Aurea CRM.Web Administration Guide

Home
Overview
Configuring CRM
Using CRM
Other Programs and Functions

Home
Using CRM
Processes
Action Templates within Processes

Action Templates within Processes

Learn about the Action Templates within Processes

The following chapters describe the usage of action templates within processes.

Process
Learn about Process action template within processes.
Search
Learn about search action template within processes.
Expand
Learn to use Expand Action template within processes.
ProcessAsk
Learn to use ProcessAsk Action template within processes.
ExecuteSubStep
Learn to use ExecuteSubStep Action template within processes.
ExecuteSelectRecordSubStep
Learn to use ExecuteSelectRecordSubStep Action template within processes.
$nop
Learn to use $nop Action template within processes.

Using CRM
- Action Templates
- Filter | Query | Analysis
- Processes
  - Process Elements
  - Designing a Process
  - Calling a Process
  - Cancelling a Process
  - Action Templates within Processes
  - Process Ask Configuration
  - Standard Process Steps
  - Examples
- Forms
- Enterprise Features
- Packages
- Administration

©2022 Aurea, Inc. | Aurea is an ESW Capital Group Company