The Workflow Designer contains an Import process to automatically execute tasks based on an CSV you want to import. The basic idea behind this feature is to create a system, which could be used to import data in every possible csv-format. That means the csv don’t need to have a default structure like this: row1…
Maybe you create a custom relation, different from the “get_related_list” function, in your module and wants to set this relation also by the Workflow Designer. If you already added the relation, you know, every relation especially the relations with custom queries, are not able to handle in a similar way. That’s why I add one…
Sometime there are updates of single tasks, without a bundled Workflow Designer update. There are also tasks, which are not installed automatically. If you want to check for tasks/updates or our support request this, use the following howto: [ult_tab_element tab_style=”Style_2″ tab_animation=”Fade”][single_tab title=”Open Task Management” tab_id=”96ece355-ebdc-7″] Click on the Link “Task Management” in sidebar of Workflow…
This description will show you, how to use the Workflow Designer for Webforms. If you already use the internal VtigerCRM Webforms, you maybe know the common problems. 1. Performance 2. You must share your CRM URL 3. Limited opportunities to prevent duplicates The Workflow Designer have a build in HTTP Handler module, which could be access…
If you implement custom fields in your Inventory Records, like Invoice, Quotes, the values will be deleted during any workflows and you couldn’t interact with this values from Workflow Designer before version 600.0825. With this version, you could create a file named “InventoryFields.inc.php” directly into the “extends” directory. This file will not be overwritten during…
You would like to request a very special value from your users and you couldn’t do this with the integrated field types? You could integrate you own fieldtypes! Add a file in /modules/Workflow2/extends/fieldtypes/ with the filename “<individual>.inc.php” This file must contain a class which extends from WorkflowFieldtype. This class must have the following structure: [prism…
If you want to create a new action, what to do with files, generated by blocks, you could use this interface. Existing examples of this interface is the directly download, store in Filestore, … Add a file in /modules/Workflow2/extends/fileactions/ with the filename “<individual>.inc.php” This file must contain a class which extends from WorkflowFileAction. This class…
You have a module, which create files you want to integrate into Workflows? PDFMaker and SQLReports are implemented in this way! If you create a similar module you could create a interfacefile to attach this files to Mails, Store as Documents or simple use the file in every task, which could handle files in any…
You could execute a workflow manually in your own vtigerCRM extension or PHP file. You only need the following PHP Code: [prism field=code1 language=php] At the moment it is not possible to add a file with this type of Execution. This will be added as fast as possible.
If you reach the limit of the module you maybe want to extend the features with PHP. The easiest way is to add your own function to custom expressions. Create a new file inside modules/Workflow2/extends/functions/ with the filename <individual>.inc.php All functions with the nameprefix wf_ you define in this file, will be available during custom…
In many situations you need only press F12 within your browser to get Developer console. Then you probably see an error output from Workflow Designer. To see, what was happen during one execution, you could use the Statistic Tool. This tool show the way records take in this workflow. If an eMail won’t be send,…
The default behavior of this task is equal to the Create Record Task. This task could be create Invoices, Quotes, … with selected Products. You could specify all values of these modules, like item/group tax or discount. All other settings are equal to the default record creator. You could select all products you have created…
