Processes

Any number of processes can be added to your package. Items are added to processes.

Processes can contain the following configuration items:

  • Formats
  • Info areas
  • Catalogs (fixed and variable)
  • Files (e.g. JavaScript or XSLT files)
  • Directories
  • Designer units
  • Designer configurations
  • Records

When exporting the package, you can determine which processes are included in the .zip file. Consequently, group your configuration items according to related processes, so that you can select the appropriate processes to export to your target system (e.g. for an update).

You can either add a new process to the package (see Adding a new Process ) or add an existing CRM process defined in the CRM Process Configuration table in Aurea.CRM win (see Adding a CRM Process ).