Hi everyone,

In order to deactivate core (out-of-the-box) processes, you need to unblock the ‘OpportunityManagement’ package in configuration, so all schemes that are included in it become editable. In one of your editable packages (Custom or Dev or whatever it is), you need to go to the ‘Scripts’ tab, click add, and add the following script:

update SysPackage

set Maintainer = 'Customer', InstallType = 0, IsLocked = 1, IsChanged = 1

where Name = 'OpportunityManagement'

After that, click ‘Validation’ and ‘Save’. Then, run the script.

Once you’re done, you will need to log out and log in again, clear your browser’s cache, open the necessary schema and go to the ‘Advanced properties’, then uncheck the ‘Active’ property. Now, you need to save and publish the process. If the system informs you that the changes can’t be published, this will mean that Redis server has to be flushed as well.

Hi guys,

I have created a business process on my own, but it seems that I cannot find it in the user interface.

Could someone tell me where the processes are stored? Thank you.

Hi Everyone,
I would like to share with you some useful tips on how to work with the “Process Wizard”.

When Process Wizard starts, it creates automatically a new process diagram. This new process diagram displays by default a pool, a lane, start and end events, and the first step of the process.

To design a process diagram:

1. Enter the title of the first step, for example, "Call the customer", in the [Task caption] column. This text will be displayed as the title of the task, which will be generated by the process.
   

  2. In the [Task type] column, select the type of the activity, for example, "Call"

 3. In the [Owner] column, select the person who is responsible for this process step.

4. Similarly, add the other steps to the process. For instance, add the [Task] activity for holding a meeting after the [Call] activity, and then add the [Email] activity for sending the offer. To add a new activity, use the [Add process step] button.

5. When all steps are added, select the next step for each one.
   
6. The process diagram is displayed at the bottom of the wizard. The diagram changes automatically in accordance with the changes in the process steps.
   
7. Save the process and go to its configuration.

We are glad to announce the release of BPMS user guide. Read the guide to get started with the business processes in bpm’online and find out how to apply them to create new functionality for your app.  You’ll also get familiar with the process monitoring, learn how to work with each item in the process designer and much more.

The document is available for download. Please, follow the link.

Hi Everyone,

Today I would like to describe you 4 different ways to run a process in bpm'online:

Running a process from the command line

To run a process, type the command "Run process" in the command line followed by the name of the process that you want to run.

Running a process from the side panel

To run a process, click this button  in the side panel and select from the list the process you want to run.

Running a process from the section or the record page

If a section has a configured list of processes which can be run in this section, then the [Run process] button will be displayed in the toolbar. To run the process, click this button and select from the list the process you want to run.

Running a process from the [Process library] section

To run a process, open the [Process library] section, select the process you want to run and click the [Run process] button.

Automatic process run

The processes can be run automatically when certain events occur. For example, when you add a new contact, change the account type or the activity state, etc. In this case, you don't need to run the process manually as it will be activated by the system. You can configure an automatic process run based on an event using Process designer.

Did you know about all of these options? You are welcome to ask questions in 'Comments'.

Hi everyone,

I have spent some time today to find the solution for my task and I am sure it will be useful for someone as well.

My task was to create a task within the business process with a subject that will contain name of the Account and Opportunity Name. I knew that this can be achieved by using 'Add data' element, but I was surprised by the great ability to do that using the actual 'Task' process item.

What I did was:

1. I've created a simple process that reacts on the Opportunity creation, reads Opportunity data and Account data that is connected to Opportunity:

2. I've added a 'Task' item into the process, then selected it and expanded its structure by clicking a 'plus' in the structure area:

3. I have found the 'Recomendation' parameter, looked down on the 'Properties' are and found the 'Value' field:

4. I have clicked on the 'fx' button in this field and added necessary Task Subject like this:

5. I have saved and published my process:

As a result, when running my process I get exactly what I needed:

It will be great to read about some case that you have faced with! 

Good day,

Our managers would like to be notified about requests with high priority via email when they are on the business trips, so that we can be notified with the basic parameters of the task.

Do you have any idea on the possible implementation?

Hello,

I have a task - I need the check box field in the Activity card to be checked in terms of the businnes process automatically.
Which value should be assigned to the column?

Forrester Research names business process management (BPM) as one of the top trends for customer service in 2014. BPM tools are being used to standardize service delivery, formalize staff actions, minimize training times and control costs.

Read recent BPMonline’s blog post to learn how a CRM solution with in-built BPM engine can be beneficial for your business.

I have designed a Business Process and would like to get it as an image. Is there a way to export it?