Adding business process templates

Add a business process template to define a workflow that enables users to record or update information about their contacts, companies, opportunities, or service requests.

When you add a business process template, you can initially specify its details, steps, and attachments. After you have added the template, you can then edit it to specify additional components such as actions, entry criteria, and the form that the user fills out when they run the business process.

To add a business process template:

Navigate to the Customize workspace.
In the Business Processes tab, click the Add button .
The Add Business Process Template dialog opens.
In the Name field, enter a name for the business process.
In the Create Security field, choose who can run the business process:
- Public
  Any user can start the business process.
- <User name>
  Only the specified user can run the business process.
To hide the template from filters that display to users in NexJ CRM, select Hide Templates from Filters. Use this option to hide a deactivated template. If you do not select this option, the deactivated template remains available in NexJ CRM, for example, in the filter on the Contacts workspace in the Journal tab and in the Activities subtab.
[Optional] In the Template Description field, enter a description of the template.
In the Object Type field, choose the object that the business process applies to:
- Company
  Use the business process to record and approve company updates.
- Contact
  Use the business process to record and approve contact updates.
- KYC
  Use the business process to record and approve KYC updates.
- Parent Opportunity
  Use the business process to record and approve parent opportunity updates.
- Product Opportunity
  Use the business process to record and approve product opportunity updates.
- Service Request
  Use the business process to record and approve service request updates.
The object cannot be modified after you save the template.
[Optional] Specify the icon to use for the business process:
1. In the Icon field, click the Select button . The Select Icon dialog opens.
2. Select your desired icon.
3. Click OK.
  The Select Icon dialog closes.
[Optional] In the Notes field, enter notes that you want to provide to users who view the business process.
In the Default View Security field, choose who you want to be able to see instances of the business process:

To start a business process, a user adds an instance of a business process to a contact, company, opportunity, or service request record.
- Public
  All users can see instances of the business process.
- Group
  Only members of the specified user group can see instances of the business process. Click the Select button to specify a group.
- Private
  Only you can see instances of the business process.
When a user adds an instance of a business process, they can override the default view security for that instance.
In the Trigger area, specify how you want instances of the business process to be added to a contact, company, opportunity, or service request record.
- Manual
  A user starts a business process by manually adding an instance of it to a contact, company, opportunity, or service request record. Select Create New Object if you want a new object to be created when an instance of the business process is added.
- Automatic
  Instances of the business process are added automatically when a specified trigger event occurs. You can select the following trigger events:
  - On Create
    Add an instance of the business process when the associated object is created. For example, if Object Type is set to Contact, a business process will be automatically triggered when a contact is created.
  - On Update
    Add an instance of the business process when the associated object is updated. For example, if Object Type is set to Contact, a business process will be automatically triggered when a contact is updated.
In the Steps tab, add steps to the business process. For more information about steps, see Configuring steps.

You can also add steps after you create the business process template.
In the Attachments tab, add attachments that you want to include in the business process. For more information about attachments, see Configuring attachments for business process templates.

You can also add attachments after you create the business process template.
Click OK.
The Add Business Process Template dialog closes.

You have added a business process template. You can now edit the template to specify additional components such as actions, entry criteria, and a form.

Before a user can run the business process, you must activate it. In order to activate the template, you must at least specify the form and a flow for the form.

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