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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