Process Settings

Basic Information

• Name - Give the process a name.
• Description - Give it a short description.
• Enabled (Default=true)

  Clear this box to turn off a process without deleting it.

• Process Control Role(s)

  Select one or more Roles who are authorized to start (or stop) this process.

  If no Roles are selected, then anyone with access to the record can start the process and stop it.

• Process Model

  Click the diagram to open the Process Model editor.

  Version comments you provide when saving changes are displayed in the process history, below the Settings.

Process Target

• Target Duration - Specify the numbers of days or hours in which the process will normally be completed. (This field exists for reporting only, to track the number of processes that were within goal or exceeded the target.)
• Target Date will be Calculated from -

• Process Start - The target date is calculated from the date and time that the process is initiated.
• {objectName} Creation - The target date is based on the date the record in this Object was created, regardless of when the process starts.

• Calculate using Business Hours - Clicking this button lets you choose the Business Hours Calendar to use for the target date calculations. Leave it unchecked for a 24/7, 365 response policy.

Revision History

This section shows the history of Process Model revisions, with the most recent at the top. The Revision comment is shown for each version, along with the last person to modify the process model, and when.

Actions:

View

See the process model diagram for an older version, click the version number.

Revert

Revert to this version of the process model (a confirmation dialog appears).

After reverting, a new version appears at the top of the history, with the comment "Reverted to version {version#}".

Note: Up to 5 manually-created versions are kept. Entries created when reverting to an earlier version do not count towards that number.