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As with any other standard/custom module, to configure the visibility of the Processes module you must access the dedicated "Sharing Access" section located in Settings -> User Permissions -> Sharing Access. (Figure 1) Figure 1 "Private" -> only the follow...

Within each individual process configured in the system, there is a button called "Save Version" in the top left. (Figure 1) Figure 1   This allows you to force a new process version to be saved, ensuring its historicization in a dedicated DB table.In sim...

This SDK function allows you to replicate the functionality of formula fields. Consequently, you can use all algebraic operators within the formulas: plus (+), minus (-), divided by (/), and multiplied by (*). EXAMPLE 1 To better understand how it works, an ex...

This SDK function allows you to enable or disable newsletter receipt for the email address associated with a Lead, Contact, or Company by controlling the "Receive Newsletter" checkbox field. The first parameter must be the `crmid` of the record for which you w...

This feature allows you to duplicate an action that has already been configured, either within the same Action Task or in another task within the same process. It is a highly useful and practical tool when you need to create an action similar to an existing on...

This feature allows for the creation of custom buttons that differ from the standard "Fill Out" button; they are designed to simplify and accelerate the handling of procedures requiring simple, direct user input—such as when confirmation is needed to proceed w...

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...

For each BPMN action configurable within the processes (Figure 1), one of the following execution modes can be selected: - Standard -> the action is executed the moment the process reaches the Action Task where it is configured; naturally, the process always w...

Starting with version 26.07, an action has been implemented that allows you to use records from a specific module without that module necessarily being part of the process itself. Furthermore, unlike the "Loop Related Records" action (see section 3.12 for deta...

Starting with version 26.07, a new category of processes known as "Tool" processes has been introduced. These were implemented to replicate the programming advantages offered by functions, thereby eliminating the redundancy often encountered when using Standar...