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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:
Fig. 1. Business process context. Input variable of the Deal 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:
 
 
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:
 
Fig. 6. Standard Start Process window
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.
 
See also:
·     Deals;
·     Deal page;
 

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