Sales Creatio, team edition
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Add a BPMN business process to a section

You can integrate your business processes with standard sections. As a result, the section users will be able to run integrated business processes in two modes (Fig. 1):

Fig. 1 Running a process integrated into a section

scr_section_wizard_run_process_from_the_record.png 

  • Regardless of section records (1). You can add any business process to the [Run process] menu of any standard section.

  • For a specific record (2), using the record’s data in the process flow.

Note

To be able to run a business process, a user must have access to the [Can run business processes] (CanRunBusinessProcesses) system operation.

To add a business process that runs by a specific record, you need to modify the process by adding a parameter that would receive the unique identifier of the section record by which the process is run. The instructions on how to do this are available in the “Run business processes for section records” article of the Business process management guide.

To integrate a business process in a section:

1.Open the needed section.

2.Click [View] > [Open section wizard].

3.Click [Business process].

4.Unser [Run business process from section], click btn_chapter_mobile_wizard_new_role00014.png (Fig. 2).

Fig. 2 Adding a business process to a section

chapter_section_wizard_add_process.png 

5.Select the necessary process in the [Which process to run] field (Fig. 3).

6.In the opened pop-up, select how the process should run:

a.To run the process regardless of section record, select [Regardless of record].

b.To run the process for separate section records, select the [For selected record].

7.If you chose [For selected record], select the parameter where Creatio should pass the unique Id of the selected section record in the [Process parameter where the record is passed] field.

Note

If the process already has a lookup parameter that uses the section object as a lookup, it will be selected automatically. If there are two or more parameters, you will need to select the correct one.

Fig. 3 Configuring the launch of a business process

scr_section_wizard_choose_process_parameter.png 

8.Save all changes in the Section Wizard and clear the cache to apply changes in Creatio.

As a result, the process will become available in the [Run process] menu of the section next time you log in.

See also

Record pages

Add a new section

Section Wizard FAQ

Did you find this information useful?

How can we improve it?