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The following actions can be done in a Process Revision using Manage Business Process Rules:
- Add content activities
- Add contextual content activities
Each of these processes begins by creating a Process Revision. In some cases a Content Revision must have been created and applied before using the new content in a Process Revision.
Step 1 - Create a Process Revision
To create a Process Revision, click the Menu icon and select Create Revision under Revisions.
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After creating the revision, click Configure to begin making the changes in your revision.
| Manage Revision |
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Step 2 - Manage Business Process
From a Process Revision, Administrative Users are able to manage the business process.
How do you view your current Business Process?
The business process can be accessed by clicking the Configure Business Process Ruleslink.
| Process Revision |
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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 are able to 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 Business Process?
On the Define Business Process Rules page, under the desired step, click 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. To add content to a section without an Add button, an Administrative User can add Contextual Content (see below).
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From the Select Actions page, select the content you wish to add to the business process and click OK.
| Select Actions |
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How do you specify criteria for who sees the content that you added to your 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 Define Business Process Rules page.
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This action will bring you back to the Process Revision page where you can continue to change your configuration or apply the revision if you are done.
How do you add Contextual Content to your Business Process?
To add Contextual Content, an Administrative User must be in an active Process Revision, and navigate to the Process Revision page.
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| Define Business Process Rules |
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What Attributes allow me to add Contextual Content?
There are seven Master Attributes that can contain Contextual Content. This can be seen at any point by navigating to the Attribute Preferences page.
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