The most important topic is to make sure, your Workflow Designer folder is writable. You can check this, by open the following URL in your CRM: <CRMURL>/index.php?module=Workflow2&view=Check&parent=Settings When you see any red lines, then you should check file permissions a second time. Because then Webserver cannot access this file for write access.
When you need to use sendmail method to send your mails and modify VtigerCRM files to handle this, you will get issues in Workflow Designer, because our module bring his own library to send mails. But Workflow Designer contains an easy to use way to switch from SMTP to Sendmail. You only needs to add…
To create a new custom task you only need to go to the “Task Management” and press “create new Task manually” at bottom of the page. The Workflow Designer will ask you some questions, how you would define the new task. 1. The key This is the slug of the Block, which will be used to…
This page will assist you during your first steps with the Workflow Designer, after you install the module and configure the license. At first I will describe the differences to the integrated module and after this, I will write what you could do. Main differences to internal Module In the internal Workflow function, you are…
With version 600.1801 the Workflow Designer gets a powerful function like Mailscanner/Mailconverter from VtigerCRM core. But because the module itself is much more flexible, then the core Mailscanner, you could do much more things. Step 1 – Server Connection The server configuration is done within the Provider Manager. Add a “IMAP Server” Connection and fill…
Environment Variables A storage, which is permanent during a single execution of a workflow and it’s sub workflows. Storage can be accessed through $env[“…”] array. After workflow execution is finished, the values will be cleared. Product Collection A collection of single Items (Product/Services) from different inventory records.
You are able to implement your own Record Selection method. For example if you need some special filter or have an external system, you want to use to filter. Create a file <customname>.inc.php in the folder modules/Workflow2/extends/recordsource/ This file must include a Class, which extends from WorkflowRecordSource. You must implement the following structure to be…
Because our main developer started as dedicated PHP developer in his journey with VtigerCRM, which complain about not having any chance to modify existing functions, he take a look to implement lot’s of interfaces into our modules. If you are a PHP developer you could extend the Workflow Designer on lot’s of interfaces. I implement lot’s of…
It is easily possible to add your own shortcuts, which could be used within every template field. Create a file <customname>.inc.php in the folder modules/Workflow2/extends/shortfunctions/ This files don’t must follow any structure, but we would recommend, to bundle your functions within a class to prevent duplicate function names. We recommend the following structure: [prism field=field1…
With the help of the Workflow Designer module it is possible to create more powerful and flexible Webforms very easily. You also could use the Webforms from Workflow Designer if your Vtiger is created behind a firewall and you don’t want to open it for public users. (Maybe HTTP Login, Client Certificates etc. or simple…
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…
