How to add a parameter to a process
You can add custom parameters to a process and later use those values in other elements, as well as in parent processes and sub-processes. For example, the contact of an opportunity created while running the parent process can be passed to the “Meeting contact” parameter of a meeting sub-process.
To add a parameter to a process:
1.Open the process in the Process Designer.
2.Double-click on the working area of the Process Designer. The process setup page will open.
3.Click the [Add parameter] button on the [Parameters] tab (Fig. 78).
Fig. 78 Adding parameters to a process
4.Select the parameter type. For example, select the “Lookup” data type (Fig. 79) for the parameter that will contain the name of the contact specified in an opportunity.
Fig. 79 Selecting parameter type
5.Specify the parameter properties (Fig. 80).
Fig. 80 Specifying properties of a process parameter
a.Enter the parameter name.
b.The parameter code will be generated automatically in the system. You can modify the code, if necessary.
c.The [Data type] field value is filled in automatically. You can modify the code, if necessary.
d.If the “Lookup” data type is selected, specify the lookup object, which contains parameter values. For example, if the parameter value is a contact, select the “Contact” lookup.
e.Specify the process parameter value. The parameter value is specified with the help of the parameter value window. The parameter value can be a constant or a value passed from a different parameter.
6.Save the parameter.
Next
•How to modify a process parameter
•How to work with parameter values
See also
