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…
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…
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…
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…
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] [vc_table]LOADERKEY,internal%20key%20of%20your%20loader%20to%20be%20able%20to%20register%20multiple%20loader|LOADERLABEL,Visible%20Label%20of%20Inventory%20Loader|LOADERCONFIG,Config%2C%20visible%20if%20Loader%20of%20selected[/vc_table] The CustomClassName could be chosen like you want. It only must equal in class definition…
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…
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…
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…
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.
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…
