How to set up the start of the business process for any section record
The start of the business process can be set up for any section record or detail.
Note
Setting up business process for detail records is covered in the separate article. Read more >>>
As a result, the [Run process] button will appear on the record page. Clicking the button will open a menu with available business processes (Fig. 1).
Fig. 1 Running a process for the record of the [Contacts] section
Example
Set up the start of the employee dismissal process for the [Contacts] section records.
To set up:
1.Check if the necessary process is available in the process library. If the necessary process is not available in the library, create it via the Process Designer.
Note
Working with the Process Designer is described in the BPMS documents. Read more >>>
2.To connect with the records for which it will be executed, a business process requires unique Id of that record. Using the Process Designer, set up a process parameter, where bpm’online will be passing the record Id.
a.Open the business process in the [Process library] section (in this case – “Dismiss employee”). The Process Designer will open in a new tab of your browser.
b.Select the [Parameters] tab in the process properties area and add a parameter for passing the record Id to this process (in our case it will be a contact). To do this, click the [Add parameter] button and select “Lookup”. Fill in all fields as given on the sampleFig. 2.
Fig. 2 Adding a process parameter
c.Save changes on the [Parameters] tab and save the business process.
3.Connect the process with a section record for which it will be launched. Configuration is performed in the Section Wizard. To do this:
a.Click the [View] button in the [Contacts] section and select the [Open Section Wizard] command. Section properties page will be opened.
b.Open the [Business process] tab. Click the 
button on the [Run business process from section] detail. The window of the business process launch settings will be opened.
c.Select the necessary process in the [Which process to run] field.
d.To start the process for separate section records, select the “For selected record” radio button.
Note
If you select the “Regardless of record” radio button, the process will not be connected to a specific record. This type of launch can be used for example for the process of the new employees registration.
e.Specify the parameter name that you configured in previous step in the [Process parameter where the record is passed] field. (a “Contact”, in our case) (Fig. 3). Save the changes.
Note
If the process already has a parameter that matches the launch settings of the configured process, it will be selected automatically. If there are two or more parameters, then select the corresponding parameter from the list.
Fig. 3 Configuring the launch of a business process
f.Save all changes in the [Contacts] Section Wizard.
As a result, you will be able to launch the employee dismissal process for any record of the [Contacts] section (Fig. 1).
See also
