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Revision Process Preferences

Revision Process Preferences


This option allows users to make changes to certain Smart Onboarding features through a Process Revision. The changes made to the properties through process overrides the settings configured in Product Preferences at the organization level. 

Who can access Revision Process Preferences?

Users with System Administrator and Process Administrator roles can access Revision Process Preferences.

How do you access Revision Process Preferences?

Revision Process Preferences can be accessed through a Process Revision.

Create a new Process Revision and click the "Revision Process Preferences" link on the Process Revision page.




How do you specify Revision Process Preferences?

You can specify the Revision Process Preferences to match the behavior that you would like in your system. Enter a "Preference Name" and click "Details".




Click on the lookup icon to see the list of all properties that were setup for that product.

Property Lookup



Select a property name from the list. 




Click on the dropdown to set property value. You can enable or disable the property by setting the value to 'Yes' or 'No'.

Set property value



To add more rows, click "Add Property" button.




After adding preference properties, click the "OK" button.

Add preference properties



Similarly, click '+' icon to add more revision preferences rows. Follow the above procedure to set the preference properties. 




At any given instance, you can use only one preference in the process by setting it as default. Click on the check box corresponding to the preference and save.




After the revision is applied, the changes made to the properties through Process Revision will reflect in the system. 





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