Example of starting a process from a deal page

In ELMA you can start a process from a deal page. The process is created in the ELMA Designer on the Processes tab. The sequence of actions when creating a process that can be started from a deal page is similar to the sequence of actions when creating a usual business process. Depending on the deal type, the order of configuration may differ. Let us take a look at 2 possible situations.

Example 1. Starting a process for any deal type

When modeling a process, it is necessary to link this process with the Deal object. To do this, follow these steps:

in the business process context, create an input variable and choose the Deal object as its type (fig. 1);

Fig. 1. Business process context. Input variable of the Deal page

in ELMA Designer, find the Deal object and add the created process on the Processes tab (fig. 2). To learn more about how to add processes on this tab, see the respective Help page.

Fig. 2. CRM object page. Processes tab

The start button of the created process will be displayed once you have published the process and the Deal object.

After that you will see the Start Process button on a deal page of any type (fig. 4)

Example 2. Starting a process for a specific deal type

In order to configure a process that must be started for a specific deal type, it is necessary to model the process and link it with the Deal object. To do this, follow these steps:

in the business process context, create an input variable and choose the Deal object as its type (fig. 1). Save and publish the process so that it is displayed in the Web Application. In the Publishing the process dialog window, check the Visible in the process list box;
in the Web Application in the Deal Type object (fig. 3), create the required deal type. In the Processes available for starting field, select the published process and click Save.

Fig. 3. Deal Type object. Add an item page

After that the Start Process button (fig. 4) will be displayed on the deal page (of the type configured above).

Fig. 4. Deal page. Start Process button

When you click this button, the Start Process dialog box will open (fig. 5), in which you will need to select a process and click Send.

Fig. 5. Start Process dialogue box

When you click Send, the Start Process window will open. It can have the following forms:

standard Start Process window (fig. 6). The process instance name field is required;

Fig. 6. Standard Start Process window

Start process window with context variables (fig. 7). The list of variables is set by the administrator in the start event settings when modeling the process in ELMA Designer.

Fig. 7. Start Process window with context variables

If necessary, fill in all the required fields and click Start. If the name of a process instance is generated from a template, the Process Instance Name field will be hidden, and it will not be available for entering data.

When you click Start, a new process instance will be created in the system, which means that the process has been started.