Search Results

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...

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 ...

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 ...

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 star...

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...

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...

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...