Conditional logic – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Thu, 09 Jul 2026 14:48:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 VTExperts Advanced Custom Fields: Second Assigned To Field Filter in vTiger https://www.vtexperts.com/vtexperts-second-assigned-to-filter-vtiger/ https://www.vtexperts.com/vtexperts-second-assigned-to-filter-vtiger/#respond Thu, 09 Jul 2026 14:48:49 +0000 https://www.vtexperts.com/?p=22951 VTExperts Advanced Custom Fields allows vTiger users to create a Second Assigned To Field and filter records based on additional user assignments. In this article, we will explain how to configure the Second Assigned To Field Filter in vTiger List View and overcome the limitations of the standard vTiger search functionality.  HTML Description: With this feature, users gain access to a rich text description field, empowering them to format text, upload images, and incorporate bullet points for improved content presentation. Assigned To: This picklist field comes pre-populated with the user list, perfectly mirroring the standard ‘Assigned To’ functionality. Moreover, it facilitates workflow emails to groups assigned to specific tasks. Upload Field: Offering versatility, this field type allows users to seamlessly store any file or image, complete with thumbnail previews for image files. Limitation of Second “Assigned to” field filtering in vTiger CRM The “Assigned to” field created via advanced custom

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]]> https://www.vtexperts.com/vtexperts-second-assigned-to-filter-vtiger/feed/ 0 Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic https://www.vtexperts.com/automate-vtiger-docs-conditional-logic/ https://www.vtexperts.com/automate-vtiger-docs-conditional-logic/#respond Thu, 23 Apr 2026 12:48:51 +0000 https://www.vtexperts.com/?p=22919 We have all been there: you are about to send a contract or an agreement, but it is filled with “N/A” markers and empty sections that do not apply to the client. It looks messy, feels impersonal, and a bit unprofessional. In Vtiger CRM (Open Source), the “one-size-fits-all” template is a thing of the past. Thanks to VTExperts’ Document Designer, you can now use Conditional Logic to make your templates “smart.” Instead of maintaining a dozen different files, you use one Master Template that automatically hides or shows fields based on your CRM data. Imagine you are managing properties. Not every tenant has a pet, so why should every lease include pet addendum? With a simple conditional logic on picklist field “Is Property Pet Friendly?” in your CRM, the Document Designer takes over:  If Yes: The “Pet Policy” section—complete with pet types, deposit amounts, and specific rules—instantly appears in the

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