document designer for vtiger

VTExperts Advanced Custom Fields: Second Assigned To Field Filter in vTiger

July 9, 2026
Article
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

Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic

April 23, 2026
Article
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

Remove multiple emails from send email box (Document Designer)

December 30, 2021
Article
Sometimes, a single record contains more then one email fields. When user try to send a document designers template via email to that contact, multiple email addresses shows up. In this article we will learn, how can a user Remove multiple emails from send email box while sending a Document Designer Template With a little bit tweaking with CSS, you can make only the primary email of the record to appear in the send email box For doing so, first you have to install a browser extension, by the name of stylus Stylus Stylus allows you to easily install themes and skins for many popular sites. Get Stylus for chrome Here Once Stylus is installed, configure the Stylus for send email dialog box using Stylus editor Configuring a new Stylus Following is the CSS changes that you have to configure in the stylus [data-module="PurchaseOrder"] {display:none;}     Make sure to provide

Group & Sort Related Records By Fields In VTExperts Document Designer For VTiger

February 7, 2019
document designer vtiger vtexperts group related records by fields outcome
Article
Document Designer PDF maker and Electronic Signature for VTiger has this feature to add a table from related modules. The purpose to add a related module table is to show related records to this specific record. There are options like which fields to show, filter the records, theme, and size it properly. Group Related Records By Fields We have added another option to group related records by given fields. If you go to a document in Document Designer > Data Objects > add a Related Module table, you will see the “Group by” field. This is a multi-select field, so you can add as many fields as required in order to group the related records by those fields. This is how the outcome will look like depending upon the selected fields: There’s another option in the same settings block, which is “Sort Field”. This is a picklist, so you can
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