FAQs in this section
What is VTAP?
What tools VTAP provides?
What is Module Designer?
What is API Designer?
Where can I find documentation for VTAP?
Which editions and version supports VTAP?
What is the pricing of VTAP?
What happens to customization done using Customizer in V7 version?
How to get in touch with Platform team?
What is the intent of Developer edition?
What is Vtiger’s Add-on Publisher?
Is Add-ons Publisher available in all the CRM editions?
How do I publish Email Template add-ons?
How do I publish any other module as an add-on?
How do I update a published add-on?
How do I test an add-on?
What are the limitations of the Add-ons Publisher?
Which different add-on features can I publish?
What can a developer publish using Add-on Publisher?
What are the conditions for updating a published add-on?
What are the prerequisites for publishing an add-on?
What is an Insights Designer?
What is the use of Insigts Designer in Vtiger CRM?
What are the queries in Insights Designer?
What are the components of the Insight Designer?
What are the components of a Widget in Insights Designer?
What is the Transfer tab in Insights Designer?
What is the Output tab in Insights Designer?
What are the benefits of using the Insights Designer?
How do I access the Insights Designer in Vtiger CRM?
How do I create an Insights page?
How do I enable filters for a report?
How do I pin an Insight to the Dashboard?
Is Raw Query support available by default?
In which editions of Vtiger CRM is the VTAP - App Creator available?
Can I set access to my custom apps?
What are Line Item Fields in Insights Designer?
What are Server Scripts and Jobs in Vtiger CRM?
What is a Server Script?
What are Server jobs?
How do I create a Server job?
What are the different helper methods to write server scripts?
What is the Debugging method to write Server scripts?
What are HTTP methods to write server scripts?
What is Vtiger REST API method to write server scripts?
How to write code for Server Scripts and Jobs?
How to write a script for a server job to update stocks weekly in the warehouse system?
How to write a script for a server job for importing daily leads from a file?
How to write a server script to set case SLA by created day?
How to write a server script to calculate the outstanding invoice amount?
How to write a server script for contact email validation and data enrichment?
how to write a server script to update the credit score of a contact?
What is the Input tab in Insights Designer?
Table of Contents
This is where you can configure the input data source - the application from where data will be fetched. The Insight Designer supports multiple input types - Query, Webservice Query, CSV, and Custom REST APIs.
Input > Query
If you want to fetch data directly from your instance Database, you can use this data source. When you select this source, the system gives you a Vtiger Query builder where you can fill in details to build the query. An estimated query will be shown at the bottom after you fill in the details.
Merge Fields: You can see Merge Fields on the right-hand side of Input. Those are the filters you enabled in Insight. You can use filters to add conditions to your insight. Clicking on the Merge Field will copy the merge tag to the clipboard. You can then paste it in the conditions at the required position.
Input > Webservice Query
The behavior of this data source is the same as the query, but this will accept only Webservice queries. The query support in Vtiger web services can be built from this data source.
Input > CSV
Sometimes, you may receive information in a CSV file - an exported file from Google Sheets or any other 3rd party application. You can upload the CSV to an Insight Widget and configure it to display the data in the preferred output. You can upload a file up to 5MB.
Input > Custom Rest APIs
The Vtiger API Designer is a helpful tool that you can use to build custom Rest APIs to connect with different applications. The Insight Designer allows you to use the custom Rest API as the input source. You can build custom REST APIs and connect them to the Insights Designer to help you fetch data from different external applications.
Input > Query
If you want to fetch data directly from your instance Database, you can use this data source. When you select this source, the system gives you a Vtiger Query builder where you can fill in details to build the query. An estimated query will be shown at the bottom after you fill in the details.
Merge Fields: You can see Merge Fields on the right-hand side of Input. Those are the filters you enabled in Insight. You can use filters to add conditions to your insight. Clicking on the Merge Field will copy the merge tag to the clipboard. You can then paste it in the conditions at the required position.
Input > Webservice Query
The behavior of this data source is the same as the query, but this will accept only Webservice queries. The query support in Vtiger web services can be built from this data source.
Input > CSV
Sometimes, you may receive information in a CSV file - an exported file from Google Sheets or any other 3rd party application. You can upload the CSV to an Insight Widget and configure it to display the data in the preferred output. You can upload a file up to 5MB.
Input > Custom Rest APIs
The Vtiger API Designer is a helpful tool that you can use to build custom Rest APIs to connect with different applications. The Insight Designer allows you to use the custom Rest API as the input source. You can build custom REST APIs and connect them to the Insights Designer to help you fetch data from different external applications.
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