Configuring process start from a CRM object page

In ELMA, you can start a business process from a CRM object page.

You can create a process in ELMA Designer, Processes tab. Creating a process, which can be started from a CRM object page, is similar to creating a regular business process.

Since you model this process for a particular CRM object and it can be started from the object page, you have to connect it with the CRM object. To do so:

in the process context, create an input variable, and use the CRM object as its data type (fig. 1);

Fig. 1. Process context. Contractor type input variable
add the created process on the Processes tab of the required object page in ELMA Designer (fig. 2). To learn more, see the respective Help section.

Fig. 2. CRM object page. Processes tab

The parent object processes are listed in the Processes tab of a child object page in black font (fig. 3). Parent object processes can be deleted only from the parent object page. It will be deleted from the child object as well. The processes added using the Add button have blue font.

Fig. 3. CRM object page. Processes tab

To be able to start the created process from CRM object page, publish the process and the object.

After that, the object page will display the Start Process button (fig. 4). When you click this button, a process instance starts. This feature is available only to the users with permissions to the "Processes" module and permissions to this process.

Fig. 4. CRM section. Contractors subsection. Selected – Start Process button

Fig. 5. Contractor page. Start Process button

To learn more about starting a process from a CRM object page, see the respective Help page.