Automated Processes Components

The following is a list of the automated process components.

■ Processes. This is a sequence of two or more events used as the step-by-step instructions GoldMine evaluates to perform a defined series of activities. Also known as an automated process. You can link several events to form a process.

■ Events. An automated process consists of a sequence of one or more events. An event refers to the step-by-step instructions contained in an Automated ProcessA sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. or process GoldMine evaluates to perform a series of activities. An event consists of a trigger and an action. Events within each process perform an action when triggered by a condition.

■ ActionThe Automated Process action is the activity performed when triggered.. Each Automated Process event has a triggered action. The trigger is evaluated and if the criteria is met, the event's action is performed.

■ TriggerA predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action.. Each Automated Process event is processed based on a trigger. The trigger evaluates and, if the criteria is met, performs the event's action and the processing continues to the next event.

Use the Automated Processes Center to create and edit processes and events and to execute processes. Manage processes attached to contacts on each record with the Processes tab.Use the available menu options to Execute Processes and Manage Processes.