User Tools

Site Tools


wmanager:core_setup_processes

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
wmanager:core_setup_processes [2018/02/22 13:09]
adharsh G
wmanager:core_setup_processes [2018/02/23 08:57] (current)
adharsh G
Line 1: Line 1:
 ====Setup Processes==== ====Setup Processes====
 +
 +Processes in WManager is the most important feature in CRM section. Process is of 2 types **Automatic and Manual**. The difference between these 2 types is the way the process is created for a particular customer. The process can be created from the process section by a admin.We can see how a process is being created below.
 +
 +Each Process will contain multiple activities that will be directly associated to a operative of your organization.
 +
 +====Adding a process====
 +Adding a process will contain 4 tabs they are:
 +  * General
 +  * Form
 +  * Status
 +  * Other Variable
 +
 +===General Tab===
 +This tab you can provide the basic details about the process like Title,Key,Description,BPM (that means weather it is automatic or manual),Weight and Blocking options. 
 +
 +{{:wmanager:setup_process1.png| General}}
 +
 +===Form Tab===
 +This tab you can select a form that you have added for this process and you have select which all role can create this process.
 +
 +{{:wmanager:setup_process2.png| Form Tab}}
 +===Status Tab===
 +This tab you can add the status for the process to find in which state the process is in during execution. On create you always get 3 default status **NEW,WIP and DONE**.
 +
 +{{:wmanager:process_save3.png| Status}}
 +===Other Variables===
 +With this tab you can any extra variables that are needed to be saved in **VARS** table. During the initial creation we usually get **RESULT,RESULT NOTE,STATUS** in vars. In-case if you more than that to be stored in vars then you can use this tab. 
 +{{:wmanager:setup_process4.png|}}
 +
 +{{:wmanager:process4.png|}}
 +
  
  
  
wmanager/core_setup_processes.1519304988.txt.gz ยท Last modified: 2018/02/22 13:09 by adharsh G