1.6 Process Helper Section: Introduction and Usage Guide
INTRODUCTION
The Process Helper, as the name suggests, is a tool designed to assist those configuring processes by allowing them to create “structures” for requesting and storing data, known as “Dynamic Forms.”
It consists of two main sections:
USAGE GUIDE
Specifically, there are several ways to use this tool. Below are the main ones:
1) Using Process Helpers (and their Dynamic Forms) to create custom forms for Internal/External/Business Portal users to request and save information
Examples:
USING PROCESS HELPER TO REQUEST DATA FROM INTERNAL USERS
USING PROCESS HELPER TO REQUEST DATA FROM EXTERNAL USERS
USING PROCESS HELPER TO REQUEST DATA FROM BUSINESS PORTAL USERS
2) Using Process Helpers to activate the “Process Graph” section, enabling you to:
Monitor the progress of a single process instance along with the actors involved
Perform direct maintenance on active process instances
Example:
USING PROCESS HELPER TO ACTIVATE THE PROCESS GRAPH
3) Using Process Helpers (and their Dynamic Forms) to create virtual spaces for storing data or performing operations that are needed only within the process (and therefore do not need to be saved in CRM modules)
Example: