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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)

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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)

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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:
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1. 1. Add items to a Contact tab
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  1. 1. 1. Drag and drop the [Text] icon to the [General info] field (Fig. 4)
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  1. 1. 1. Fig. 4. Dragging and dropping the [Text] icon to the [General info] field
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  1. 1. 2. Click [Label] (Fig. 5)
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  1. 1. 1. Fig. 5. Clicking [Label]
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  1. 1. 2. Drag and drop one of the property into the label field and then click [Save] (Fig. 6)
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  1. 1. 1. Fig. 6. Dragging and dropping one of the properties into the label field
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  1. 1. 2. Click [Text to display] (Fig. 7)
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  1. 1. 1. Fig. 7. Clicking [Text to display]
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  1. 1. 2. Drag and drop the same property into the text field as in the previous step (Fig. 8)
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  1. 1. 1. Fig. 8. Dragging and dropping the property into the text field
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  1. 1. 1. This information will be propagated to the general info if it is available.
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  1. 1. 1. Click [Save]
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  1. 1. 1. Click [X] to delete this information (Fig. 9)
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  1. 1. 1. Fig. 9. Deleting the information
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  2. 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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  1. Fig. 10. Adding new property
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  1. 1. Enter a Creatio Property Name and Display Name, than click [Save] (Fig. 11)
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  1. 1. Fig. 11. Adding Creatio Property Name and Display Name and saving it
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  2. 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. Click the [Call script] (Fig. 15)
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      1. Fig. 15. Opening the Call script section
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      1. Click the [Add Step] button (Fig. 16)
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      1. Fig. 16. Clicking Add Step button
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      1. Click Step 1, than enter a Step name and click [Save] (Fig. 17)
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      1. Fig. 17. Clicking Step 1, entering a Step name and saving
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      1. Add text to the
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      1. step
        Drag and drop the [Text] control to the block (Fig. 18)
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      1. Fig. 18. Dragging and dropping the [Text] control to the block
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        To enter text, click [Text to display] and enter text in the [Text] field (Fig. 19)
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      1. Fig. 19. Entering the text in the [Text] field
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        Click [Save] (Fig. 20)
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      1. Fig. 20. Saving the text in the [Text] field
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      1. You can add more text to this field
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      1. Click the [+] button to do this (Fig. 21)
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      1. Fig. 21. Adding more text to the field
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      1. To enter text, click [Text to display] and enter text in the [Text] field, click [Save
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        Click the [-] button to delete it (Fig. 22):
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      1. Fig. 22. Deleting the text
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      1. Add a dropdown to a
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      1. step
        Drag and drop the [Dropdown] control (Fig. 23) to the block
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      1. Fig. 23. Dragging and dropping the [Dropdown] control to the block
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      1. To enter text, click [Text] and enter text in the [Text] field (Fig. 24)
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      1. Fig. 24. Entering the text in the [Text] field
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      1. Click [Save] (Fig. 25)
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      1. Fig. 25. Saving the text in the [Text]
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      1. field
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        Click the [DropDown] box (Fig. 26) and fill out the fields to customize the dropdown
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      1. Fig. 26. Customizing the dropdown
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      1. Click [Save] (Fig. 27)
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      1. Fig. 27. Saving the dropdown
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      1. Drag (Fig. 28) and drop the box (Fig. 29) to move it to a certain position in this step
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      1. Fig. 28. Moving the box to a certain position
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      1. Fig. 29. Dragging and dropping the box to a certain position
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        Add [Input] to the
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      1. step
        Drag and drop the [Input] control (Fig. 30) to the block
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      1. Fig. 30. Dragging and dropping the [Input] control to the block
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      1. To enter text, click [Text] and enter text in the [Text] field (Fig. 31)
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      1. Fig. 31. Entering the text in the [Text] field
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      1. Click [Save] (Fig. 32)
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      1. Fig. 32. Saving the text in the [Text] field
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        Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 33)
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      1. Fig. 33. Customizing the [Input] field
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      1. Add [input (large)] to the
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      1. step
        Drag and drop the [Input (large)] control to the block (Fig. 34)
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      1. Fig. 34. Dragging and dropping the [Input (large)] control to the block
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      1. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 35)
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      1. Fig. 35. Customizing the [Input (large)] field
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        Drag (Fig. 36) and drop the box (Fig. 37) to move it to a certain position in this step
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      1. Fig. 36. Moving the box to a certain position
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      1. Fig. 37. Dragging and dropping the box to a certain position
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      1. Click the [X] button to delete this box (Fig. 38)
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      1. Fig. 38. Deleting the box
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      1. Add button to the
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        Drag and drop the [Button] control (Fig. 39) to the block to add a new button
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      1. box
        Fig. 39. Dragging and dropping the [Button] control to the block
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      1. Click the [Button] to customize it (Fig. 40)
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      1. Fig. 40. Customizing the [Button]
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      1. 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. Fig. 41. Entering the name of the button and selecting from the dropdown list a step this button leads to
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      1. Click [Save] (Fig. 42
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        Fig. 42. Saving the text in the [Button]
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      1. Drag (Fig. 43) and drop the box (Fig. 44) to move it to a certain position in this step
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      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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        Click the [X] button to delete this box (Fig. 45)
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      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 6	New Version Current
Changes made by	Support Team	Support Team
Saved on	Oct 17, 2022	Oct 25, 2022

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