How do I create OTP Rules in Vtiger?

Follow these steps to create OTP Rules:

1. Log in to the CRM.
2. Go to the Main Menu.
3. Go to Administration.
4. Go to OTP Rules.
5. Click Add OTP rules.
6. Enter or select the following information:
   1. Details block
      1. Rule Name: Provide a unique name for the rule.
      2. Target Module: Select the module for which OTP verification is required.
      3. Applicable Profiles: Choose profiles for which OTP verification is required. Users of selected profiles will be prompted for OTP, while others can save without OTP.
      4. Allow sending OTPs for closed records: Enable this option if OTP verification is required when reopening a closed record.
   2. OTP Options block
      1. OTP Type: Select among numeric, alphabetic, or alphanumeric OTPs.
      2. OTP Length: Specify the number of characters for the OTP.
      3. Valid For: Set the duration for which the OTP is valid from when it is sent.
      4. OTP Resend: Choose whether to send a new OTP or resend the previously generated OTP if still valid.
      5. Max Resend Attempts: Define the maximum number of resend attempts within a specified time frame.
      6. Reset Resend Attempts After: Set the time frame after which resend attempts will be reset.
      7. Max Validation Attempts: Specify the maximum number of OTP validation attempts.
      8. Reset Validation Attempts After: Set the time frame after which validation attempts will be reset.
   3. Verification Trigger block
      1. Trigger Conditions: Define conditions under which OTP verification is required. Similar to workflows/processes, conditions can include has changed, has changed from, etc.
      2. Note: If the conditions match during record creation, saving will not be permitted. This is because OTP verification is required to save the record, but an OTP can only be sent once the record is saved.
   4. OTP Delivery block
      1. Channels: Choose the channels (email, SMS, WhatsApp) through which OTP will be sent.
      2. Recipient: Select the field to which OTP should be sent.
      3. Template: Choose a template for sending OTP.
      4. Provider: Choose the service provider for SMS and WhatsApp channels.

Note:

• OTPs will always be sent, even if the customer has opted out. To avoid sending automated OTPs to customers who have opted out, include conditions in Workflows or Processes to exclude them.
• Only templates with an OTP merge tag can be chosen in the template selection. For SMS and WhatsApp, only approved templates can be selected.