Creating a process

Info

Admin: As an administrator, you can create new processes (Group) for contacts like a company or person, if required. The same procedure applies if you wish to create new processes (Type or Case) for service cases. Only a JustRelate CRM customizer can create processes for project folders and sales cases.

Note: You can copy existing classes and adapt the given entries to the new contact category.

  1. Open the Administration / Process definition menu.
  2. Switch to the General subform.
  3. Select a process of the respective class type (e.g., PSA_PRS, PSA_ORG or PSA_SVC) that comes closest to the new process or category.
  4. Select the standard Duplicate record command to reassign process statuses and standard activities after­ copying the record. This ensures that the correct dialog definition is adopted.
  5. Overwrite the entry in the Process field.
  6. Assign a unique Identifier.
  7. For process statuses and standard activities, proceed as described above.
  8. Create at least one status for the new process.
  9. Save the record!

You can now select the new category in the respective form from the Group field (at contacts) or from the Type/Case (at service cases).

Attention

Attention: The new process needs to have at least one status.