Adding a CRM Process
You can add an existing CRM process defined in the CRM Process Configuration info area in Aurea.CRM win to your package.
Note:
Only processes in the first two levels of the process tree can be selected.
To add a CRM process to a package:
- Click on Processes in the icon bar. The Processes page is displayed.
- Click on the Select CRM Process button in the header.
The processes defined in the CRM Process Configuration info area are displayed in a tree.
- Select the desired process in the tree and click on OK.Note: Only the CRM processes in Aurea.CRM win are displayed; processes defined in CRM.designer are not displayed.
- The selected process is now listed as a hyperlink.Note: Processes are displayed in a linear fashion in CRM.cockpit. Processes cannot be added hierarchically to reflect the structure in the CRM Process Configuration info area.
- Click on the hyperlink to switch to the process.
Note:
CRM processes cannot be renamed in CRM.cockpit.