The [Call] element is used to create a new activity of the “Call” type when running a process in the system.
[Call] process element setup
Specify call parameters on the element setup page (Fig. 23).
Fig. 23 The [Call] element setup page
Most item parameters, like [Subject] or [Owner], correspond to the fields in the activity page and determine values in these fields when a new record is created by the process. If a parameter field is filled in, then when the process generates a new call, the corresponding field on the call page is automatically filled in. If the parameter is not filled in, then the corresponding field on the page is blank and can be filled in manually.
You can fill in these fields using the parameter value window.
[Formula] – Enter the element caption. The caption is displayed on the process diagram. By default, the “Call” caption is used.
[What is the subject of the call?] – enter the subject of the activity. purpose of the call is indicated in this field. This is a required field.
[Start in] – specify the time period after which the activity should start. The time can be specified in minutes, hours, days, weeks and months. This parameter is used to calculate the value in the [Start] field of the activity. This is a required field.
Note
The [Start] field of the activity is filled in with the [Start in] field value plus current user time. For example, if “30 minutes” is specified in the [Start in] field, and the task was created at 12:00, then “12:30” will be specified in the [Start] field of the created task.
[Planned duration] – enter the activity duration using minutes, hours, days, weeks or months. This parameter is used to fill in the [Due] field of the activity page. This is a required field.
Note
The [End] field of the activity setup page is filled in with the value from the [Start] field incremented by the value in the [Planned duration] field.
[Show in calendar] – select the checkbox to make the activity appear in the [Calendar] tab of the [Activities] section.
Note
If you do not select the [Show in calendar] checkbox, the activity will still be available in the [List] view of the [Activities] section.
[Show page automatically] – If the checkbox is selected, the activity execution page is displayed automatically as soon as the process initiates the activity.
[Owner] – Specify the user responsible for performing the task.
[User hints] – Enter additional information for users by clicking the 
button on the opened edit page. The hint button is displayed on the displayed page.
[Remind in] – Indicate the time period for a reminder before the activity starts. When the specified time comes, the system will automatically create a notification for the corresponding employee.
[Connected to] – Specify other system records that are connected to this call activity. You can fill in these fields using the parameter value window. As a result, the call will be added to the [Activities] detail of the corresponding 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.
Next
•Process elements. System actions
•Process elements. Start and end events
•Process elements. Intermediate events
•Process elements. Sub-processes
•Process elements. Flows and connecting objects
See also
