Search Results

The first thing to define is the Sharing Access rule for each of the modules. With what degree of freedom do you want the content of the modules to be accessible to users? The most restrictive approach is Private, which will strictly follow the hierarchical ro...

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you have defined so far, thus creating exceptions to the hierarchy of roles. Press Add privileges on the module for which you want to create an exception; Then select ...

The available function is used to control the visibility of the fields in the various modules on the part of the entire organisation. You can use this function both to show and to hide selected fields. By default, all fields are considered visible. It is not p...

This allows you to extend data access permissions for a user on a specific module, based on rules defined according to the same logic as filters. Let's look at an example: the Milan Agent user must be able to access the Account registries (all of them, even th...

The Audit Trails function allows the system administrator to know what a user has done in vtenext. You can enable/disable this control via the flag in the box, relative to the selected user. This function has been improved from version 21.01, making it central...

As a vtenext administrator, you can monitor access to the system and view the history of each user.

Again, as an administrator user, you can view failed login attempts for each user and if they have been blocked (for example, if they have entered their password incorrectly more than 5 times), you can reactivate them by clicking on "Add to whitelist".

Customisation features are very important because they guarantee the use of vtenext for a wide range of business processes. It is possible to design the data structure for the vtenext modules via easy-to-use web interfaces: for example, it will be you who will...

The Process Manager is the tool that makes it possible to manage processes within a company, interpreting the drawings generated through a Business Process Model and the Notification tool (for example www.bpmn.io). These tools represent all the automatic proce...

The Workflow tool was replaced by the module processes (Process Manager). It is possible to see all the Workflow that were created, but is not possible to create new Workflow. If an user try to click on New Workflow in the top right corner of the screen, the c...

This tool makes it possible to implement flow logics in the management of information through the definition of rules for the change in value of a field Status. A practical example is given below. A quote must be approved by the sales manager before being deli...

Conditionals allow you to define special permissions to access one or more fields of the same module when a condition defined within it occurs, with the same logic as advanced filters. When a condition occurs: one or more fields are rendered hidden; one or mor...

The "Wizard Creator" function allows the administrator to create guided procedures (called wizards to be exact). You can access this function through Settings > Wizard Creator; you can create your own custom wizard following 4 simple steps as you can see in th...

This tool allows for the autonomous creation of entire modules integrated perfectly within the standard vtenext setup. Both basic (line header) and commercial (with product block) modules can be generated. Let's look at the step-by-step creation of a new, more...

STEP 1: Module information The explanation of the individual entries can be found next to the fields to be filled in. Other labels are automatically proposed by typing the name for the new module. STEP 2: Blocks and fields Some of the functions of the Layout E...

Unistall, import, export Uninstall the module: it will no longer be usable and the records contained within it will be removed Change the settings related to the module, repeating the previous steps. This function is only available if the module has not been p...

The module manager allows you to import a new language package. The procedure below sets out the installation steps. The new language can be changed in the user preferences.