone - Clicking the Clone icon lets you duplicate a process design version.
  3. Enabler - Helps you enable or disable Active or Inactive status for a process design version.
  1.  A Save as Draft process design version, the following options are provided:
  1. Preview - Clicking the Preview icon, you can view a process design version.
  2. Clone - Clicking the Clone icon lets you duplicate a process design version.
  3. Delete - Clicking the Delete icon lets you delete a process design version.
  4. Edit - Clicking the Edit icon directs you to the ‘Editing Process’ window, where you can edit a process design version.
  5. Enabler - Helps you enable or disable Active or Inactive status for a process design version.

To know more about the Process Designer, click here.
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