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Work-Relay Documentation
Core Design and Execution
Processes
wizard
Articles tagged:
wizard
article
Creating, Activating and Basic Editing of Process
Updated on: Dec 16, 2024
Core Design and Execution
Processes
Working With Processes
Creating, Activating and Basic Editing of Process
new process
process settings
activate
process
wizard
edit
article
Process Templates (only for versions before 7.5)
Updated on: Nov 28, 2024
Core Design and Execution
Processes
Working With Processes
Process Templates (only for versions before 7.5)
process
template
wizard
Tags
action
4
Actions
4
activate
1
active
1
additional fields
1
after
1
after step
1
API Name
1
approve
3
assignee
5
attachments
2
audit trail
1
automatic step
1
bar chart
4
basic
2
basic settings
2
before
1
before step
1
branch
1
branches
1
bubble chart
1
builder
15
business hours
1
call apex
1
change
1
Changes
1
chart
10
chatter notifications
1
checklist
2
communication
1
completion
1
component
1
conditions
4
connected
1
connection
1
connection point
1
connectors
3
content
1
Context menu
1
custom buttons
1
Custom Data Fields
1
custom field
1
Dashboard
2
data source
1
date
1
decision
1
deep search
1
description
1
Details
3
donut chart
2
due date expiration handler
1
duplicates
1
duration
4
edit
3
elements
1
escalation
1
execution
1
FAQ
1
feed
1
files
1
Forecasted
1
form
1
formula
1
gantt
1
general
1
group
1
highlighted fields
1
history
1
instance
4
instance manager
2
instances
3
Issue
2
junction lookup
1
junction relationship
1
kanban card settings
1
late
3
layout
2
Library
3
lightning component
2
lightning page
1
list
3
list mode
2
load
1
lookup
1
manage
2
manager
2
mechanics
1
menu
1
metrics
4
milestone
1
milestone properties
1
new process
1
non-primary
1
notes
1
notifications
1
object notifications
1
options
1
order
1
permissions
1
planned
1
planned record
2
predecessor
1
predict completion date
1
primary
1
proceed
2
process
37
process admins
2
process builder
2
process details
11
process details page
1
process list
1
process settings
2
process statistics
1
process tab
1
process versions
1
processing frequency
1
profile
1
progress
2
progress bar
2
progress component
3
progress component settings
2
properties
1
query
4
re-assign
1
record
3
record update
1
reference material
1
reject
3
relationship
1
reminders
1
responsibility
1
restart
1
risk
2
role
1
rules
5
schedule
1
screen
1
search
1
sequence
1
settings
4
sidebar
1
single record
1
slack notifications
1
smart step settings
1
SOP
1
standard operational procedure
1
start
3
start date config
1
started
1
starting processes
1
statistics
2
step
34
step duration
1
step layout
1
step properties
4
step settings
3
step type
3
steps
2
steps tree
1
sub-process
2
subflow
1
Subporcess
1
swimlane
1
system
1
system step
1
tab
2
tabs
2
Task
3
template
1
time
1
Time logging
1
totals
11
transaction
1
troubleshooting
1
type
1
user
1
user interface
2
variable
1
version
1
visualforce
1
wizard
2