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Go to the [Process editor] section (Fig. 1)

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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
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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
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Add some information to the general information:
1. Add items to a Contact tab
  1. 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
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  2. Click [Label] (Fig. 5)
    Fig. 5. Clicking [Label]
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  3. 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
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  4. Click [Text to display] (Fig. 7)
    Fig. 7. Clicking [Text to display]
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  5. 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
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    This information will be propagated to the general info if it is available.
  6. Click [Save]Click [X] to delete this information (Fig. 9)
    Fig. 9. Deleting the information
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  7. Click [
Add New Property
1. 1. X] to
add a new property
1. 1. delete this information (Fig.
10). The new item you are going to add must already exist in Creatio
1. 1. 9)
    Fig.
10. Adding new property
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1. 1. 9. Deleting the information
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Click [Add New Property] to add a new property (Fig. 10). The new item you are going to add must already exist in Creatio

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Fig. 10. Adding new property

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1. Enter a Creatio Property Name and Display Name, than click [Save] (Fig. 11)

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1. Fig. 11. Adding Creatio Property Name and Display Name and saving it

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Add a new tab

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1. 1. Click [+] to add a new tab (Fig. 12)
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1. 1. Fig. 12. Adding a new tab
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1. 2. To rename the tab, double click it and enter the name, than click anywhere on the screen to save it (Fig. 13)
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1. 1. Fig. 13. Renaming the tab and
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1. 1. saving
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1. 2. Click [x] to delete the tab (Fig. 14)
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1. 1. Fig. 14. Deleting the tab
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2. Create the call script
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  1. 1. Click the [Call script] (Fig. 15)
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  1. 1. Fig. 15. Opening the Call script section
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  1. 1. Click the [Add Step] button (Fig. 16)
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  1. 1. Fig. 16. Clicking Add Step button
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  1. 2. Click Step 1, than enter a Step name and click [Save] (Fig. 17)
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  1. 1. Fig. 17. Clicking Step 1, entering a Step name and saving
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  1. 2. Add text to the
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  1. 1. step
      1. Drag and drop the [Text] control to the block (Fig. 18)
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  1. 1. 1. Fig. 18. Dragging and dropping the [Text] control to the block
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  1. 1. 2. To enter text, click [Text to display] and enter text in the [Text] field (Fig. 19)
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  1. 1. 1. Fig. 19. Entering the text in the [Text] field
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      2. Click [Save] (Fig. 20)
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  1. 1. 1. Fig. 20. Saving the text in the [Text] field
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  1. 1. 2. You can add more text to this field
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  1. 1. 1. Click the [+] button to do this (Fig. 21)
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  1. 1. 1. Fig. 21. Adding more text to the field
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  1. 1. 2. To enter text, click [Text to display] and enter text in the [Text] field, click [Save]
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  1. 1. 1. Click the [-] button to delete it (Fig. 22):
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  1. 1. 1. Fig. 22. Deleting the text
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  1. 2. Add a dropdown to a
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  1. 1. step
      1. Drag and drop the [Dropdown] control (Fig. 23) to the block
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  1. 1. 1. Fig. 23. Dragging and dropping the [Dropdown] control to the block
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      2. To enter text, click [Text] and enter text in the [Text] field (Fig. 24)
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  1. 1. 1. Fig. 24. Entering the text in the [Text] field
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  1. 1. 2. Click [Save] (Fig. 25)
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  1. 1. 1. Fig. 25. Saving the text in the [Text] field
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  1. 1. 2. Click the [DropDown] box (Fig. 26) and fill out the fields to customize the dropdown
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  1. 1. 1. Fig. 26. Customizing the dropdown
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  1. 1. 2. Click [Save] (Fig. 27)
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  1. 1. 1. Fig. 27. Saving the dropdown
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      2. Drag (Fig. 28) and drop the box (Fig. 29) to move it to a certain position in this step
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  1. 1. 1. Fig. 28. Moving the box to a certain position
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  1. 1. 1. Fig. 29. Dragging and dropping the box to a certain position
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  1. 2. Add [Input] to the
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  1. 1. step
      1. Drag and drop the [Input] control (Fig. 30) to the block
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  1. 1. 1. Fig. 30. Dragging and dropping the [Input] control to the block
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  1. 1. 2. To enter text, click [Text] and enter text in the [Text] field (Fig. 31)
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  1. 1. 1. Fig. 31. Entering the text in the [Text] field
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  1. 1. 2. Click [Save] (Fig. 32)
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  1. 1. 1. Fig. 32. Saving the text in the [Text] field
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  1. 1. 2. Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 33)
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  1. 1. 1. Fig. 33. Customizing the [Input] field
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  1. 2. Add [input (large)] to the
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  1. 1. step
      1. Drag and drop the [Input (large)] control to the block (Fig. 34)
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  1. 1. 1. Fig. 34. Dragging and dropping the [Input (large)] control to the block
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  1. 1. 2. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 35)
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  1. 1. 1. Fig. 35. Customizing the [Input (large)] field
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  1. 1. 2. Drag (Fig. 36) and drop the box (Fig. 37) to move it to a certain position in this step
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  1. 1. 1. Fig. 36. Moving the box to a certain position
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  1. 1. 1. Fig. 37. Dragging and dropping the box to a certain position
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  1. 1. 2. Click the [X] button to delete this box (Fig. 38)
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  1. 1. 1. Fig. 38. Deleting the box
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  h. Add button to the step
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  1. 2. Add button to the step
      1. Drag and drop the [Button] control (Fig. 39) to the block to add a new button box
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  1. 1. 1. Fig. 39. Dragging and dropping the [Button] control to the block
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  1. 1. 2. Click the [Button] to customize it (Fig. 40)
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  1. 1. 1. Fig. 40. Customizing the [Button]
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  1. 1. 2. 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
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  1. 1. 1. Fig. 41. Entering the name of the button and selecting from the dropdown list a step this button leads
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  1. 1. 1. to
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      2. Click [Save] (Fig. 42)
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  1. 1. 1. Fig. 42. Saving the text in the [Button]
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  1. 1. 2. Drag (Fig. 43) and drop the box (Fig. 44) to move it to a certain position in this step
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  1. 1. 1. Fig. 43. Moving the box to a certain position
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        Fig. 44. Dragging and dropping the box to a certain position
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      2. Click the [X] button to delete this box (Fig. 45)
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  1. 1. 1. Fig. 45. Deleting the box
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  2. Click [Submit], this button saves the structure of the call script (Fig. 46)
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  1. Fig. 46. Saving the structure of the call script
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  2. Click [Publish] to use the call script (Fig. 47)
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  1. Fig. 47. Publishing the call script
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Version	Old Version 7	New Version Current
Changes made by	Support Team	Support Team
Saved on	Oct 24, 2022	Oct 25, 2022

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