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3 BPMN Actions

3.1 Create entity

This action allows you to create entity records present within the system (basic or custom module...

3.2 Update entity

This action allows updating an entity (instance of a module) directly involved in the process or ...

3.3 Delete entity

This action allows you to delete an entity (module instance) involved within the process. PLEA...

3.4 Send Notification

This action allows internal notifications to be sent to system users viewable in the “Notificatio...

3.5 Send Email

This action allows you to send automatic emails with the possibility of attaching documents and l...

3.6 Send Newsletter

This action allows you to send a newsletter directly from process related to a static or dynamic ...

3.7 Create PDF

This action allows you to create a PDF document using a template defined in the "PDFmaker" sectio...

3.8 Reset Dynamic form

This action refers to the use of the Process Helper and allows you to clean the content of the fi...

3.9 Cycle Rows

This action allows you to cycle and then dynamically manage the rows of a table field or a produc...

3.10 Reset Conditional Fields

This action refers to the use of process-side conditional fields. In fact, it is possible to set ...

3.11 Link Entities and Link Static Entities

LINK ENTITIES This action allows to relate between them 2 dynamic entities that present a relati...

3.12 Transfer Relations

This action allows to transfer/copy related entities from one entity to another in the process.In...

3.13 Insert Table Row and Insert Product Row

INSERT TABLE ROW This action allows you to insert rows in a table field (Figure 1 and 2) NOTE: ...

3.14 Copy the Products Block

This action allows you to copy the product block between entities involved in the process. (Figur...

3.15 Call External Web Service

Allows you to call an external REST-type Web Service previously configured in Settings -> Busines...

3.16 Cycle Related Records

This action allows you to use records (instances of a module) that have a 1- N or N - N relations...