FAQs in this section

What are Workflows?

Can I create a workflow to perform different actions based on different values of a picklist field?

What is the difference between normal and scheduled workflows?

Can I trigger a workflow at a specific date?

What are Scheduled Workflows?

What are Multi-path Workflows?

What is a workflow trigger?

What are Workflow entry criteria?

What is a workflow action?

What are the benefits of using Workflows?

How many standard workflows can I create?

How many scheduled workflows can I create?

How many multi-path workflows can I create?

How many actions can I include in a standard workflow?

How many actions can I include in a scheduled workflow?

How many actions can I have in a multi-path workflow?

What are the types of workflows available in Vtiger?

What are the different components of a workflow?

Is it mandatory to specify entry criteria for a workflow?

Can I create a workflow without any entry criterion?

I want my workflow to consider only weekdays while checking conditions. Is this possible?

Can I obtain the date on which a contact has subscribed to email marketing?

Can I obtain the time at which a contact unsubscribes from email marketing?

I do not have Write permission. Is there a way I can still create records?

How does the Update Fields workflow action work?

How does the SMS Task workflow action work?

How does the Create Record workflow action work?

Can I automate the creation of records in the CRM?

Is there a way to automatically update fields when a certain event occurs?

Can I automate the sending of an SMS?

How do I set up the Update Fields Workflow action?

How do I set up the SMS Task workflow action?

How do I set up the Create Records Workflow action?

How do I modify existing workflows?

How do I deactivate a workflow if I do not need it?

Can I select an existing address for From address in workflows' Send Mail action?

What is Reply To address in Send Mail action?

Can I embed record fields into the email body in the Send Mail action?

Can I insert an email signature while configuring the Send Mail action in workflows?

What is the maximum size of the files that I can attach in a workflow's Send Mail action?

What does the Invoke Custom Function action in Workflows do?

How do I invoke a custom function using workflows?

What does the Create Task action in Workflows do?

How do I set up the Create Task workflow action?

I do not see my desired fields in the Create Task action of Workflows. What should I do?

What does the Create Event action in Workflows do?

How do I automate the creation of events?

Can I create recurring events using workflows?

Can I automate the sales process in Vtiger?

Can I select time intervals in Scheduled Workflow Triggers?

What is the Click here to view matching records option in Scheduled Workflows Entry Criteria?

What options can I use for triggering workflows with Datetime and Time fields?

Where can I set the comment visibility in the Workflow?

How many levels of private comments can I set the comment visibility to in the Workflow?

What is a custom function in Vtiger workflows?

How do I add payment links when sending automated emails in Vtiger CRM?

Why is my workflow failing?

How can I permit a user to create workflows?

My workflow emails stopped working after switching SMTP to Microsoft/Office365. What should I do?

How do I know how many Workflows are in Vtiger CRM?

Follow these steps to view the number of Workflows in Vtiger CRM:

Log in to the CRM.
Click the User Menu in the top-right corner.
Select Settings. the Settings page opens.
Go to Automation > Workflows. The Workflow page opens.
View the total number of Workflows in the filter bar at the top.