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  1. Preface
  2. Process Central
  3. Guides Overview
  4. Process Designer Tutorial
  5. For Administrators

Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 6: Adding the "Create a follow-up action item" Service Call Step

Part 6: Adding the "Create a follow-up action item" Service Call Step

This topic has you creating a third Service Call step. You will learn to use the
Insert Read-Only Field
picklist that occurs within many steps.
In this step, you'll set the
Source
for a field to
Constant
. (You've already set
Source
to either
Field
or
Screen
.) When you set a field's
Source
as
Constant
, Guide Designer will set the field to what is entered here and when the record is added, this constant will be the value written into the field.
Note
: For information on setting sources, see
Setting Source Values
elsewhere in this help.
Here's what you should do:
Field
Action
-
Click on the
Yes
branch following the
Create a follow-up action
item step
Step Type
Select
Service Call
from the picklist
Title
Type "Create a follow-up action item"
Action
Create > Create Account Task
Input tab
Select it if it isn't selected
Description
Set
Source
to
Screen
Due Date
Notice the two fields to the right
  1. Click in the left field to see what displays
  2. Set
    Source
    to
    Screen
Add Input
Click
Status
within the picklist
Status
  1. Set
    Source
    to
    Constant
    .
  2. Select "Not Started" in the picklist to the right of
    Constant
    .
Add Input
Click
Priority
within the pickllst
Priority
  1. Set
    Source
    to
    Constant
    .
  2. In the picklist to the right of
    Constant
    , select
    Normal
Subject
  1. Set
    Source
    to
    Constant
    .
  2. Type "Follow-up with " in the text box to the right of
    Constant
    .
  3. A small icon appears after the text field; click it
Here's what the
Input tab
should look like:
While a
Constant
field is written directly into a record, it can also include the text of other fields.
Add two
Contact
fields:
First Name
and
Last Name
. You will need to use your End key to see what you're doing when you insert the second field. Here's what the top of the
Input tab
should look like:
Select the
Input Screen
tab, and make the canvas look as follows:
When the user sees a step, it should have context information. For example, in this Service Call step, the user should see the name of the person who the person receiving this task will be contacting. You can do this by inserting the contact's name into the canvas. Do this by Selecting
First Name
and
Last Name
within the
Insert Read-Only Field
picklist.

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