Using the [Edit page] process item (Fig. 150), you can open an edit page of a new or an existing record. For example, you can open a page of the contact for whom the process is run.
Parameters
Process item parameters are specified in the [Main parameters] tab of the card (Fig. 151) that opens when an item is added to a process. You can also open this card by double-clicking the corresponding process item.
Fig. 151 [Edit page] item parameter card [Main parameters] tab
[Caption] – Enter the caption of the process item that will be displayed in the diagram.
[Recommendation] – Enter the text that will be displayed on the page when running the process item. This is a required field. This is a required field.
[Page] – Select the page that must be opened. This is a required field.
[Object] – The field shows the section object whose edit page will open. This field is filled in automatically when the [Page] field is filled in.
[Create new record] – Select this option if you need to open a page of a new record. When you select this option, the [Default values] button becomes active. Click the button to open a list of field values (Fig. 152) and specify which values are to be used for the created record.
Fig. 152 List of the default values
The [Default values] list has two columns: the field name and the default value of this field, which will be used on the page. To specify the field value, select the field in the list and click the [Edit] button. If the needed field is not in the list, add it using the [Add] button.
[Edit existing record] – Select the option if you need to open a certain record for editing.
[Record id] – Identify the record whose page will be opened. For example, you can open the page of the selected record with the help of the [Read data] user task. The field becomes editable when the [Edit existing record] option is selected. You can fill in this field using the parameter value window.
Select the [Create a list of results by column] checkbox if the process must diverge, depending on the value in a certain column of the created record. For example, after the opportunity page is filled out, the process may schedule a meeting for conducting the presentation or create a new contract, depending on which stage selected in the opportunity page. In this case, the list of results must be created by the [Stage] column. The field becomes editable if [After clicking OK] option is selected.
Use the [Column] field to specify the column that will define the list of results for the item completion. The field becomes editable if the [Create a list of results by column] checkbox is selected.
Note
The [Edit page] item card also contains the standard [Activity parameters] tab that is described in the [Activity parameters] tab in activity cards chapter.
See also
