Custom Activities of ELMA CRM+

When modeling a process, you can use custom activities. If you have the ELMA CRM+ application activated, you can find these activities in the Plug-Ins unit of a process page (fig. 1). These activities are pink on the process graphic model.

Fig. 1. Process page. Graphic Model tab. "Plug-Ins" unit. "Custom Activities – CRM Expert" group

The Custom Activities – CRM Expert group contains the following activities:

Change Deal Properties – use to change the deal status or stage;
Create Meetings – use to create a meeting in the process;
Create Call – use to create a call in the process;
Create Mail – use to create mail in the process;
Create Deal – use to create a deal in the process.

Despite these activities are in the custom activities group, they are system and you cannot edit or delete them. However, you can copy these activities on the Scripts tab of ELMA Designer and create new activities, based on the copied ones.

To view properties of an activity, double click on it in the process graphic model or select Settings in its context menu. The opened dialog box includes the Common and Input/Output Attributes tabs.

The Common tab is similar for all the custom activities. Fields on this tab are similar for all the activities. To learn more about this tab, see the respective Help section.

The left part of the Input/Output Attributes (fig. 2) displays input activity parameters, and the right part displays the output parameters. To learn more about this tab, see the respective Help section.

Fig. 2. "Input/Output Attributes" tab

The set of attributes on this tab depends on the activity.

Change Deal Stage activity

This activity includes the following input variables: Deal, Deal Status and Deal Stage (fig. 2).

Create Meeting activity

This activity has the following input variables: Participants, Informed, Contractor, Contact and so on. The Subject, Participants, Start Date, End Date variables are required. Meeting is the only output variable (fig. 3).

Fig. 3. Create Meeting settings. "Input/Output Attributes" tab

Create Call activity

This activity has the following input variables: Call Type, Participants, Informed, Contractor and so on. The Subject, Participants, Date variables are required. Call in the only output variable (fig. 4).

Fig. 4. Create Call settings. "Input/Output Attributes" tab

Create Mail activity

This activity has the following input variables: Participants, Informed, Contractor, Contact and so on. The Subject, Participants, Date Sent variables are required. Mail is the only output variable (fig. 5).

Fig. 5. Create Mail settings. "Input/Output Attributes" tab

Create Deal activity

This activity has the following input variables: Name, Deal Type, Priority, Contractor and so on. The Name, Deal Type, Contractor, Responsible variables are required. Deal is the only output variable (fig. 6).

Fig. 6. Create Deal settings. "Input/Output Attributes" tab

To learn more about properties of custom activities, see the respective Help section.

You can create and copy custom activities on the custom activity page in ELMA Designer, Scripts tab. To learn more about working with activities on this tab, see the respective Help section.