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1 - Basic Process activation - Installation renewals

 

PROCESS ACTIVATION

We can test now the process in action. There are no existing renewal and we set the Status field on “Out of Service”.

Now the assignee of the record will display a pop up with the chance to add one or more renewals.
In this case we add an annual renewal and we fill all the proposed fields.

When saving a new line will be added in the field “Renewals”, and among the relates entities we will display the Process module.