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This action allows you to send a newsletter directly from the process, linked to a static or dynamic campaign defined in the "Campaign" field. KEY FIELDS - Campaign -> defines the campaign associated with the newsletter to be sent. Depending on the scenario, y...

This action allows you to create a PDF document using a template defined in the "PDFmaker" section. MAIN FIELDS - Entity PDF document -> allows to select an entity on which to generate the PDF.N.B: it is not possible to select an entity (instance of a module...

As of version 25.02.2, it has been renamed "Reset dynamic form." This action relates to the use of the Process Helper and allows you to clear the values ​​entered into the dynamic form's fields during the filling-out process. It is primarily used to enable the...

This action allows you to cycle and then dynamically manage the rows of a table field or a product block. NOTE: If there is no product block or table field in the main entity involved in the process and its related modules, the action will not be visible in t...

This action refers to the use of process-side conditional fields. In fact, it is possible to set conditional fields on the selected entity (involved in the process) or based on the Dynamic Forms present in the process.In the case of conditional fields on the e...

LINK ENTITIES This action allows to relate between them 2 dynamic entities that present a relation N - N.The 2 entities do not present a field related to each other, but the relation to N. (Figure 1) Figure 1 LINK STATIC ENTITIES This action makes it pos...

This action allows to transfer/copy related entities from one entity to another in the process.In the case of relationship 1 - N records will be transferred, while in the case of relationship N - N records will be copied.This action is useful in entity convers...

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) making i...

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 (static ...

It represents the specific record to which the process helper will be attached and on which the dynamic form will be displayed (Figure 1). P.S.: As it is a relationship field, only the IDs of the relevant records can be entered into it. Figure 1 As of version ...

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”, therefore it...

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 app...

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 pref...