Assigning CRM Processes

All configuration units where CRM processes can be assigned offer the CRM process tree in CRM.Designer. All selected CRM processes are listed at the top under Select CRM Processes – if you click on such a CRM process, the corresponding position in the process tree is expanded.

The Core CRM Processes section contains all CRM processes that were transferred from the Aurea CRM database. If imported CRM processes are not (yet) known to the designer database, they are imported and displayed as designer CRM Processes. CRM Process Groups exist to make the assignment of multiple CRM processes easier: if you select more than one CRM process, a CRM process group is automatically created (with # at the beginning) containing these CRM processes. Thus it is possible to assign the same group of CRM processes to other units quickly and easily. It is also possible to manually create CRM Process Groups.

Use the search field to search for a CRM process. You can search by name or ID and use wildcards (*,?).

Note: You can use literal character values of ‘*‘ and ‘?’ using the escape sequences ‘\*’ and ‘\?’.

To assign a CRM process to a configuration unit, activate the corresponding check box in the CRM process tree.

If two CRM processes are assigned to a configuration unit and only one of them is locked, the configuration unit will be available, since a user can log on with two different roles.