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 actions available in the process design versions?
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?
What are the actions available in 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: The 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: The 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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment