Process Flow for Vtiger 7

1.Introduction

Main features:

  • useful free Vtiger extension that allows you to manage your Vtiger processes
  • manage Processes on one place
  • option to create conditions
  • related Processes
  • ready to manage Processes of other Vtiger extensions publishers
  • works with Dynamic Fields and ListView Colors
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2.How to install Process Flow

Please provide following steps in order to install Process Flow

It is highly recommended to finish the installation without any interruption.
  1. Install the .zip (package) file of the Process Flow 4 You module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.
    Installation step 1 -Process Flow 4 You Vtiger 7

    Installation step 1 -Process Flow 4 You Vtiger 7

  2. Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.
    Installation step 2 - Process Flow 4 You Vtiger 7

    Installation step 2 – Process Flow 4 You Vtiger 7

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.
    Installation step 3 - Process Flow 4 You Vtiger 7

    Installation step 3 – Process Flow 4 You Vtiger 7

  4. Process Flow 4 You was imported
    Installation step 4 - Process Flow 4 You Vtiger 7

    Installation step 4 – Process Flow 4 You Vtiger 7

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3.How to update Process Flow

The upgrade of the Process Flow 4 You is initiated in the same way as Process Flow 4 You installation or click on and select Upgrade.

Upgrade – Process Flow 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Process Flow 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade - Process Flow 4 You Vtiger 7

Upgrade – Process Flow 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - Process Flow 4 You Vtiger 7

Upgrade – Process Flow 4 You Vtiger 7

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4.How to create Process Flow

4.1.Create Process Flow

In Process Flow view click on  button.

How to add Process Flow – Process Flow 4 You Vtiger 7

Fill the name of Process Flow and Module and Status. Description is optional. Then you can choose condition when Process flow is executed. To finish please click on button.

How to add Process Flow – Process Flow 4 You Vtiger 7

Now, your Process Flow has been created. How to add Action or Related Process Flow you can find in following sections.

How to add Process Flow – Process Flow 4 You Vtiger 7

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4.2.Action of Process Flow

Actions part executes actions if conditions are true or false.
Process Flow supports ListView Colors 4 You and Dynamic Fields 4 You actions.

Dynamic Fields documentation for Vtiger 7 will be available soon.

Actions part containts of:

  • List of Actions
  • button to select or add new action
  • button to unlink the action
  • / turn off or turn on

Actions part – Process Flow 4 You Vtiger 7

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5.Work area

Work area of Process Flow 4 You consists of:

  1. DefaultView – shows modules for which you can edit/add Process Flow. Simply click on desired module and you will be redirected to DetailView.
  2. DetailView – shows already created Process Flow in details. You can switch to EditView, add Actions and Add Related Process Flow.
  3. EditView – allows the preparation of the new Process or editing existing process.
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5.1.DefaultView

Go to Setting → Other Setting → Process Flow and Process Flow 4 You DefaultView will appear on your screen.

DefaultView – Process Flow 4 You Vtiger 7

The main part of the Process Flow 4 You DefaultView is showing list of modules you can choose to create Process Flow. When you click on desired module you will be redirected to DetailView.

  1.  – Upgrade and Uninstall options
  2.  – Add new Process Flow
  3. List of available modules
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5.2.DetailView

When you choose module on DefaultView you can create Primary Process Flow ( see picture below) and then create Related Process Flow.

Primary Process Flow creation/list view – Process Flow 4 You Vtiger 7

Related Process Flow The DetailView consists of:

  • Basic information of Process Flow – contains of Name, Description, Module and Status information
  • Conditions part – list of conditions
  • Actions part – actions provided if conditions are true or false
  • List of related Process Flow – list of related Process Flow which are executed if Primary Process Flow is true or false
  • Buttons part
    • – switch to EditView
    • – add related Process Flow
    • – create or select Action of Process Flow

DetailView – Process Flow 4 You Vtiger 7

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5.3.EditView

The EditView shown in the picture below allows the preparation of the new Process Flow or editing existing Process Flow. The EditView is divided into two parts:

  • Basic Process Flow Information
  • Conditions part

EditView – Process Flow 4 You Vtiger 7

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6.Additional features

6.1.Support of ListView Colors 4 You

The ListView Colors 4 You is extension tool designed for Vtiger CRM. The ListView Colors 4 You allows in few simple steps change of default ListView to colored ListView. You can define colors of rows in ListView depending on conditions separately for each module. This gives you better view, faster orientation and more information using same data in ListView as well as in related records.

Support of ListView Colors 4 You - Process Flow 4 You Vtiger 7

Support of ListView Colors 4 You – Process Flow 4 You Vtiger 7

For more info about ListView Colors 4 You and how it works, please visit this page: ListView Colors 4 You

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6.2.Support of Dynamic Fields 4 You

Dynamic Fields module works just with our Free module Process Flow. Dynamic Fields will work only if you added Process Flow to Dynamic Fields. Process Flow is based on conditions which can be true or false.

For more information, check our Dynamic Fields manual

Support of Dynamic Fields 4 You – Process Flow 4 You Vtiger 7

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7.Settings

Settings part you can find in DefaultView of Process Flow module.

Settings – Process Flow 4 You Vtiger 7

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7.1.How to update Process Flow

The upgrade of the Process Flow 4 You is initiated in the same way as Process Flow 4 You installation or click on and select Upgrade.

Upgrade – Process Flow 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Process Flow 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade - Process Flow 4 You Vtiger 7

Upgrade – Process Flow 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - Process Flow 4 You Vtiger 7

Upgrade – Process Flow 4 You Vtiger 7

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7.2.Uninstall

There is also available option to remove Process Flow from your Vtiger. To uninstall please provide following steps:

  • Go to the DefaultView of Process Flow and in Settings part choose option Uninstall

    Uninstall – Process Flow 4 You Vtiger 7

  • Click on button
    Uninstall - Process Flow 4 You Vtiger 7

    Uninstall – Process Flow 4 You Vtiger 7

  • Confirm uninstall with button
    Uninstall - Process Flow 4 You Vtiger 7

    Uninstall – Process Flow 4 You Vtiger 7

Now, Process Flow has been removed from your Vtiger and your license has been deactivated. To use Process Flow again, you need to provide installation  (see chapter 2. How to install Process Flow).

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8.Change log

8.1.Process Flow 4 You

  • November 2018 – Process Flow 700.2.0
  • July 2018 – Process Flow 700.1.0
    • compatibility with vtiger 7
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8.2.Manual of Process Flow 4 You

  • November 2018: manual based on Process Flow 700.2.0
  • July 2018: manual based on Process Flow 700.1.0
    • first initiate for Vtiger 7
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Process Flow for Vtiger 7 - IT-Solutions4You