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Informatica ActiveVOS
Current Version
Current Version
8. Central and ActiveVOS Screenflow
Informatica ActiveVOS
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Preface
Process Central
Using ActiveVOS Central
What is an ActiveVOS Task?
Navigating in the Tasks View
Refreshing Your Task List
About Users and Administrators
Claiming and Performing Other Actions for a Task
Responses, Comments, and Attachments
Completing a Task
Assigning a Task to Another User
Deadlines: What Happens When a Task is Overdue
Reading and Removing Notifications
Viewing Task History
Viewing Task Details
Using an RSS Feed
Vacation Delegation Settings
Making Requests
Submitting a Request
Viewing Reports
Guides Overview
Guide Aea on Your User's Pages
Using the DesignHome
Guides List Area
Guide Home Toolbar
Details Area
Customizing Themes
Usage Area
Current Activity
Outcome Chart
Detailed Activity Report
Toggle Table of Contents
Export Data
Export Report
Print Report
Creating Guides and Processes
Navigating the Tree
Using Your Keyboard
Using Your Mouse
Jump Steps
Embedded Steps
Setting Guide Properties
General Tab
Outcomes Tab
Fields Tab
Advanced Properties
Creating and Editing Steps
Step Common Features
Guide Screen Editor
Service Call Step
Tabs
Email Actions
Create Step
Output Checkpoint Action
Reassign Action
Set Fields Action
Data Decision Steps
Embedded Guide Step
End/Milestone Step
End Milestone End of Guide
End Milestone Milestone
Jump Step
Screen Step
Handling Data
Inserting Fields Using Picklists
Entering Fields as Text
Related Object Fields
Setting Data in Steps
Setting Source Values
Setting Source Values: Content
Setting Source Values: Field
Setting Source Values: Formula
Setting Source Values: Screen
Embedded Guide Step
Embedding and Embedded Field Relationships
An Embedded Example
Embedded Guide Example
Creating an Embedding Guide
Introduction to Data Types and Field Properties
Using Fields in Steps
Using Fields in Embedded Steps
Types of Data and Field Properties
Selecting and Displaying Objects
Displaying Information
Using the Field Properties Dialog
Controls in All Many or Some Field Properties Dialog
Show List: Advanced Query
Show List: Custom List
Show List: List Child Objects
Show List: None
Show List: Object Query
Show List: Picklist for Field
Show List: Users in Role
Displaying Columns
Navigating in Process Central
Forms Pane
Designs Pane
Process Designer Tutorial
Lesson 1: Creating a Guide
Part 1: First Steps
Part 2: Beginning the Guide The First Step
Part 3: Adding the New opportunities identified Screen Step
Part 4: Adding the Create new opportunity Service Call Step
Part 5: Adding the Create a follow-up action item Screen Step
Part 6: Adding the "Create a follow-up action item" Service Call Step
Part 7: Creating an End Step
Part 8: Adding a Jump State
Part 9: Adding the Find existing contacts Service Call Step
Creating an Output Field
Defining an Output Field
Using a Set Fields Action Within an Service Call Step
Creating a List
Lesson 2: Simulating Your Guide
Lesson 3: Saving and Publishing Your Guide
Lesson 4: Running Your Guide
Exercises
Exercise 1: Adding the Click continue to begin Screen Step
Exercise 2: Adding the Click continue after your verification Step
Exercise 3: Adding the Do you have a new contact to Enter? Step
Exercise 4 Do you want to add another contact Screen Step
Exercise 5: Adding the Add another opportunity Screen Step
Exercise 6: Adding the Create a follow-up action item step
Exercise 7: Adding the Assign someone a follow-up action item
Exercise 8: Adding Additional Follow-up Actions Items
For Administrators
Adding a Role Name to Identity Service
Showing and Hiding Process Central Components
Setting Features in the app-config.xml File
8. Central and ActiveVOS Screenflow
8. Central and ActiveVOS Screenflow
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Preface
Preface
This module contains information about Process Central and guide creation.
Updated March 05, 2020
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