Breadcrumbs

Modifying processes

You can modify your processes by:

  • In the processes data table, hovering over the process and clicking the Edit Process button afl_edit.png

  • After you have saved a process, clicking the Edit button afl_edit.png

You can make the following changes to a process:

Modification

How to modify

Edit process name

In the process banner, enter the new Name.

Add or edit process description

In the process banner, enter or edit the Description.

Add fields

In the Fields section, click the Select button afl_add.png .

You can also use the Add Fields text search field to search for specific fields and add them to your process.

Remove fields

In the Fields section, click the Clear button  afl_clear_filters.png on the field you want to remove.

Reorder process columns

In the Fields section, drag and drop the fields to the desired position.

Apply filters on fields

In the Filters section, click a field, and select the filter values. For some fields, you will need to select an operator and specify the values to work in conjunction with it.

Edit filters

In the Filters section, click a filtered field, and edit the filter selection.

Remove filters

In the Filters section, click the Clear button  afl_clear_filter_chip.png on the field you want to remove the filter from.

Clear all filters

In the Filters section, click the Clear Filters button afl_clear_filters.png .

After making your changes, click the Save button afl_save_report.png . This executes the process so the tabs reflect the latest NexJ CRM data.