How do I create a new Custom Function in Vtiger?
Follow the steps below to create a Custom Function:
- Log in to the CRM.
- Go to Settings.
- Click Workflows under Automation.
- Create Workflow.
- Add basic details and enter the criteria.
- Go to the Add Actions section.
- Click + Add Function.
- Enter the Function Name, Description, and Handler Class/Method.
- Upload or write your PHP code in the specified file path.
- Save and test it with a workflow.
- Save Workflow.