Most Powerful Open Source ERP

User Documentation

Create workflow from portal folder

Create a new portal type in ERP5 instance.

Portal Workflow Folder

Create a new portal type in ERP5 instance.

Create Follow Up Ticket-Set title, type

The screenshot shows the second step to create a Follow Up Ticket is to set the Ticket title, type and nature.

Create a new Event (2): Set Event title, type, direction and paste the email 2

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.

Create a new Event (2): Set Event title, type, direction and paste the email

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.

Create an Event: Set title, type and direction

The screenshot showing the second step to create an Event is to set the Event title, type and direction.

Create an Event: Set title, type and direction

The screenshot showing the second step to create an Event is to set the Event title, type and direction.

Create Follow Up Ticket-Set title, type

The screenshot shows the second step to create a Follow Up Ticket is to set the Ticket title, type and nature.

Create a new Event (2): Set Event title, type, direction and paste the email 2

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.

Create a new Event (2): Set Event title, type, direction and paste the email

The screenshot shows the second step to create a new Event from the person's document is to set Event title, type and direction.

Basic forum workflow

Create a new portal type in ERP5 instance.

Create the view well rendered

Create a new portal type in ERP5 instance.

Edit view renderer

Create a new portal type in ERP5 instance.

Add Discussion Post

Create a new portal type in ERP5 instance.

How To Create A New Portal Type

Create a new portal type in ERP5 instance.

Allowed Content Types

Create a new portal type in ERP5 instance.

Add base type

Create a new portal type in ERP5 instance.

Edit portal type

Create a new portal type in ERP5 instance.

Add action information

Create a new portal type in ERP5 instance.

Create Follow Up Ticket-Set title, type, nature

The screenshot shows the second step to create a Follow Up Ticket is to set the Ticket title, type and nature.