Business process templates

Business process templates are a collection of forms and workflow that allows you to automate your organization's business processes such as KYC, client onboarding, or account plan approvals.

A business process is a workflow that can consist of completing a predefined form (Process Management form) and a series of approval steps, or only the approval steps without a form. A NexJ CRM user can use a business process to record and update information about their contacts and companies.

You can create business process templates in the Business Processes tab on the Customize workspace in the classic NexJ CRM user interface that was released with 8.X.

You can create business process steps in your template that define the review process for a business process. Only business processes that meet your entry criteria will be exposed to end users. For more information about entry criteria for steps, step entry actions, step exit actions, and so on, see the "Modifying business process templates" documentation in the 8.9 application administration documentation.

For more information about adding business process templates for entities, KYC updates, opportunities, and service requests, see "Adding business process templates" in the 8.9 application administration documentation.

Configuring dynamic approvals for process management forms

As of NexJ CRM 9.5, you can define dynamic approvals based on process management form data. When users submit Process Management forms that have been configured for dynamic approvals, the forms are automatically directed to the required approvers.

To configure dynamic approvals for a process management form:

1. Navigate to the Customize workspace in the classic UI.

2. In the Business Processes tab, select the business process template for the form.

3. In the Steps tab, click the Edit button

   

   and create the required approval steps for the business process template.

4. In the Entry Criteria tab, click the Edit button to open the Edit Criteria dialog.

5. Click the Add button 

   

   to add a rule to the entry criteria. A new line is added in the Rule Criteria area. Click the Select button

   

   in the rule to open the Field Picker dialog.
   

   Entry criteria are conditions that you can add to a business process template, and which must be met before the business process can be started.
   

   Entry criteria are compared to one or more rules that determine whether a business process can start. Rules are conditional statements, which are evaluated by comparing a specified value to a field from the contact, KYC, company, opportunity, or service request record.

   When a user tries to run the business process, the entry criteria are evaluated. If the conditions in the entry criteria are met, the business process starts. If the conditions are not met, an error is displayed and the business process is not added to the contact, company, opportunity, or service request record.

6. In the Field Picker dialog, select CPM.

7. Select the page field, section field, and question field that you want to use for the rule.
8. Click OK.
9. (Optional) Select the rule conditions for the selected fields.
   • If you want to invert the condition that you specify in the Condition field, select the Not checkbox. For example, if Condition is set to equals, select the Not checkbox to specify that you want to evaluate this rule as though it is set to not equals.
   • In the Condition field, select a condition to specify how the value in the rule field will be compared to the value in the Value field.

   • In the Value field, enter or select the value to which the rule field will be compared.

     

     If you add another rule, a new field appears inline with the preceding rule. Select one of the following options to specify the relationship between the two rules.
     

     • AND
       Indicates that the current rule and its following rule must both evaluate to true for the entry criteria to pass.
     • OR
       Indicates that either the current rule or its following rule must evaluate to true for the entry criteria to pass.
10. When you have finished adding rules to the entry criteria, click OK.

For example, you can create an approval step for an on-boarding form where the company's chief operating officer (COO) approves all high net worth clients, while additional approval is required for high risk clients by the chief executive officer (CEO). 

For more information, see "Adding entry criteria for business process templates" and "Editing entry criteria for business process templates" in the 8.9 application administration documentation.

User roles for approving business processes

This information describes the available user roles for approving business processes.

Approval requestors submit requests for approval to Approval Approvers who approve or reject the changes.

For example, to designate users as Approval Approvers for a change to a contact's address, you must add them to the Business Process Approver privilege group that has gGenericApprovalApprove privileges before they can approve or reject approval requests.

The following table shows which user roles can perform specific functions.