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The following actions can be done in a configuration process revision using Manage Business Process Rules:
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Each of these processes begins by creating a configuration process revision. In some cases a Content Revision must have been created and applied before using the new content in a Configuration Process revision.
Step 1 - Create a
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Process Revision
To create a Configuration Process Revision, click the Menu Icon and select Add/Update Revision under Manage Revisions.
| Add/Update Revision |
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From this screen, a System Setup page, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the screen page if they wish to create a brand new revision.
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Step 2 - Manage Business Process
From a Configuration Process Revision, System Setup Administrative Users are able to manage the business process.
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The business process can be accessed through the Manage Business Process Rules tile on the left hand side of the screenpage.
| Revision Configuration |
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From this screenpage, System Setup Administrative Users can see every step of the Onboarding onboarding process and all content that is currently being displayed for that step. System Setup Administrative Users are able to add or modify content to the business process and chose what each user role will see during their Onboarding onboarding process.
How do I add content to my Business Process?
On the Define Business Process Rules page, under the desired step, press the add button to attach content to that step in the Onboarding onboarding process. The sections that have an 'Add' button are the sections that you are able to upload as many pieces of content as you would like. To add content to a section without an 'Add' button, a System Setup an Administrative User will need to do so by adding Contextual Content (see below).
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Click the Process Variable lookup icon.
| Manage RevisionProcess Variable |
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Select the Company Attribute ID.
| Manage RevisionCompany Attribute ID |
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Select the Operator.
| Manage RevisionOperator |
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Click the Value/Process Variable lookup icon.
| Manage RevisionValue/Process Variable |
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| Manage Revision |
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Select the the Services company company.
| Manage RevisionSelect Company Value |
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Click Click Add to to add another criteria row.
| Manage RevisionAdd Row |
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Select the logical operator for this criteria. In this example, select And. Click the lookup icon for Process Variable.
| Manage RevisionLogical Operator |
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Select Location Attribute ID from the list.
| Manage RevisionLocation Attribute ID |
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Select In for the Operator, then click List of Values.
| Manage RevisionOperator |
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Click Add Attribute(s).
| Manage RevisionAdd Attribute(s) |
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Select California locations.
| Manage RevisionCalifornia Locations |
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The California locations are shown. Click Add Attribute(s).
| Manage RevisionAdd Attribute(s) |
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Select the New York location.
| New York Location |
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The New York location is shown. Click OK.
| OK |
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Click Save.
| Save |
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To apply these newly added changes, make sure to select Save at the bottom of the page. This action will bring you back to the Revision Configuration page where you can continue to change your configuration or apply the revision if you are done.
| Save |
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How do I add Contextual Content to my Business Process?
To add Contextual Content, a System Setup an Administrative User must be in an active Configuration Process Revision, and navigate to the Revision Configuration page.
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To see the newly added content, select Edit under the Manage Business Process Rules Icon on the left hand side of the screenpage.
| Revision Configuration |
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Attach Category Driven Content to Homepage
From a Configuration Process Revision, System Setup Administrative Users are able to attach content to Homepage Configuration. To see an in-depth guide on how to add both category driven and non category driven content, click here. By default there are 5 Attributes that allow you to add or edit Homepage Content.
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Select OK and Save on the Homepage Content Revision Page to apply the changes. Make sure to apply the revision once you are all done with the current Configuration Process Revision so that your newly added category content will appear on the homepage.
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The configuration changes made will not be in effect until you 'Apply' the revision. To apply the revision, select Return to Revision Manager and select Apply at the bottom of the screenpage.
| Revision Configuration |
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