Like any other of our modules, the CloudFile module provide a easy to use Interface. So you are able to use the module within your own extensions without any major work. I will guide you step by step to provide Cloud Storage functions: 1. You need to get a list of available Connections [prism field=source1…
We try to implement the most used Third party modules. If you miss some functions, contact us and we found a solution of the developer of this modules provide us a license during development. PDFMaker The PDFMaker module from ITS4you is a great module to generate PDF files from templates. That’s why the Workflow Designer provide…
This feature allows you to regularly execute workflows. It needs at least PHP 5.3 on your server! You could execute your Workflows with recurring intervals, for example every day at 6 and 16 o’clock. You found the Workflow Planer in the left sidebar of your main Workflow configuration page. The Button “new Entry” will create a…
This example is triggered everything a Project Task is updated and execute a Workflow from Module “Project” to summarize working hours. Workflow in Project Task triggered by “on every save” [vc_gallery interval=”0″ images=”520,522,524″ img_size=”large”] The workflow will only executed, if a Project is set within the Task. (Should be the default case) Then the “Execute…
On this page you will see, which tasks are updated and could open Task Change logs. 2017-01-19 exist related record – Version 8 2016-12-22 send Mail – Version 34 frontend confirmation box – Version 1 frontend actions – Version 2 2016-12-19 send Mail – Version 33 2016-12-06 Updates CloudFile Upload File – Version 9 CloudFile…
My Vtiger Tools could provide one opportunity, you could use to limit the available records for individual reference fields by condition. For example provide a field, which only allows to select records, contain to a special industry or have enabled one checkbox. You must install 2 free modules before: Our Vtiger Tools and our Event…
This Example would show the usage of the style record comment Task. It contains a “show notification” and a “send email” block, because within my Demo environment the “send Mail” is disabled in execution to prevent spam. But you could see the result during the “show notifications” block, also if format is not correct. This…
Since Version 600.1601 workflows could also be executed live during you Create / Edit a record. General Default Workflows are executed in background and started by an configured trigger. This allows powerful setups, but miss the situation you need to do a workflow, before user do something. Currently you cannot directly interact with the user to…
Starting with Version 600.1601 you could open a “global Task Options” field within every task configuration. Configurations in this block are applied for this single block and will modify the behavior of the blocks. Here you have a list and description of these configurations, currently available: Use/Output currencies formated, instead of full precision This option enable a…
Since version 600.1601 Workflow Designer not work only in background. You could define Workflows, which are triggered live during Modification / Creation of a record. With this opportunity you could run validations directly during you input the record.
Sometimes it happens, that you get a blank page or not see the result you want to see. In this situations you could start to hack the code, or use the default Debugging Features of Vtiger. Database Debugging 50% of all problems are a result of corrupt or wrong database queries. There is a fast…
If you want to implement your own Inventory Loader to, for example, add Products from something inside your module? That’s easy! Create a file <customname>.inc.php in the folder modules/Workflow2/extends/inventoryloader/ This file must have the following structure: [prism field=file language=php] LOADERKEYinternal key of your loader to be able to register multiple loaderLOADERLABELVisible Label of Inventory LoaderLOADERCONFIGConfig,…
