Search Results

This SDK function allows you to convert any date passed as input into a specific format. As the first parameter, you must pass the value of a field of a module or dynamic form containing the date you want to format, instead as the second parameter you must pa...

This SDK function allows you to obtain and save today's date within any text, text area, date and datetime field. By default (so without passing any parameter), the result will always be returned in the "d-m-Y" format, to obtain the date in a different format...

This SDK function allows you to perform the difference between two dates passed as input parameters. As the first two parameters, separated by a comma, you will need to pass the values ​​of the two date type fields to be involved in the difference, but keep i...

This SDK function allows the system to perform a series of automations that allow the correct and complete conversion of the lead. In fact, this function can be used exclusively within the standard lead conversion process available in the "Process manager" se...

This SDK function allows you to force a certain record within an entity (of the same module) involved in the process. It is mainly used to be able to perform any type of standard action even on records that have been inserted within "Related to" fields of a d...

This SDK function allows you to generate a comment that will be inserted in the "Comments" section of the Customer Support module. As the first parameter, you will need to pass the crmid of the ticket on which you want to add the comment. As the second param...

This SDK function allows you to perform an update of the existing rows of a table field present on a specific module. The row ID must be passed as the first parameter, i.e. the key parameter that allows you to uniquely identify a specific existing row in the ...

This SDK function allows you to update existing rows of a table field present on a dynamic form of a process helper. The metaid must be passed as the first parameter, i.e. the ID that uniquely identifies a specific dynamic form within the process.NOTE: the nu...

This SDK function allows you to perform a check on the user who triggered the process, i.e. the user who performed the save. Specifically, it allows you to check if this user corresponds to a statically specified user within the function (Figure 1) For more ...

This SDK function allows you to perform a comparison between a static value (passed to the function) and a percentage value calculated based on the content of the "Service Delivery" field of the Operations module. If the "Package" item has been selected in th...

Subprocesses are particular types of processes that can be called within other processes defined as “parent”. To proceed with their configuration, you must create a process by inserting the entry “when the subprocess is launched” in the initial condition (Fig...

Main Process: Opportunity Management Process The SubProcess task is used to call other processes (subprocesses) and therefore simplify the logic of the main process. In the case proposed below there are 2 SubProcesses: 1st Send a summary email to the assi...

PROCESS ACTIVATION At this point we have finished configuring the process and its sub-processes. Therefore, let's proceed with checking that they are working correctly. We then enter the creation of a New Opportunity. In this case, we set the Sales Stage to ...

Installazione Passo 1: VtenextDa Impostazioni → Gestore Moduli andare sul tab Moduli Personalizzati, cliccare Importa nuovo modulo e caricare il file zip del modulo.Una volta installato il pacchetto, andare in Impostazioni → Impostazioni 3CX, e: attivare l...

Introduzione Il plugin 3CX di Vtenext permette di integrare il CRM fornito da Vtenext con il sistema telefonico 3CX. Comprende 3 funzionalità principali: Click2call: rende possibile far partire le chiamate direttamente dal CRM Pannello chiamate in enrata:...

Come per qualsiasi altro modulo standard/custom, per configurare la visibilità del modulo Processi si deve accedere alla sezione dedicata "Accesso condiviso" presente su Impostazioni -> Permessi Utente -> Accesso Condiviso. (Figura 1)Figura 1"Privato" -> solam...

As with any other standard/custom module, to configure the visibility of the Processes module you must access the dedicated "Sharing Access" section located in Settings -> User Permissions -> Sharing Access. (Figure 1) Figure 1 "Private" -> only the follow...

Permette di richiamare un Web Service esterno di tipo REST precedentemente configurato su Impostazioni -> Business Process Manager -> Webservice REST. (Figura 1 e 2)Figura 1 Figura 2- Nome → Permette di definire un nome al WS che stiamo configurando, utile pe...