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3.5 Invia Email
Questa azione permette di inviare email automatiche con la possibilità di allegare documenti e co...
8.2 Activating an Advanced Process - Managing Installation Renewals
Now let's proceed with the vision of the process in action. We then create a new installation by...
8.1 Configuring an Advanced Process - Managing Installation Renewals
FLOW DESCRIPTION When creating a new installation, the process will be triggered and will wait u...
6.1 Example of using Process Helper to request internal user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...
2.12 Managing Visibility Permissions in Processes
As with any other standard/custom module, to configure the visibility of the Processes module you...
2.12 Gestione Permessi di Visibilità nei Processi
Come per qualsiasi altro modulo standard/custom, per configurare la visibilità del modulo Process...
6.1 Esempio di utilizzo Process Helper per richiesta dati utenti interni
Come anticipato nel capitolo introduttivo, uno degli utilizzi più comuni del process helper rigua...
8.1 Configurazione di un Processo Avanzato - Gestione Rinnovi Installazioni
DESCRIZIONE DEL FLUSSO Alla creazione di una nuova installazione il processo si scatenerà ed att...
16.3 Utenti
Da Impostazioni > Utenti è possibile creare e gestire gli utenti, visualizzati in lista nella sch...
6.1.3 Step 3: Newsletter
Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...
6.1.3 Passo 3: Newsletter
Ritornate alla scheda della campagna e, tramite il menù relazioni, scegliete il modulo Newsletter...
7.2 Activation of a Basic Process - Approval of Quotation
Now let's proceed with the vision of the process in action. We then create a new quote by enteri...
6.5 Example of Process Helper usage for internal process use
As anticipated in the introductory chapter, one of the uses of the process helper concerns the cr...
6.2 Example of using Process Helper to request external user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...
4.1 ASSIGNED TO
It represents the assignee of the process helper, so in our case the user who will be shown and a...
5.4 Import Block from Module
In the event that the necessary blocks and fields already exist within a module (standard or cust...
5.3 Import Block from Dynamic Form
If the necessary blocks and fields already exist within another dynamic form, using the “Import f...
5.2 Managing Properties of Individual Fields
To manage the properties of individual fields in the dynamic form, you will need to click on the ...
5.1 Block and field management
It allows the creation of real customized forms aimed at receiving and historicizing the data ent...
4.8 SHOW DOCUMENTS OF THE RELATED ENTITY FLAG
Allows you to view all the records in the "Documents" module related to the entity (instance of a...