Description
The Workflow Designer provide about 80 functions, which help you to extend your VtigerCRM with a powerful method to automate, manage and control your system.
Some features:
- Set field values: Set any value into any field of a record
- Condition: create complex conditions with nested logical AND/OR operations to define very specific tasks for records
- Delay: Wait a configured amount of time. For example wait until 4. day of week
- send E-Mail: automate sending of emails and control every single field of the email, like sender, SMTP Server, CC, BCC or use mail templates. Additional you can attach any static or dynamic file.
- custom record sequence: Create a custom reord sequence you can set into field. For example to create multiple invoice number sequences
- global search: Search for a given condition within complete vtiger
- …
Changelog
vTigerCRM 7
Version: 7.03.13 - Release: 19th November 2021
Add - Implement function wf_multipicklist_add
Add - Implement function wf_multipicklist_remove
Version: 7.03.10 - Release: 1st September 2021
Fix - An error during send mail action, will generate a widget on dashboard, instead sending an error mail
Version: 7.03.09.02 - Release: 24th August 2021
Fix - In some cases Documents from Webforms are removed, when a Contacts Workflow is active
Version: 7.03.09.01 - Release: 13th August 2021
Fix - Update Push to CalDAV action to also allow to update events
Fix - use correct timezone in time request form field
Fix - Allow to use quotes in request form fields for shortcode parameters
Version: 7.03.09 - Release: 12th August 2021
Add - Function to use additional user fields of a module within conditions
Add - You can now define default csv settings for import workflows
Fix - Condition action with a module with empty blocks. Fix js error
Version: 7.03.07.01 - Release: 29th March 2021
Fix - Update Push to CalDAV action to also allow to update events
Fix - use correct timezone in time request form field
Fix - Allow to use quotes in request form fields for shortcode parameters
Version: 7.03.07 - Release: 24th March 2021
Add - Implement Push to CalDAV action
Version: 7.03.06 - Release: 18th March 2021
Fix - Raise minimum PHP version to 7.0, because of Mailscanner Update and performance.
Fix - Mailscanner issue "Encoding from `auto’ to `UTF-8′ is unsupported on this platform"
Version: 7.03.05 - Release: 10th March 2021
Add - Allow to select XLS/CSV Reports as attachments
Add - Implement function "Birthday within next interval"
Fix - Variable selection in Workflow Planer
Version: 7.03.02 - Release: 1st March 2021
Add - Option to export Workflows in BPMN compatible format
Add - Support for multi picklists in request form
Add - Condition to check if user is member of role or group
Add - You are able to use Validation workflows, before a record is saved and redirect back to EditView
Fix - Label and Default values in request form can be $env variables
Fix - Allow set of Group Discount Amount
Fix - Change picklist values in Frontend Editor
Version: 7.02.17.02 - Release: 24th May 2019
// not released 2019-02-22
Fix - Fix support of PHP 7.3
Fix - Label and Default values in request form can be $env variables
Add - Support for multi picklists in request form
Version: 7.02.17 - Release: 4th December 2018
Fix - Fix issue with Approval, which do nothing
Fix - Fix issue with mandatory picklists in request form
Fix - Fix issue in listview with request from values block
Fix - Request form headline and buttons can contain variables
Version: 7.02.16 - Release: 15th October 2018
Fix - Fix several bugs related to Workflow execution
Fix - Check currency within condition
Add - Shortcode to create a number from string
Version: 7.02.13 - Release: 18th September 2018
Add - Block to check if email is valid
Add - Default value for picklists in request forms
Add - Block for PDFGenerator
Fix - Major changes in Frontend JavaScript
Fix - Language Manager works correctly
DEV - Add possibility to use a field selection in SimpleConfig
DEV - Add possibility to use a timezone selection in SimpleConfig
Version: 7.02.08 - Release: 12th June 2018
Fix - Urgent update to fix a bug in encryption settings
Version: 7.02.07 - Release: 11th June 2018
Fix - PHP 7 compatible Expression Syntax check
Version: 7.02.05 - Release: 29th May 2018
Add - Implement a brand new modern request form block with better flexibilitz
Add - Implement option to define own frontend button types, to add Workflow Designer into other modules
Add - Option to let user modify email before sending
Fix - Mailscanner do not process any mails, without a condition
vTigerCRM 6
Version: 600.1834 - Release: 20th April 2018
Fix - Mailscanner do not process any mails, without a condition
