PINstudio en:start:tasks:record_management

Calc Values From External Records

2017-06-15T14:24:30+03:00

Calc Values From External Records Hover over the text box to see the description [Calc Values From External Records] * Within which module you want to calculate values? * Add fields you want to calculate * List of fields, which will be calcualted * Function to select the records, which should be calculated Available Operations for calculation are: Summarize Summarize all values, from selected fields Summarize currencies Summarize all values, from selected fields, but round value…

Convert Record

2016-10-21T13:47:00+03:00

Convert Record This task allows you to convert the current Record, like the internal routine does. For instance you can use the task «Convert Record» to fill the fields of new record for the Record you create. Additional you could define fields, which you could fill up individually. You may use this, if you define custom fields, which should be transfered from the old record into the new one.

Copy a Document to Dropbox

2016-07-08T15:32:19+03:00

Copy a Document to Dropbox This block requires an Dropbox Account! The configuration is realy simple. * You need to connect your Dropbox Account to this task. Every of this task could have it's own Dropbox connection, to allow different Accounts.

Create Comment

2016-07-08T14:11:28+03:00

Create Comment This Task allows you to automatically create comments in the executed or a related entity. Process Example * add a comment to Contacts if you change some values * add a comment to the Organization if you interact with a Contact from this company

Create Record/Task/Event

2017-06-14T18:09:12+03:00

Create Record/Task/Event You could create records, which don't have to be related to the record of the workflow. All documentation from "Set value" task are also valid for this task. Calender entries There are special tasks for calendar entries, because they have to be created in a special way. Please pay attention what type of Calender Record you want to create. (Event or Task/Todo)

Decision Table

2021-08-06T14:34:45+03:00

Decision Table There is a solution to avoid if-else code in vTiger. You can use special task that's called «Decision Table». This task contains of two columns — «Decision» and «Output» where user should put conditions into the first column and use the second one for writing the results.

Duplicate Record

2016-07-08T15:19:19+03:00

Duplicate Record This Task could duplicate a record you specify. The easiest way is to duplicate the current record, which execute this workflow. To do this you should choose the current Module and insert “$id” into field ”duplicate following Record ID”.

Execute Expression with external Record

2016-07-08T15:24:57+03:00

Execute Expression with external Record If you want to get values from another record, you have to select with a individual condition, you should use this block. This block could be used to execute every Expression you could create in the context of this other record

Execute Workflow with external record

2017-06-14T18:12:49+03:00

Execute Workflow with external record Similar to the task «Execute Expression with external records». But this task will execute a workflow on every record, which match the configured condition.

Exists related Record

2017-06-14T18:13:50+03:00

Exists related Record The same function like conditions, but you can check the related entities only Also you could set the minimum number of hits, the task should find to return «true». * At first choose a related module from the current one you want to check

Read/Write Entitydata

2016-07-08T15:25:51+03:00

Read/Write Entitydata Read the Explanation of Entitydata here Read EntityData Choose the Key you want to write to a $env Variable, you coudl choose, too. Write EntityData Choose the Key you want to store the value you could create with the template textbox

Remove Record

2016-07-08T15:33:46+03:00

Remove Record This task remove the current Record! You couldn't interact with the entity after this action. Also you should create a redirect for the user, if you include this task in a «start on every save» or «start on every creation» Workflow.

Save PDFMaker Template

2016-07-08T15:32:49+03:00

Save PDFMaker Template This task requires the PDFMaker extension from ITS4you. You could save an Invoice PDF in the Documents module with this record. Document title The Title of the new Documents record Document description The description of this new Documents record (optional)

Set Value

2016-07-08T15:25:09+03:00

Set Value * could change values of records * You could generate the values you want to set with 3 opportunities: * static value (Default) The value will be generated by the default template textbox * function You could create a custom expression, which returns the new field value. This function needs to be valid custom expression code. You could also use custom expressions in the static values box, but need to use ; ?> there.

Set Values For External Records

2017-06-14T20:04:31+03:00

Set Values For External Records Please be very carefully with this task. We are not responsible for any modifications you do with it, if you set the wrong selection and change too much records. This task is able to modify every record within a module during one execution with the same value, if you don’t work carefully. You could loose your data.

Show notification on record

2016-07-08T15:24:15+03:00

Show notification on record To use this task you need to activate the sidebar in the module! This block allows you to give a feedback to the user after a workflow was executed. Message type select the type(color) of this message (Hint / Success / Error)