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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...
vtenext Business 18.12 Release Note
...ents include: Versioning for modules, roles, profiles, and conditio ...abling the import of blocks and module fields into dynamic forms. GDPR support, now extended to business units. vtenext 18.12 delivers improved overall performance, fully support...
Nuova integrazione
...pi/v1/vtews/zapier.subscribe {"module":"Leads","hookUrl":"{{bundle.ta ...stapi/v1/vtews/zapier.create module = Leads data = {{bundle.inputData.dataField}} Ovviamente VTE-URL va sostituito con l'indirizzo completo della vostra installazione vtenext,...
Available SDK Functions
...utomatically installs four Field Actions (identified by the WASB prefix): Send Template: Allows sending a message via the WASB Conversations module using a WASB Template (approved ...d within the WASB Conversations module and sends them immediately.
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 ->...
3.9 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...
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 ...
3.6 Mass Edit
...l records selected in the Leads module. Click on OTHER > MASS EDIT ...dit is available in all vtenext modules under the Other button. The mass edit function is not however applicable to all fields. Among the editable fields, the CRM admin user can enab...