Business process setup guide (BPMS)
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to interact with user interface and pages

Using the business process elements, you can open a new or existing record for editing.

Example

Create a business process that the user can use to register a new opportunity, add a contract and then close the opportunity.

To add records in the system section, you can use the [Open edit page] element. To implement this logic, you need to open a new opportunity page for the user to let them enter all the necessary information. Then you will need to open a new order page and fill its fields with data from the opportunity. Finally, the page of created opportunity must open so that the user can change the opportunity stage.

Contents

How to open a new record page

How to create a new connected record

How to edit records

How to manage completion conditions for the [Open record page] element

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