Sign In
  • Logout
    Home  >   FAQs   >  What are actions for process design versions?
    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? 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 records?

    What are actions for process design versions?

    Table of Contents



    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.

    Let us now learn the actions avaliable for process design records.

    To know more about the Process Designer, click here.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2022 Vtiger. All rights reserved.
    Powered by Vtiger