Table of Contents

Search

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

Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 1: First Steps

Part 1: First Steps

Note
: Before following along and creating the tutorial guide, you must have previously created the Guide Designer orchestration project. You will do this from within the Process Developer. You will find complete information in an Process Developer Cheat Sheet and an overview in Installing the Guide Designer Orchestration Project.
Begin creating a guide by pressing the
New
button.
A new tab displays and this tab contains the
Guide Properties
dialog box. Underneath it (or perhaps to the side) are two steps that give you a place to begin.
Enter the following information into this dialog, and when you're done, press
OK
.
Field
Action
Name
Type "Sales Call Follow-up Tutorial".
Applies To
Select
Contact
from the picklist. What you select here makes data within a database table available to the guide.
Description
Type "A simplified Sales Call Follow-up guide".
Tag
Type "Sales Call Follow-up". A "Tag" is a category under which the guide appears when Guide Designer presents guides to the user.

0 COMMENTS

We’d like to hear from you!