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INSERT TABLE ROW This action allows you to insert rows in a table field (Figure 1 and 2) NOTE: if there is no table field in the main entity involved in the process and its related module, the action will not be visible among the list of actions selectable v...

This action allows you to copy the product block between entities involved in the process. (Figure 1)N.B: both entities must have a product block.  Figure 1 All the fields present in standard will be copied automatically, instead custom fields will only ...

Allows you to call an external REST-type Web Service previously configured in Settings -> Business Process Manager -> REST Webservice. (Figure 1 and 2) Figure 1 Figure 2 - Name → Allows you to define a name for the WS we are configuring, useful for:1) makin...

This action allows you to use records (instances of a module) that have a 1- N or N - N relationship with the starting module. In order to use the data of the records cycled within the action, the system provides (in the "Select option" picklist) a dedicated ...

It represents the assignee of the process helper, so in our case the user who will be shown and asked to fill in the dynamic form (Figure 1) Figure 1 Based on the value set in the initial picklist, it is possible to insert different types of assignees (sta...

Represents the specific record to which the process helper will be hooked and on which the dynamic form will be displayed (Figure 1).P.S: Since it is a relation field, only the IDs of the involved records can be inserted inside it Figure 1

It represents the status of the process, the value “In progress” is automatically proposed (Figure 1). Figure 1 NOTE: from the moment a process helper is activated within a process, from that moment on the management of the state becomes “manual”, therefor...

It represents the Name of the process (which by default will always be the one defined in the “Name” field of the process).By inserting a value in this field it will be possible to temporarily modify the name of the process in order to insert a title more appr...

It represents a free text field that will be shown to the user assigned to the process helper.It will be possible to insert precise indications on the activities that must be carried out by the user (Figure 1 and 2). Figure 1 Figure 2

Allows you to generate a preview mask that can be viewed directly from the detail of the record connected to the process helper (Figure 1 and 2)To proceed with the compilation of the dynamic form, you will have to click on the “Compile” button. Figure 1 (clic...

Allows you to request 2-factor access to confirm and save the data entered in the dynamic form of the process helper (Figure 1, 2 and 3).In order to use it, the user assigned to the process helper must have 2-factor authentication activated in their user prefe...

Allows you to view all the records in the "Documents" module related to the entity (instance of a module) connected to the Process helper, then inserted in the "Linked to" field. (Figure 1) Figure 1 (click on the image for a higher graphic resolution) This...

It allows the creation of real customized forms aimed at receiving and historicizing the data entered (in this case) by CRM or external users (Figure 1). Figure 1 The configuration interface is identical to the Layout Editor section used for configuring mo...

To manage the properties of individual fields in the dynamic form, you will need to click on the “Edit” button to the right of the field name (Figure 1) Figure 1 Specifically, you can manage the following properties: - Default Permissions → by filling in the...

If the necessary blocks and fields already exist within another dynamic form, using the “Import from dynamic form...” button it will be possible to insert a copy of the block of a dynamic form present within the process into the dynamic form (including the fie...

In the event that the necessary blocks and fields already exist within a module (standard or custom), using the “Import from module...” button it will be possible to insert a copy of the block of a module involved in the process into the dynamic form (includin...

This section allows you to set advanced rules to manage the permissions for the fields of the dynamic forms involved in the process. To access them, click the "Advanced" button available within any Action Task (Figure 1). Figure 1 CONDITIONAL FIELDS (ON FOR...

As anticipated in the introductory chapter, one of the most common uses of the process helper concerns the creation of customized forms that can be presented to internal users of the CRM in order to request and save information. The blocks and fields that mak...