[Pre-configured page] process element
Use the [Pre-configured page] process element to open any existing page in the system as part of a business process. This element is primarily designed to open custom pages created in the [Configuration] section. If you need to open a standard record page, it is recommended to use the [Open edit page] element instead.
[Pre-configured page] element settings
You can specify the parameters on the element setup page (Fig. 20).
Fig. 20 [Pre-configured page] element setup page fragment
Enter the element caption at the top of the page. The caption is displayed on the process diagram.
[Which page to open?] – Select the schema of the pre-configured page that must be opened. The page schema itself must be set up in the [Configuration] section. If the selected schema has its own parameters, they will be displayed on the element setup page in the [Page parameters] area.
[Owner] – Specify the user, for whom the page will open. You can fill in this parameter using the parameter value window.
[Recommendations for filling out the page] – Enter the text that is displayed in the title of the opened edit page to let the user know that the page was opened as part of a business process and define which fields the user should fill in to complete this process element. This is a required field.
[User hints] – Enter additional information that will be displayed by clicking the 
button. The hint button is displayed on the displayed page.
[Connected object] – If the opened page is connected to a system object, such as [Account] or [Contact], specify it in this field.
[Record of connected object] – The record of the selected object to which the opened page will be connected. You can fill in this field using the parameter value window. If the connected object is specified, the field becomes available and required.
Note
When the pre-configured page is saved, the record specified in the [Record of connected object] parameter will be added to the [Connected to] block of the [Process log] section. Also, the [Move down the process] menu options will become available on the edit page of the connected record.
Note
In advanced mode, the element setup page contains additional parameters and connections to system records. The advanced mode is intended to be used by the developers. Regular users are advised to use the regular mode of the element setup page.
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See also
