Workflow
- How do I reorder the sequence of workflow actions?
- How do I attach a file in an email sent via a workflow?
- How can I send emails using workflows?
- How do I create a workflow?
- How do I delete sample (default) workflows?
- 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?