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 versions?
What are actions for process design records?
Table of Contents
In the Process Designer Summary View you can change the status and delete process design records.
Follow these steps to change the status of a process design record:
Note: Status button changes to Active even if one process design version is active.
Follow these steps to delete a process design record.
Follow these steps to change the status of a process design record:
- Click the Status button on the Summary View of the Process Designer module.
- This will take you to the Change Status popup.
- Select Active or Inactive status.
Note: Status button changes to Active even if one process design version is active.
Follow these steps to delete a process design record.
- Click the More icon on the Summary View of the Process Designer module.
- Click the Delete icon.
- This will take you to the ‘Delete record?’ popup.
- Click Yes, delete.
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