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…
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.
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…
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…
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 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…
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…
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: Open Task Management Update Repositories Install Updates Click on the Link “Task Management” in sidebar of Workflow…
