Stefan Warnat's Extension / Vtiger Support en:extensions:workflowdesigner

Changelog

Mon, 22 Aug 2016 11:53:38 -0500

Changelog The version number includes information about the complexity of this update. . If you see an update with updated revision number, which isn’t listed here, there are only small bugfixes for single customers and you don’t need to install if you don’t have problems.

Developers

Fri, 22 Jul 2016 05:38:04 -0500

Developers If you are a PHP developer you could extend the Workflow Designer on lot's of interfaces. I implement lot's of these interfaces only for the 6.x version. If you are still using 5.4, you probably don't found the directories to create files.

Examples

Sun, 15 Jun 2014 13:11:29 -0500

Examples set custom value to drop down You want to set a value into a drop down field, base on some conditions? Use the “function” feature. Example: Execute Workflow only once This will represent the same function like the trigger “Until the first time the condition is true

Execution: Local with PHP

Sun, 08 May 2016 12:42:26 -0500

Execution: Local with PHP 2016-05-08: Updated to latest and easiest version You could execute a workflow manually in your own vtigerCRM extension or PHP file. You only need the following PHP Code: require_once(vglobal('root_directory')."/modules/Workflow2/autoload_wf.php"); // The ID of the Workflow you want to execute $workflow_id = 1; // The user, which will be used for execution $executionUserId = 1; // Specify a CRMID if you want to execute the record in context of this record. (Importan…

Execution: Remote over HTTP Handler

Sun, 13 Nov 2016 18:18:47 -0500

Execution: Remote over HTTP Handler This feature allows you to execute Workflow from any System, which could initiate HTTP Post Requests. You could also submit any values to the workflow and access these variables from every task. This allows a very flexible Webservice System you could configure in vtigerCRM Frontend.

Importer

Thu, 13 Mar 2014 05:25:07 -0500

Importer In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks for every line from the file. 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

QuickStart

Wed, 01 Jan 2014 10:24:55 -0500

QuickStart This page will assist you on your first steps with the Workflow Designer, after you setup 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.

SOAP Extension

Sun, 08 May 2016 12:34:10 -0500

SOAP Extension There is an Extension available to create SOAP operations, which will trigger Workflows from Workflow Designer. This give you the opportunity to use Workflows from your external Application. You are also able to transfer parameters and use them in your Workflow. In the first version there is no option to get a response with information from Vtiger for your Application. This will implemented within the next update, together with the option to send files.

Statistics

Tue, 07 Oct 2014 07:42:58 -0500

Statistics There are advanced analyze feature inside the Workflow Designer. You could follow every single execution and search for optimizations. The Statistics page could look like in this way: Or if you want to found the execution path of a single record, together with exact date & time it could look like:

Task Management

Thu, 16 Nov 2017 04:40:26 -0500

Task Management The Workflow Designer for VtigerCRM 6.x introduce a new process to integrate tasks you could use in your workflows. Guided by the Linux Repositories I implement a Repository system to install/update new tasks. So you will see any special tasks I provide and could install them manually with one click.

Tasks

Fri, 05 Sep 2014 02:28:53 -0500

Tasks task-start Order Management task-addproduct Convert to Invoice create Invoice/Quote/SO reverse/cancel Inventory Record Management create Comment create Record/Task/Event duplicate Record set Value remove Record Flow Control Auth Request Delay exists related Record redirect User to a custom URL Custom Condition Communication send eMail special Tools execute Expression with external Record execute & Store Mysql Query EntityData Debugging Stop Workflow

Template features

Fri, 05 May 2017 11:48:56 -0500

Template features Read here, the new version of this page:

Usage Examples

Tue, 09 Dec 2014 18:29:11 -0500

Usage Examples On this page I want to explain the building of some workflows. 1 - recordlist - create a defined List of Records you get daily in your mailbox 1. generate a Recordlist This workflow will have 4 steps. 1. Search the records you want to list 2. define and generate the list 3. send the list by mail 4. setup Workflow planer