- Go to the [Process editor] section (Fig. 1)
Fig. 1. Opening the Process editor section
- Click the [Add New] button to add a new script (Fig. 2)
Fig. 2. Clicking the [Add New] button
3. Enter the Process name, Process Display Name and choose the Type of call this script will used for (Fig. 3).
Fig. 3. Entering the Process name, Process Display Name and choosing the Type of call this script will used for
4 4. Add some information to the general information:
a. Add items to a Contact tab.
i. Drag and drop the [Text] icon to the [General info] field (Fig. 4)
Fig. 4. Dragging and dropping the [Text] icon to the [General info] field
ii. Click [Label] (Fig. 5)
Fig. 5. Clicking [Label]
iii. Drag and drop one of the property into the label field and then click [Save] (Fig. 6)
Fig. 6. Dragging and dropping one of the properties into the label field
iii iv. Click [Text to display] (Fig. 7)
Fig. 7. Clicking [Text to display]
Drag v. Drag and drop the same property into the text field as in the previous step (Fig. 8)
Fig. 8. Dragging and dropping the property into the text field
This information will be propagated to the general info if it is available.
Click vi. Click [Save].
iv vii. Click [X] to delete this information (Fig. 9):
Fig. 9. Deleting the information
5. Click [Add New Property] to add a new property (Fig. 10).
The The new item you are going to add must already exist in Creatio.
Fig. 10. Adding new property
Enter a. Enter a Creatio Property Name and Display Name, than click [Save] (Fig. 11).
Fig. 11. Adding Creatio Property Name and Display Name and saving it.
a 6. Add a new tab.
ia. Click [+] to add a new tab (Fig. 12).
Fig. 12. Adding a new tab
ii b. To rename the tab, double click it and enter the name, than click anywhere on the screen to save it (Fig. 13)
Fig. 13. Renaming the tab and saving
iii c. Click [x] to delete the tab (Fig. 14).
Fig. 14. Deleting the tab
6 7. Create the call script.
a. Click the [Call script] (Fig. 15).
Fig. 15. Opening the Call script section
b. Click the [Add Step] button (Fig. 16).
Fig. 16. Clicking Add Step button
c. Click Step 1, than enter a Step name and click [Save] (Fig. 17).
Fig. 17. Clicking Step 1, entering a Step name and saving
d. Add text to the step
i. Drag and drop the [Text] control to the block (Fig. 18)
Fig. 18. Dragging and dropping the [Text] control to the block
ii. To enter text, click [Text to display] and enter text in the [Text] field (Fig. 19).
Fig. 19. Entering the text in the [Text] field
iii. Click [Save] (Fig. 20)
Fig. 20. Saving the text in the [Text] field
iv iv. You can add more text to this field.
Click v. Click the [+] button to do this (Fig. 21)
Fig. 21. Adding more text to the field
To vi. To enter text, click [Text to display] and enter text in the [Text] field, click [Save].
Click vii. Click the [-] button to delete it (Fig. 22):
Fig. 22. Deleting the text
e. Add a dropdown to a step
i i. Drag and drop the [Dropdown] control (Fig. 23) to the block.
Fig. 23. Dragging and dropping the [Dropdown] control to the block
ii ii. To enter text, click [Text] and enter text in the [Text] field (Fig. 24)
Fig. 24. Entering the text in the [Text] field
iii. Click [Save] (Fig. 25).
Fig. 25. Saving the text in the [Text] field
iv. Click the [DropDown] box (Fig. 26) and fill out the fields to customize the dropdown.
Fig. 26. Customizing the dropdown
v. Click [Save] (Fig. 27)
Fig. 27. Saving the dropdown
v vi. Drag (Fig. 28) and drop the box (Fig. 29) to move it to a certain position in this step.
Fig. 28. Moving the box to a certain position
Fig. 29. Dragging and dropping the box to a certain position
f. Add [Input] to the step
i. Drag and drop the [Input] control (Fig. 30) to the block.
Fig. 30. Dragging and dropping the [Input] control to the block
ii ii. To enter text, click [Text] and enter text in the [Text] field (Fig. 31).
Fig. 31. Entering the text in the [Text] field
iii iii. Click [Save] (Fig. 32).
Fig. 32. Saving the text in the [Text] field
iv. Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 33).
Fig. 33. Customizing the [Input] field
g g. Add [input (large)] to the step
i. Drag and drop the [Input (large)] control to the block (Fig. 34).
Fig. 34. Dragging and dropping the [Input (large)] control to the block
ii. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 35).
Fig. 35. Customizing the [Input (large)] field
iii iii. Drag (Fig. 36) and drop the box (Fig. 37) to move it to a certain position in this step.
Fig. 36. Moving the box to a certain position
Fig. 37. Dragging and dropping the box to a certain position
iv iv. Click the [X] button to delete this box (Fig. 38):
Fig. 38. Deleting the box
h h. Add button to the step
ii. Drag and drop the [Button] control (Fig. 39) to the block to add a new button box.
Fig. 39. Dragging and dropping the [Button] control to the block
ii. Click the [Button] to customize it (Fig. 40).
Fig. 40. Customizing the [Button]
Enter iii. Enter the button name and select from the dropdown list a step this button leads to (Fig. 41).
The button can lead to the next record, and when you click it, a new record of new contact will be opened according to your list, or it can also lead to the other existing steps.
Fig. 41. Entering the name of the button and selecting from the dropdown list a step this button leads to
iii iii. Click [Save] (Fig. 42)
Fig. 42. Saving the text in the [Button]
iv. Drag (Fig. 43) and drop the box (Fig. 44) to move it to a certain position in this step.
Fig. 43. Moving the box to a certain position
Fig. 44. Dragging and dropping the box to a certain position
v v. Click the [X] button to delete this box (Fig. 45):
Fig. 45. Deleting the box
7 8. Click [Submit], this button saves the structure of the call script (Fig. 46).
Fig. 46. Saving the structure of the call script
8 9. Click [Publish] to use the call script (Fig. 47).
Fig. 47. Publishing the call script
