This extensions is build, because the original workflow manager of the vtigerCRM has some huge limitations, which makes it impossible to create complex workflows. Also you don’t receive any analysis from the integrated module, which shows problems or lags in your process.
Therefore it implements an easy way to create and visualize very complex multistage business processes by using modern web technologies.
You could manage your workflows easily by connect one task with another one. It is also touch compatible, so you could manage your workflow from your smartphone/tablet.
There are no limits! You could integrate your very own and individual process.
If a Workflow Extension have any limits, you are guided by the system and not by your business needs.
The integrated workflow engine was build dedicated on top of vtiger and could interact with every module and increase the benefits of custom modules.
You could define, which way your records will go through the process and could review every single execution, a record had done, in a detailed statistic function.
Professional
You want to control your business with workflows and make use of all features you could have to maximize the support you get from the CRM, choose the Professional version.
| Feature | Basic | Professional |
|---|---|---|
| Number of Workflows you could create | Unlimited | Unlimited |
| Types of Tasks | 32 | 32 from Basic +33 exclusive |
| Complexe Conditions to manage process | Yes | Yes |
| complexe Delay Configurations | Yes | Yes |
| custom and unlimited combination of tasks | Yes | Yes |
| modify Records | only current Record, like internal Workflow |
Yes |
| Inventory Creation (Create Invoice, Quotes, …) |
Yes | Yes |
| Inventory Manipulation (Add Product to existing Invoice, …) |
No | Yes |
| Import Feature (Import CSV with complete structure) |
No | Yes |
| Frontend Workflows to dynamically interact with user | No | Yes |
| complexe Workflows over different Records | No | Yes |
| EntitiyData Feature | No | Yes |
| Show Messages in Record | No | Yes |
| Interact directly with MySQL | No | Yes |
| create Conditions by related Records | No | Yes |
| HTTP Handler | No | Yes |
| Scheduler | No | Yes |
List of available Tasks
| Task | Internal Workflow | Basic | Professional |
|---|---|---|---|
| Condition | limited | Yes | Yes |
| Delay | limited | Yes | Yes |
| duplicate Record | No | Yes | Yes |
| create Record | limited | Yes | Yes |
| create Event | Yes | Yes | Yes |
| create Task | Yes | Yes | Yes |
| create Inventory | No | Yes | Yes |
| exit (for debug) | No | Yes | Yes |
| convert SalesOrder to Invoice | No | Yes | Yes |
| create Comment | No | Yes | Yes |
| save PDFMaker Document | from extension | Yes | Yes |
| request manuel permission | No | Yes | Yes |
| redirect User to URL/PDF Template | No | Yes | Yes |
| remove Record | No | Yes | Yes |
| send eMail | Yes | Yes | Yes |
| set fields | limited | Yes | Yes |
| execute external workflow | No | Yes | Yes |
| save document to Dropbox | No | Yes | Yes |
| add Product to existing Invoice/Quote/… | No | No | Yes |
| Import CSV | No | No | Yes |
| different Handling of execution type | No | No | Yes |
| execute Expression with other Record | No | No | Yes |
| execute Worfklow with other Record | No | No | Yes |
| Custom Condition with PHP Expression | No | No | Yes |
| get/set EntityData | No | No / No | Yes / Yes |
| global search in vtiger for record | No | No | Yes |
| show Messagebox in Record | No | No | Yes |
| check MySQL Query and handle result | No | No | Yes |
| execute and Store MySQL Select Query | No | No | Yes |
| Check Records, related to current record | No | No | Yes |
| cancel Invoice (create Cancellation) | No | No | Yes |
| parse string with RegEx | No | No | Yes |
| send notification to Pushover mobile apps | No | No | Yes |
| request values interactive from user | No | No | Yes |
You could easily add new functions, without any changes to existing files.
One license could be used in one live and one development system and is valid for an unlimited number of users!
Requirements
- vtigerCRM at least 6.0 or 7.0
- PHP at least 5.4 (And enabled Curl, SOAP Extension)
- MySQL Database (PostgreSQL is not supported)
- Fully tested only with default Vtiger Layout. Use other layouts on your own risk.
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