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This action allows updating an entity (instance of a module) directly involved in the process or otherwise an entity related to them. Static or dynamic values (thus taken from the entities involved in the process itself) can be reported for each individual fi...

This action allows you to delete an entity (module instance) involved within the process. PLEASE NOTE: The record deleted by this action is not completely deleted from the Data Base but is placed in the “Trash” section. To prevent the user from encounter...

This action allows internal notifications to be sent to system users viewable in the “Notifications” section marked by an icon depicting a bell in the top right menu. Figure 1 MAIN FIELDS - Description -> represents the body of the notification; specifi...

Questa funzione SDK permette di eseguire un aggiornamento delle righe esistenti di un campo tabella presente su una form dinamica di un process helper.Come primo parametro va passato il metaid, ossia l'ID che identifica univocamente una specifica form dinamica...

This action allows you to send automatic emails with the possibility of attaching documents and linking the mail to an entity (standard or custom) in such a way that it remains historicized. In the body of the email, it is possible to report on the classic st...

This action allows you to send a newsletter directly from process related to a static or dynamic campaign defined within the "Campaign" field. MAIN FIELDS - Campaign -> represents the field through which the campaign related to the newsletter that will be se...

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...

This action refers to the use of the Process Helper and allows you to clean the content of the fields present in the dynamic form from the values that have been entered during the compilation of the same.It is mainly used to allow the re-compilation of the dyn...

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 (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