Set Field Values extension for Vtiger CRM

Pre-fill fields values in the Vtiger CRM according to the fulfilled conditions

You can apply fields prefill to all Vtiger field types and to Custom field types as well

Set Field Values features

  • Pre-fill fields values based on conditions
  • Lots of options to set conditions
  • Possibility to set pre-filling for true and false conditions
  • Facilitate and streamline the work of creating records
  • Bulk prefill fields supported
  • Custom fields are supported too
  • Dynamic pre-filling
  • Clear process supported based on conditions
  • Supports all Standard & Custom modules
  • Vtiger 7.x/8.x compatibility
  • Included in our packages: Extended and All Access

Works only with our FREE extension Process Flow

Start using Set Field Values now!

Accessibility & navigation to the settings

After successful installation of Set Field Values & Process Flow you can start with the setup.

How to access the Set Field Values extension settings?:

  • Naviagate trough menu to the Process Flow module
    (Image A)
  • Select the module in which you want to pre-fill the fields
    (Image B)
  • Create the necessary conditions for the selected module
    (Image C)
  • Click on the condition and create action to Set New Field value
    (Image D)

Note: For more detailed guide how to create conditions please see our:
Process Flow manual

Create new set default value
select which field you want to fill and set a value for this field

How to pre-fill fields values

If you have created the conditions under which the fields will be pre-filled, you can start with the pre-fill settings.

How to set new field value? Follow next steps:

(In our example, we want field Subject be filled with “New Quote” every time quote status will be Created)

  1. In Process Flow, select the condition, then click on and select
  2. In the next window, select which field you want to fill and set a value for this field, confirm with button.
  3. Action to pre-fill field is created and will trigger if condition will be true, in our case every time Quote Stage status will be “Created”

There are some additional actions you can perform:

  • Vtiger Switch Wrapper – turn off or turn back on the action
  • – edit the value if needed
  •   – delete the action

 Note: You can create actions if the conditions are true or false. Actions can be created for both options simultaneously.

Clear field values process

Our extension also supports the process of deleting values under the conditions created, mostly if there is a “false” condition.

  • If you want the value to be deleted dynamically by changing the state/status, you need to create a condition for “If false”
  • When creating an action, we leave the “Default Value” field blank
  • Defined values ​​must be for the same fields to perform clear process

How to do it? See an example:

We want the Quotes Subject field to be filled with “New Quote” text, when Quote Stage is Created.
On the other hand, if the Quote Stage is not Created, we want to Remove “New Quote” from the Subject.

  1. Create action for “If true” where you will have Subject as “New Quote”
  2. Create action for “If false” where you will have Subject empty
  3. Make sure both actions are enabled via Vtiger Switch Wrapper

The result is shown on the image below:

Clear field values process vtiger

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

Try Set Field Values via our Extension Packages Trial (14 days)

(included in Extended and All Access packages)

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Dear Vtiger Community, we are currently not fully supporting Vtiger 8.2. We are actively working on compatibility.

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