Pre-configured page process element
Open a custom page as part of a business process using the Pre-configured page element (Fig. 1). You can design a new page or open an existing page.
A pre-configured page makes it easy for users to interact with the UI elements as part of a business process. For example, an agent has to invite customers to an event, update the email subscription, and verify the customer contact information as part of an outgoing call campaign. This requires creating and updating records in Contacts and Events Creatio sections. The sections have separate edit pages. Use the Pre-configured page element (Fig. 1) to create a single custom page (Fig. 2) for the required actions.
The Events section is available in Marketing Creatio product and Creatio CRM lineup.
We recommend using the Open edit page element to display standard pages. For example, a contact or an invoice page. We recommend using the Auto-generated page element if you need a simple custom page without elaborate components, such as tabs, details, widgets, and business rules.
Specify the pre-configured page parameters in the element setup area (Fig. 3). The Pre-configured page element setup area largely depends on the selected page.
-
Enter the element caption at the top of the element setup area. Creatio will display the caption on the process diagram.
-
Which page to open? – select an existing page or create a new page to open. If the page has its own parameters, they will be displayed along with other properties in the Page parameters block. Click the button to create a new page in the Page Designer. Click the button to modify the currently selected page.
-
Who performs the task? – select one of the options and fill out the field that opens:
-
“User” – specify the user who will see the page in the Contact field.
-
“Employee's manager” – specify the user whose manager will see the page in the Contact field.
-
“Role” – specify the role the users with which will see the page in the Role field.
You can specify a dynamic parameter value or select a constant in the parameter value box.
-
-
Show page automatically – select the checkbox to display the page automatically as soon as the process initiates the action.
-
Recommendations for filling in the page – enter the recommendations to display on the page. The recommendation text is a single line string, which does not support line breaks regardless of syntax. To display the text in the assignee's language, make sure the “Create business process tasks in the owner's language” (“UsePerformerCultureInUserTask” code) system setting is enabled and the Translation section includes the translation. Learn more: Localize UI via the Translation section.
noteIf the assignee is a group whose members use different Creatio languages, the recommendation will use the default culture.
-
User hints – enter additional information about the task. Click the button on the page to view the hint.
-
Connected object – specify the section to which the process action is connected. You can fill out this field using the parameter value box.
-
Record of connected object – specify the connected section record. You can fill out this field using the parameter value box.
If the user saves the pre-configured page as part of the process, Creatio will add the records of the connected object and connected object instance to the Connected objects block of the Process log section.
The Run process menu will be available on the connected record page.
-
Page parameters – the block displays the page parameter fields you add to the page. You can set the field values in several ways:
- Specify the default values.
- Receive the values specified by the user as part of the process. To do this, pass the needed parameter values from the corresponding elements to the page parameters.
- Use collection parameters that contain complex values, each representing several entries. For example, a list of contacts with the name, address, and phone number for each contact. To set up a collection parameter in the page, find the page view model in the Configuration section by title, add the “Serializable list of composite values” parameter with the needed sub-parameters to the model, and code the custom business logic.
-
Run following elements in the background – select the checkbox to run the elements connected to the outgoing flows in the background.
-
Create activity – select the checkbox to create a corresponding activity as part of this process step. If you select the checkbox, the following fields will appear:
-
Start in – specify the period after which the activity must start, in minutes, hours, days, weeks, or months. The countdown starts after the activity is created. Creatio uses this parameter to populate the Start field of the activity page.
noteThe value of the activity page's Start field is the sum of the current user time and the Start in field value. For example, if you specify “30 minutes” in the Start in field, and the task was created at 12:00 PM, the value of the task's Start field will be “12:30 PM.”
-
Planned duration – enter the activity duration, in minutes, hours, days, weeks, or months. Creatio uses this parameter to populate the Due field of the activity page.
noteThe value of the activity page's Due field is the sum of the Start and Planned duration field values.
-
Remind in – specify the period that ends before the activity starts. After this period, the notification for the owner or the role will be created automatically.
-
Show in calendar – select the checkbox to display the task in the Calendar view of the Activities section.
-
Connected to – connect the task to other Creatio entities. For example, an account. Creatio will display the task on the Activities detail of the connected record. By default, the element setup area displays account and contact connections. Click the button to connect the task to other Creatio entities.
-
Open the Page Designer
You can create custom pre-configured pages in the Page Designer (Fig. 4), which is similar to the one used in the Section Wizard.
To open the Page Designer:
- Click in the Which page to open? field to create a new pre-configured page. If you have already filled out the field, clear it first.
- Click in the Which page to open? field (Fig. 5) to edit an existing page. If the page was created in the Page Designer, the Designer will open.
Select the page template
You can select a template each time you create a new pre-configured page. The template determines the layout of UI elements, e. g., tabs, profile area, etc., on the page. The template cannot be changed after you click the Select button on the template selection box.
The pre-configured page templates are view model schemas, which can be customized using development tools.