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This article includes the method of :
how to create a workflow within yetiforce CRM.
How to create a task within yetiforce CRM.

Step 1, Add custom field within the contacts module of custom information block.

The field detail is: field type – integer; label name – Age; filed name – age; Table – vtiger_contactdetails; length – 3.

Step 2. Go to Automation then click workflows then select new workflow.

At step 1, do the follows: select module: contacts. Specify when to execute this workflow: Every time a record is saved (eg. creating, modifying) . Then click next.

At step 2, add conditions. Daye of birth is not empty.

At step 3, add tasks to set field values to :


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