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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 Content Revision and apply
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Step 3 - Manage Business Process
From a the Process Revision page, Administrative Users are able to can manage the business process.
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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 can add or modify content in the business process and choose what each user role will see during their onboarding process.
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For the section where "Add" button is not available, the content can be added through Contextual Content if the section is configured as contextual (please please click here to know more about the sections configured as Contextual and how the content can be added under such sections).
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The Action Details page is displayed. You can choose 'Always Route', which routes the content to users of all types, or you can add criteria to narrow the pool of users who will be able to see the newly added content. You are able to can add multiple criteria, with simple or complex logic, based on values of attributes and other process variables that you have defined.
In this example, you want only users who are in the Services company and who are located in California or New York to see the new content.
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