Business process setup guide (BPMS)
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How to open a new record page

To create a new opportunity in the process workflow:

1.Create a new process and add the [Open edit page] element to it.

2.Populate the [Open edit page] element setup area (Fig. 1).

Fig. 1 The [Open edit page] element setup page

scr_process_creation_designer_edit_page_param.png 

a.Enter element caption.

b.In the [Which page to open?] field, select “Opportunity edit page“.

c.In the [Editing mode] field, select the “Add new record“ option.

d.To automatically populate the [Name] field on the opened new opportunity page, add it to the [Which default values to set in the fields of new records?] block.

e.Populate the [Recommendation for filling page] and [Hint for user] fields.

f.Populate the [Hint for user] field to further describe actions to be performed by a user.

g.In the [When is the element considered complete?] field, select “Immediately after saving the record“.

3.Save the process.

As a result, when the process item is initiated, a new opportunity edit page will open (Fig. 2).

Fig. 2 A new opportunity page displayed as part of a process workflow

scr_process_creation_designer_edit_page_new_sale.png 

Next

How to create a new connected record

How to edit records

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

See also

[Open edit page] process element

Getting started with Process Designer

Elements and flows

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