In business process and call script templates, you add nodes into a flow to represent the pages, conditional branches, and additional forms that a user encounters as they navigate through a form.

There are three types of nodes that you can add into a flow:

Page
Page nodes represent a page from the form in a business process or call script.

Decision
Decision nodes represent a branch in the flow that directs a user to one node or another based on conditions that you specify.

Library Form
A predefined form that a NexJ CRM user can add to a business process template. Library forms are created and managed in the Form Library tab on the Customize workspace.

Adding page nodes to flows

Add page nodes to a flow to specify which pages are included in the form.

To add page nodes to a form flow:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a page node. If you selected a business process template, select the Form subtab.

3. In the Flow tab, in the Flow Components area, select the Page node. Drag and drop it into the flow diagram area.
   

   Each page node represents an individual page from the form and an individual page that you see when you fill out the form.

   The Add Page Node dialog opens.

4. In the Page field, select the page that you want this node to represent.
5. In the Name field, enter a name for the node. This is both the name of the node in the flow diagram, and the name of the page in the list of pages that that you see when a user fills out the form. This is also the name that displays to users who run the form in NexJ CRM.
6. Click OK. The Add Page Node dialog closes.

The page node is added to the flow of the form.

If the flow includes more than one page, you must create connections between page nodes.

Adding decision nodes to flows

Add decision nodes to a flow to specify the order in which form pages display to users based on answers to selected questions. Decision nodes represent branches between pages in a form. In a decision node, you add one or more branch conditions that are evaluated as true or false. The node directs the flow to one page if the conditions are satisfied, and another page if the conditions are not satisfied.

To add decision nodes to a form flow:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a decision node. If you selected a business process template, select the Form subtab.
3. In the Flow tab, in the Flow Components area, select the Decision node. Drag and drop it into the flow area. The Add Decision Node dialog opens.
4. Click the Add button . A branch condition entry field appears.
5. In the Description field, enter a name for the node that will appear in the flow area.
6. In the Page field, select the page that has the question you want to reference.
7. In the Question field, select the question that you want to use as a branch condition. The answer to the question will determine which branch of the decision node is followed in the flow.
8. [Optional] Select the Not checkbox to specify that the value in the Question field should not equal the value in the Value field.
9. In the Condition field, select the rule condition that specifies how the value in the Question field relates to the value in the Value field.
10. In the Value field, enter or select the value that will be validated against the Question field to determine which branch of the decision node is followed in the flow.
11. If you add another branch condition, a new field appears in the line of the preceding branch condition. Select one of the following options to specify the relationship between the two branch conditions:
    • AND
      Indicates that the current branch condition and its following branch condition must both return a true result for the decision node to evaluate to true.
    • OR
      Indicates that either the current branch condition or its following branch condition must return a true result for the decision node to evaluate to true.
12. Click OK. The Add Decision Node dialog closes.

The decision node is added to the flow of the form.

To use the decision node in the flow, you must create connections to and from the node.

Adding form nodes to flows

Add a form node to a flow in a business process or call script template when you want to include a predefined form in the flow.

To add a form node to a flow:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a form node. If you selected a business process template, select the Form subtab.
3. In the Flow tab, in the Flow Components area, drag and drop the Library Form node into the flow diagram. The Add Form Node dialog opens.
4. [Optional] Associate the form node with an object from the database.
   1. In the Associate With field, click the Select button . The Associate With dialog opens.
   2. Select your desired object, then click OK. The OK button is enabled when the selected object type matches the object type of the flow template. The Associate With dialog closes.
5. In the Library Form field, select the flow template that you want to use for this form node. The Name field is automatically filled out with the name of the selected flow template.
6. [Optional] If you want to change the default name for the node, enter the new name in the Name field.
7. [Optional] If you want users to have to answer all questions correctly in the form before proceeding to the next page in the form, select Block entry into this flow component until all prior validation has been resolved.
8. [Optional] Select Nest pages when displayed in navigation pane to display Library Form nodes as child pages in the Form subtab in the Business Processes tab on the Contacts workspace.
9. [Optional] If the form node will be connected to other nodes in the flow, you can specify what data is passed into and out of the form node.
   1. Under the Name field, click Add. A row is added to the area.
   2. In the first drop-down field, select a field from a page in the flow for the business process or call script.
   3. In the second drop-down field, select a field from a page in the flow template.

   4. If the field that you specified in the first drop-down will pass data into the field in the second drop-down, select In. If the field that you specified in the second drop-down will pass data into the field in the first drop-down, select Out.
      

      When you are working with a template that uses global properties, ignore the In and Out checkboxes.

10. Click OK. The Add Form Node dialog closes and the node is added to the flow diagram.

You have added the form node to the flow.

If there are other nodes in the flow diagram, you must connect the form node to at least one other node.

Enabling node expansion

You can enable automatic expansion of pages so all of the pages in a business process form are visible to users and the users can begin to complete pages that are out of order.

To enable node expansion for a business process form:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the required business process template.
3. Click the Form subtab.
4. In the Flow tab, in the flow diagram area, select Enable Node Expansion.

The automatic expansion of pages is enabled for the form.

Editing nodes in flows

Edit a node in a flow for a business process or call script template when you want to change the name of the node or its configurations options.

To edit a node in a flow:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to edit a node. If you have selected a business process template, click the Form subtab.
3. In the Flow tab, in the flow diagram area, double-click the node that you want to edit. The Edit Node dialog opens.

4. Make your desired changes in the corresponding fields.
   

   If you want users to have to answer all questions correctly in the form before proceeding to the next page in the form, select Block entry into this flow component until all prior validation has been resolved.

5. Click OK. The Edit Node dialog closes.

Deleting nodes from flows

Delete a node from a flow in a business process or call script template when you want to remove the page, library form, or decision branch that the node represents in the flow.

To delete a node from a flow:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template from which you want to delete a node. If you selected a business process template, select the Form subtab.
3. In the Flow tab, in the flow diagram area, hover your cursor over the node that you want to delete. A Delete button  is displayed on the node. Click the Delete button . A confirmation dialog opens, asking you to confirm that you want to delete the node and all related branches.
4. Click OK. The confirmation dialog closes and the node and its related branches are removed from the flow diagram area.

You have deleted the node from the flow.

If the node that you deleted had connections to other nodes, you might have to create connections between the remaining nodes before you can activate the business process or call script template. You will not be able to activate the template if there are unconnected nodes in the flow.

Related links

Connecting page nodes in form flows
Connecting decision nodes in form flows
Configuring connections