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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 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 fea...
5.2 Block and field management
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 module...
5.3 Managing Properties of Individual Fields
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 “...
5.4 Import Block from Dynamic Form
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...
5.5 Import Block from Module
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...
5.6 Advanced Section
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 FORM) ...
6.1 Example of using Process Helper for internal user data requests – standard version
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 make...
6.3 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 concerns the creation of customized masks that can be presented to external users in order to request and save information. The blocks and fields that make up these m...
6.4 Example of using Process Helper to request Business Portal user data
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 Business Portal users in order to request and save information. For details on the conditions and r...
6.5 Example of using Process Helper to activate Process Graph
Configuring a process helper within a process allows you to activate the section called “Process Graph” available in the “PROCESS GRAPH” tab of the details of each individual record (Figure 1) Figure 1 From this screen you can view the path taken from start to...
6.6 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 creation of virtual spaces in which to store data or carry out operations necessary exclusively within the process (and which therefore would be useless to historici...
7.1 Configuring a Basic Process - Quote Approval
FLOW DESCRIPTION When creating a quote with Quote Stage = “Created”, the process will be triggered and will present the members of the “Management” group with a process helper in popup mode, requesting their completion. In case of confirmation, an internal n...
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 entering the requested information (Figure 1) Figure 1 After saving, the process will start by presenting a preview mask to each member of the “Direction” group (Fig...
8.1 Configuring an Advanced Process - Managing Installation Renewals
FLOW DESCRIPTION When creating a new installation, the process will be triggered and will wait until the “Next renewal expiration date” is reached. Once the established time condition has been verified, the process will present a process helper in pop-up mod...
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 entering the required information (see Figure 1). Figure 1 After saving, the process will start by positioning itself on the timer to wait for the “Next ren...
9.1 Partial sum of related records involved in a cycle
To perform the partial sum of the records of a specific module having a 1-N or N-N relationship with the starting module, it is not possible to use the "Sum" item, since the system will always take into account ALL related records. Therefore, to obtain the de...
10.1 Insights into Using Table Fields in Processes
In order to be able to exploit its content within the processes, the system provides (in the "Select option" picklist) a dedicated section for each table field involved in the modules or dynamic forms associated with the process (Figure 1) Figure 1 By clic...
10.2 Partial sum of the rows of a table field involved in a loop
As anticipated in chapter 10.1, to perform the partial sum of the rows of a table field involved in a cycle, it is not possible to use the "Sum" item, since the system will always take into account ALL the rows present within the table field. In fact, the "Su...