[Open edit page] process element
During the process execution, the [Open edit page] process element will display edit page of the selected section. The element can open a page for adding a new record, or open the page of an existing record for editing.
[Open edit page] process element setup
Specify the edit page parameters on the element setup page (Fig. 16).
Fig. 16 The [Open edit page] element setup page
You can fill in these fields using the parameter value window.
[Formula] – Enter the element caption. The caption is displayed on the process diagram.
[Which page to open?] – select the edit page that the element will display to the process user. This is a required field.
[Edit mode] – there are two modes available:
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[Add new record] – select this option if you need to open edit page of a new record. In this mode, the [Which default values to set in the fields of new records?] field becomes available. Click the [+] button and select fields that must be filled in (Fig. 17).
Fig. 17 Selecting fields of the new record to fill in with predefined values
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[Edit existing record] – select this option if you need to open the page of an existing record. In this mode, the [Record ID] field becomes available.
[Owner] – specify the user for whom the page will be displayed. This is a required field.
[Recommendations for filling out the page] – enter the text that will be displayed on the opened edit page to let the user know that the page was opened as part of a business process and which fields the user should fill in to complete this process element. This is a required field.
[User hints] – enter additional information that the user will be able to view by clicking the 
button on the opened edit page. The hint button is displayed on the displayed page.
[Create a list of results by column] – select this checkbox if the process must diverge, depending on the value in a certain column of the created or edited record. After you select the checkbox, additional field will appear, where you need to specify the column that will contain the result of the process element. 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.
[When is the element considered complete?] – select the conditions for completing the element. The [Open edit page] element will be considered completed immediately after opening the page, or if the new or existing record meets specific filter conditions after saving.
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“Immediately after saving the record“ – the element will be considered completed once the user saves the record page.
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“If the record matches conditions“ – the element will be considered completed only if after saving, the record matches specific filter conditions. in the selected object or one of its subordinate objects. You can specify the filter value in two ways:
a.[Compare with parameter] – Specify the filter value using the parameter value window. Select a process or element parameter.
b.[Compare with value] – Specify a static value for the filter value.
Note
If several [Open edit page] elements for the same object are executed in the parallel flows of a process, and if they are set to complete “Immediately after saving the record” or if no conditions for their completion are set, then, when one of these elements completes, all other elements with the same completion condition will be considered completed as well.
To avoid this scenario, add additional conditions for completing the [Open edit page] elements.
Note
In the advanced mode, the element setup page contains additional parameters and connections with 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
•[Auto-generated page] process item
•[Pre-configured page] process element
See also
