Processes
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Working With Processes
- Creating, Activating and Basic Editing of Process
- Process Templates (only for versions before 7.5)
- Starting and Planning Processes
- Process Versions
- Process Details Page Overview (since release 7.0)
- Process Details Page (Prior to Release 7.0)
- Proceeding and Changing Steps Through the Process
- Setting Durations for Planned Records
- Work-Relay Business Hours
- "Predict Completion Date" Button on Automatic Steps
- Deep Search Over the Processes
- Notes and Attachments
- Process Troubleshooting
- Making a Process Unique
- Processes Tab
- Interprocess communication
- Process Details - Instances Tab (for release 7.0)
- Process Details - Process Instance States Chart (for release 7.0)
- Process Details - Active Steps by Risk of Being Late Chart (for release 7.0)
- Process Details - Active Steps by Risk of Being Late Chart For Step (for release 7.0)
- Process Details - Assignee Task Load Chart (for release 7.0)
- Process Details - Process Step Metrics Chart (since release 7.0)
- Process Details - Step Completion Metrics Chart (for release 7.0)
- Process Details - Step Statistics (for release 7.0)
- Process Details - Step Instances Metrics Chart (for release 7.0)
- Process Details - Step Duration by Assignees Chart (for release 7.0)
- Process Details - Approvals / Rejections by Assignees Chart (for release 7.0)
- Forecasted Dates and Durations
- Totals (Process Statistics) as Lightning Component
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Building Process
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Process Settings
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Process Steps
- Step Types
- How to Manage Process Steps (Building the Process)
- Process Steps Settings Overview
- Process Step Settings: Properties
- Process Step Settings: Time
- Process Step Settings: User Interface
- Process Step Layouts
- Process Step Settings: Notifications/Progress Component Settings
- Process Step Settings: Rules
- Process Step Settings: Checklist Items/SOPs
- Process Step Settings: Connection Points
- Process Step Settings: Actions
- Process Step Settings: Connectors
- Working with Step Assignee
- Process Step Settings: Reminders
- Process Step Settings: Escalations
- Process Step Settings: Custom Data Fields
- Process Step Settings: Reference Material
- Process Step Settings: Managers
- Process Step Settings: Variables
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Connectors
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Process Actions
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Process Progress Component
- Progress Component Overview
- Progress Component: General
- Progress Component: Assignee
- Progress Component: Feed
- Progress Component: Layout
- Progress Component: Content
- Progress Component: Checklist
- Progress Component: Time
- Progress Component: Tasks/Issues
- Progress Component: Data
- Progress Component: History
- Tasks and Process Actions permissions