CRM Processes in Aurea CRM.Web
Learn about CRM process and their assignment rules.
You can assign CRM processes as defined in the Rights module to individual user interface elements. For further details, see Assigning CRM Processes. When a user logs on with a role, he sees only those elements in Aurea CRM.Web that he is allowed to see based on the CRM process definition. Elements that have no CRM process assigned are always visible unless they are hidden based on a rights restriction.
CRM processes can be assigned to the following configuration units:
- menus (context and application menu as well as the assignment to a parent menu)
- menu actions
- buttons
- tabs/groups in a Details control
- tabs in sub-lists (Header configuration for SearchSublist and ExpandChildren)
- nodes in a Tree view
- items in forms (panels, tabs, rows, cards, buttons etc.)
- queries and analyses
- Web Configuration parameters
- processes
- items on
ProcessAsk
pages (except If...End If)
In UPDATE_DEFAULT CRM processes are assigned to menus, menu actions and buttons.
QuickSearch.Definition
Web Configuration parameter. For further
details, see QuickSearch.Definition.The SDK page ,CRMProcessesandRoles, provides an overview over the CRM processes by state, displaying their availability (Read Only/Disabled/Enabled) according to the active role(s) as well as the current info area rights settings. For further details, see SDK.