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Each of these processes begins by creating a Process Revision. In the Process Revision page, use the "Configure Business Process" link to open the process activities and add the content that was added/created through a Content Revision. Before adding the content in the process activities, make sure the content is already created and applied.
Step 1 - Create the content through a Content Revision and apply
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From the Process Revision page, Administrative Users can configure/manage the business process.
How do you view your current
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business process?
The business process can be accessed by clicking the "Configure Business Process" link.
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From this page, Administrative Users can see every step of the onboarding process and all content that is currently being displayed for that step. Administrative Users can add or modify content in the business process and choose what each user role will see during their onboarding process.
How do you add content to your
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business process?
To configure a content in the business process, the content should already be created through a Content Revision. On the Configure Business Process page, under the desired step, click on the "Add" button to attach content to that step in the onboarding process. The sections that have an "Add" button are the sections where you can include content.
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From the Select Actions page, select the content you wish to add to the business process and click "OK".
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How do you specify criteria for who sees the content that you added to your
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business process?
After successfully adding content to the business process, you must now choose who the content will be routed to. This is done by clicking the name of the content on the Configure Business Process page.
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