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…
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…
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…
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…
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…
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…
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…
