Search Results

Branzino Email Builder is a drag-and-drop visual editor designed for creating responsive HTML emails. The application allows users to build newsletters and email communications through an intuitive graphical interface, without the need to directly edit code. T...

Interface Overview The builder interface is organized into three main areas: the sidebar toolbar, the central canvas, and the properties panel. The toolbar contains the **Components** and **Sections** tabs, from which users can select the elements to be added ...

In this chapter, we will create a report using data from a single module, applying filters and aggregations to the displayed information. The examples provided in this document are intended solely for illustrative purposes and are not necessarily representativ...

The Worker is a background daemon that runs alongside the CRM. When a task takes a long time (such as chatting with an AI, running a process, uploading documents for a vector search, etc..), the Worker handles it asynchronously so the browser does not freeze a...

Processes Action Cycle Records New action to cycle through all records of a module. Filter and sort options are available. Execution mode For all process actions, you can specify the Execution Mode: - Standard: the execution process waits for the action to com...

Below are all the SDK functions for registering REST methods and all the properties for describing them according to the OpenAPI standard. Registering custom Webservice methods SDK::setRestOperation($name, $handlerFilePath, $handlerMethodName, $params, $permis...

SDK uitype fields will all be shown as uitype 1 (text) in ProcessMaker actions

If you don't want to attach external dynamic form emails to the record you can set to false this prop: modules.processes.dfe.save_cache_link If you assign a dynaform to email or portal, you can force the assigned user of the record Processes with these props:...

Replaced the password hashing algorithm from md5 to argon2id.

The Model Context Protocol (MCP) is a standard that enables AI applications to connect to external systems. In VTENEXT, this standard is used to expose REST APIs, custom methods and processes to AI applications, to enable them to interact with the CRM itself. ...

Python service providing AI agent chat, MCP tools integration, and RAG on CRM documents, based on FastAPI and LangChain. Called by the Worker's Consumer processes via HTTP/SSE. System Requirements llama-cpp-python is installed as a pre-built wheel (not compile...

Ubuntu #!/bin/bash set -euo pipefail SELF="${BASH_SOURCE[0]}" SELF="$(realpath -ms "$SELF")" cd "$(dirname "$SELF")" || exit 2 if ((UID)) && ! [[ -v SUDO_USER ]]; then exec sudo "$SELF" "$@" fi curl -fsSL https://download.docker.com/linux/ubuntu/gpg -o /et...

Understanding the CRM Data Model Before creating a report, it is essential to have a good understanding of the available data structure. Otherwise, you risk designing a report without knowing whether a specific piece of information is actually stored in the CR...

In this section, we will explore in greater detail some of the configurations introduced earlier and examine additional steps of the report creation wizard that have not yet been covered. Unlike the previous chapter, we will not walk through the complete repor...

Gli Short URL sono dei link arricchiti con delle variabili, che consentono di tracciare le performance delle nostre Campagne e la provenienza del traffico del nostro sito. Cliccando su GESTISCI SHORT URL, presente in alto a destra, potremo accedere alla pagina...

La funzione Form Builder, permette di costruire webform per i moduli del crm, in modo da poterli pubblicare sulle pagine del vostro sito aziendale e di raccogliere dati. La costruzione viene fatta attraverso un'interfaccia drag&drop, molto simile a quella già ...