https://wiki.pinstudio.ru/ 2026-04-29T09:31:36+03:00 https://wiki.pinstudio.ru/ https://wiki.pinstudio.ru/lib/exe/fetch.php?media=wiki:favicon.ico text/html 2016-07-11T14:56:20+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:colorizer&rev=1468238180&do=diff Colorizer See the product description for Colorizer in my shop This module gives you the possibility to highlight important fields in DetailView and ListView, your vtigerCRM users should look at. (Colors in ListView requires to add one line in one vtiger source file and has some limitations.) For example you could change textcolor to red, if a date was gone and a checkbox isn’t checked. text/html 2016-07-07T17:35:13+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:custom_functions&rev=1467902113&do=diff Custom functions Important This Page describe a feature, which require PHP development skills. If you use this feature in a wrong way, you could crash the Workflow! Lots of Workflow Tasks in the Designer could use custom functions. You recognize the option to use this functions, if you have an green border around a textfield and a special icon () next to the textbox. text/html 2016-07-07T16:38:44+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:developers&rev=1467898724&do=diff Developers If you are a PHP developer you could extend the Workflow Designer on lot's of interfaces. I implement lot's of these interfaces only for the 6.x version. If you are still using 5.4, you probably don't found the directories to create files. text/html 2016-07-07T18:47:09+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:entitydata&rev=1467906429&do=diff EntityData The EntityData system was introduced in version 1.88. It is similar to the Environment variables, because it is a persistent «key->value» storage for crm records. Instead of store variables over different blocks in one execution of a Workflow it stores values persistent in a hidden background storage and keep the values also after the single execution was finished. So you could save values over different workflows. I have visualize the scope of these the two different persistent sto… text/html 2016-07-07T18:45:46+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:file_actions&rev=1467906346&do=diff File Actions Since 600.0801 there are general actions you could do with files called «fileactions», I will use in any necessary block. For example the new PDFMaker Integration use this to select what should happen with the result file. Core Options text/html 2016-07-07T14:17:42+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:filestore&rev=1467890262&do=diff Filestore Starting with version 600.0801 I implement a temporarily filestore, which could used by the actions to store files for later usage, without make use of the VtigerCRM integrated Documents/Attachments and waste a CRMID for a file, you need for only one task. text/html 2016-07-08T13:15:43+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:formula_assistant&rev=1467972943&do=diff Formula Assistant Since Version 600.1401 you could use an Assistant to easily create formulas. Before this update, you need to create PHP Scripts, if you only want to summarize some fields. Now you create a formula, which also could be used in multiple fields. text/html 2016-07-07T17:52:14+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:importer&rev=1467903134&do=diff Importer In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks for every line from the file. The basic idea behind this feature is to create a system, which could be used to import data in every possible csv-format. That means the csv don't need to have a default structure like this: text/html 2016-07-07T17:53:46+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:local_with_php&rev=1467903226&do=diff Execution: Local with PHP 2016-05-08: Updated to latest and easiest version You could execute a workflow manually in your own vtigerCRM extension or PHP file. You only need the following PHP Code: text/html 2016-07-07T14:39:58+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:provider_manager&rev=1467891598&do=diff Provider Manager Because lot's of tasks require a connection to external providers, I centralized the management of login credentials for this configuration within one clean and secure interface. If you open the Provider Manager the first time, you see no configured provider. text/html 2016-07-07T15:30:49+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:remote_over_http_handler&rev=1467894649&do=diff Execution: Remote over HTTP Handler This feature allows you to execute Workflow from any System, which could initiate HTTP Post Requests. You could also submit any values to the workflow and access these variables from every task. This allows a very flexible Webservice System you could configure in vtigerCRM Frontend. text/html 2016-07-07T17:44:05+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:scheduler&rev=1467902645&do=diff Scheduler This feature need at least PHP 5.3 on your server! You could execute your Workflows with recurring intervals, for example every day at 6 and 16 o'clock. You found the Workflow Planer in the left sidebar of your main Workflow configuration page. text/html 2016-07-07T15:59:16+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:soap_extension&rev=1467896356&do=diff SOAP Extension There is an Extension available to create SOAP operations, which will trigger Workflows from Workflow Designer. This give you the opportunity to use Workflows from your external Application. You are also able to transfer parameters and use them in your Workflow. text/html 2016-07-07T15:48:30+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:statistics&rev=1467895710&do=diff Statistics There are advanced analyze feature inside the Workflow Designer. You could follow every single execution and search for optimizations. The Statistics page could look like in this way: Or if you want to found the execution path of a single record, together with exact date & time it could look like: text/html 2016-07-07T15:01:08+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:task_management&rev=1467892868&do=diff Task Management The Workflow Designer for VtigerCRM 6.x introduce a new process to integrate tasks you could use in your workflows. Guided by the Linux Repositories I implement a Repository system to install/update new tasks. So you will see any special tasks I provide and could install them manually with one click. text/html 2017-06-14T18:17:30+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:tasks&rev=1497453450&do=diff Tasks Start Communication Send eMail Mail was read Send SMS Send Pushover Msg Flow Control Auth Request Delay Redirect user to a custom URL Custom condition Conditions Execution type Global Search Loop Request values from user Run external Workflow Stop Workflow Frontend Tasks Frontend Action Frontend Confirmation Popup Show Frontend Message Order Management Add Product Convert to Invoice Create Invoice/Quote/SO Reverse/cancel Inventory Exec… text/html 2016-07-07T17:16:54+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:template_features&rev=1467901014&do=diff Template features Allmost all tasks have configuration fields, which could be filled with variables. All textfields which look like the image right, are capable of this feature. If the textfield/textarea looks like the second image on the right with a green icon it is a pure custom expression field, which needs a valid expression and return statement with value. text/html 2016-07-07T14:20:32+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:troubleshooting&rev=1467890432&do=diff Troubleshooting What you can to, if your workflow don't work. To see, what was happen during one execution, you could use the Statistic Tool. This tool show the way records take in this workflow. If an eMail won't be send, you could see a detailed SMTP Log in every Mail task, which was entered in Statistics view. text/html 2016-07-07T17:29:34+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:usage_examples&rev=1467901774&do=diff Usage Examples On this page I want to explain the building of some workflows. 1 - recordlist - create a defined List of Records you get daily in your mailbox 1. Search the records * add a “global Search” Block and configure your search conditions * set the “Environment Variable” to “recordlist” text/html 2016-07-08T13:31:51+03:00 https://wiki.pinstudio.ru/doku.php?id=en:start:workflow_auth_management&rev=1467973911&do=diff Workflow Auth Management On this page you could configure, which User could see/execute a workflow. Workflow Designer