How to implement new task in Vtiger CRM workflow?

Question

I am using vtiger 6 and i would like implement a custom task for my workflow.

let me give more clues.

when you create new workflow in vtiger crm there are 3 step ahead.

1.first, you choose your module and a name for workflow

2.second, you define a condition

3.third (the important one in this issue), you create tasks for your workflow.for example when defined condition is fulfilled then send an sms to a user.

there are some available tasks such as send mail , send sms , create todo and etc.

i would like to implement one of these tasks. because of the poor documentation of vtiger crm i could not understand whats going on behind the scene and i would really appreciate any help.

Milan Malani Milan Malani · Accepted Answer · 2017-05-19T14:17:23

Vtiger Provides Option to Invoke Custom Function which you have to define as per your requirement.

You can follow this steps to create a Custom Workflow function.

STEP1: create one new file (RegisterWorkflow.php) to register workflow in your vtiger root directory.

require_once 'include/utils/utils.php';
require 'modules/com_vtiger_workflow/VTEntityMethodManager.inc';
$emm = new VTEntityMethodManager($adb);
//$emm->addEntityMethod("Module Name","Label", "Path to file" , "Method Name" );
$emm->addEntityMethod("Leads", "Update Lead", "modules/Leads/UpdateLead.php", "update_lead_data");

STEP2: run that file like.

http://YOUR_VTIGER_URL/registerworkflow.php

Note: you must run this file at once. If u run that file more than one time it will create Duplicate entry.

STEP 3: Go to modules/Leads/UpdateLead.php and Create one Function

function update_lead_data($entity){
    // Your Code here
}

Note : You can include Files which requires to execute you task

STEP 4: Create Workflow > Select Module for which you defined Custom Function > In step 3 Select Invoke Customer Function > Select Function Name which you Defined > Save

How to implement new task in Vtiger CRM workflow?

3 Answers