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Installing the Plugin on VTENEXT
Upload the received ZIP file in Settings > Module Management. Select the file fr ...mpleted, click Finish. Two new modules will be installed: WASB Template and WASB Conversations.
3.2 Update entity
...dating an entity (instance of a module) directly involved in the proce ... which the entity fields of the modules involved within the process can be accessed (Figure 2) Figure 2 CAUTION: For the “Picklist” and “User” type fields, in order to use the ...
3.5 Send Email
...ault -> in the case that in the module Messages of the user indicated ...unts configured in the Messages module for the currently active users on your system. -From -> represents the sender of the mail -To -> represents the recipient of the mail -CC ->...
3.6 Send Newsletter
...llows to select a record of the module Campaigns involved in the proce ...B: The records belonging to the modules Companies, Contacts, Target and Lead can be selected. - Subject -> represents the subject of the newsletter - Email template -> represents t...
3.9 Cycle Rows
... in the process and its related modules, the action will not be visibl ... you to create an entity of any module (standard or custom) for each row that meets the conditions set in the "Field conditions" section. (Figure 2)To consider all the rows, just lea...
3.13 Insert Table Row and Insert Product Row
... in the process and its related module, the action will not be visible ... in the process and its related module, the action will not be visible among the list of actions selectable via the "New action" button. The values entered can be static and/or dyna...
11.2 SDK Action
...ction('vte_add_event_invitee', 'modules/SDK/src/ProcessMaker/Utils.php ...',$invitee); $parent_module = getSalesEntityType($invitee); ... if ($parent_module == 'Contacts') { $_REQ ... a field of a dynamic form or a module through the "Result" variable i...
11.3 SDK Task Condition
...are_account_bill_ship_street', 'modules/SDK/src/ProcessMaker/Utils.php ...tains the following parameters.$module: module of the entity on which the cond ...mpare_account_bill_ship_street($module, $id, $data) { list($wsModId,$id) = explode('x',$id); // do...
12.8 SDK fieldAction: vte_json_record
...values of all the fields of a module instance (record) passed as inp ...of an instance of the Companies module involved in the process. Within an Action Task, we proceed with the configuration of an Update entity action involving the "Description" field...
12.9 SDK fieldAction: Format Date
... pass the value of a field of a module or dynamic form containing the ...of an instance of the Companies module and save it within a field of a process helper. Within the dynamic form we proceed with the creation of a date field called "Creation Date" in...
12.14 SDK Action: Add comment to ticket
...section of the Customer Support module. As the first parameter, you w ... id of a record of the Contacts module, as the fourth parameter you will need to pass the fixed item "customer". As the fifth parameter, the fixed value "true" must be passed if you...
12.15 SDK Action: Update ModLight row
...ble field present on a specific module. The row ID must be passed as ... field present in the Job Order module. (Figure 1) Figure 1 Inside an Action Task we proceed with the configuration of a cycle rows type action on the "Operations" table field an...
13.1 Sub-processes: Configuration and Usage Modes
...l not be possible to select any module, as the instance defined in the ...he data of the instances of the modules involved in the "parent" process (Figure 7) Figure 7 Due to a structural technical limitation of the system, it is NOT possible to call th...
17.7.1 Campo PULSANTE in vtenext
...ce: function confirm_nomecampo(module){ var url_string = window. ...ord"); quickDetailViewSave(module, record, 'nomecampo', '1', function() { location.reload(); }); } Nella parte del codice, dove compare ‘nomecampo’, andremo a so...
vtenext 23.08 Release Note
...ditionally, you can publish any module present in vtenext, including c ... Mark as Spam: In the Messages module, the option to add emails to spam more quickly has been added. External Dynamic Forms (BPMN): With this feature, it is possible to send extern...
3.2 Accounts
The accounts module contains the records concerning ...c is as described for the Leads module. A selection of the main fields in Accounts is shown below: Account Name Business name. Member of Manages a hierarchy between companies b...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules. Import data; How format C ...anage duplicate record within a module; Save import data Mapping.
3.5.2 How to format the CSV file
...connect said Contacts (or other module), with your Company (or other module whose main name must be written in the same way as it was entered in vtenext): Name Surname Account Name Lynda Carter Accounts::::Wonder LTD Below we will ...