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In ReadiNow's Process feature, Process Step Tasks are individual tasks generated from each step within a Process run. Just like ReadiNow’s User Tasks, aka Tasks, they represent actionable items assigned to users, and each task corresponds to a s...
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To start a Processes users would typically click on a button that is configured to start a certain process. You can configure a button on a page or form page to launch a Process. Go to the page or form page. Drag a button on to the page where ...
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Processes are typically started by clicking on a button that launches the process. For example, the below screen shows a button labelled “New Request” which will launch an Onboarding Process. The New Request button launches an onboarding...
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Before you can make a Process available for use within an application you have to activate it in the Process Builder. Activation is like publishing the latest version of your Process. When you activate the process ReadiNow performs a verific...
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The Verify button in the Process Builder is used to run a verification on the selected version of a process. Its main purpose is to ensure the integrity of the process by checking its configuration against a predefined checklist. This feature he...
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Use an Update Record step in a ReadiNow Process when you need to modify data in an existing record as part of the process flow —typically the Primary Record or any related record. Update Record Properties Property Description ...
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Use a Create Record step in a ReadiNow Process when you need the process to generate a new record in the system—either as part of user input or system automation. Create Record Properties Property Description Name T...
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You use a Run Workflow step when your business rules are embedded in a workflow and must run when the block the workflow step is configured under runs. Run Workflow Properties Property Description Name The name of the block...
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Use a Display Page step in a ReadiNow Process when you want to show a form or record to a user —for viewing, editing, or data input —without automatically creating or updating a record. Display Page Properties Property Description ...
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Steps are the individual actions that make up a process. These could be system tasks (like updating a record or sending data to another system), human tasks (like submitting a form or approving a request), or even conditional logic. To create a...