Process

The process is the starting point for a series of steps that need to be executed to complete a task.

A process's configuration consists of the following settings:

• Process: The name of the process. Used as input argument name in the Process action template. For further details, see Calling a Process.
• CRM Process: Assign the process to a CRM process. For further details, see Assigning CRM Processes.
• Header: An optional header for the process. Define an info area-independent special header. For further details, see Special Headers. Supported placeholders:
  • {INFOAREAIMAGE}
  • {RECORD}
  • {RECORDLINK}
  • {INFO}
  • {INFOS}

  Example: If you define {INFOAREAIMAGE} Follow-up activity ({RECORD}) as header text for the special header NewFollowUpAppointment, the header of the NewFollowUpAppointment process is displayed as follows:

  

• Description (optional): Add an internal description (only visible in CRM.Designer).
• Help Text (optional): Add a description of what the process is supposed to do. The Help Text is displayed as a tool-tip when positioning the mouse over the header text or clicking on the header.
• Initial Step: The process step to be called when the process is launched.

  If a process contains phases, the initial step from the active phase is used. If no active phase is found, the initial step from the process is used as a fallback.

• Process Phases (optional): The phases of which the process consists. For further details, see Phase.
• Data Providers (optional): Used to access values that are used during the execution of the process. For further details, see Data Providers. Available internal data providers: Input Message, Process Storage. You can add custom external data providers. For further details, see External Data Providers.
• Process Storage Variables (optional): Variables that are available for all phases, steps and metrics during the entire life cycle of the process. For further details, see Process Storage Variables.
• Process Metrics (optional): Use metrics to display the progress of a process. For further details, see Metrics.