Creating Automated Processes

Create new automated processes using the Automated Process A 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. Wizard.

Click OK at the Welcome message. The Automated Processes Center opens.

○ Allow only one attachment of this process per contact. Prevents multiple attachments of the one process to a contact’s record.

○ Execute this process immediately upon attachment. Starts processing the process as soon as a user attaches the process to one or more contact records.

○ Execute this process only when scanning for processes. Prevents GoldMine from executing a process attached to a single contact record. Use to restrict process execution to a specific system.

For example, if a print action requires a special printer that is connected to one workstation, selecting this option and Execute this process immediately upon attachment prevents the printing process from running a different workstation.

○ Restart this process each time that it ends. Reattaches the process when processing for the process completes.

○ Allow users to attach this process. Lets other users attach the process.

○ Attach this process to all new contact records. Attaches the process to each new contact record. Apply to only one Automated Process.

At the radio buttons, select either:

○ Sequential. Numbered between 100 - 999, these events evaluate one at a time, starting with the lowest numbered event. The next event is not processed unless the previous event's trigger evaluates as True.

For example, if you create a process with multiple sequential events, where each event is numbered 100, 110, and 120, GoldMine evaluates event 100 but does not evaluate event 110 until the trigger for event 100 is fulfilled.

○ Preemptive. Numbered 00 - 99, these events are evaluated individually. The next preemptive event is processed, whether or not the first event is True.

At the Sequence drop-down box, type or select the Sequence number (between 100 - 999 for Sequential; 00 - 99 for Preemptive).

7.

In the Trigger A predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action. area, at the Trigger On drop-down box, select a trigger.

Depending on the trigger you select, a series of configuration options open.

8.

In the Action The Automated Process action is the activity performed when triggered. area, at the Perform Action box, select an action.

Click Options to configure the selected action.

The Automated Process Event Wizard: Additional Trigger dialog box appears. Configure using:

○ Attempt the trigger only once. If the current event is triggered, it executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, it skips the event and continues to the trigger of the next event. Example: a process includes 2 events (send a gift to contacts purchasing >$30 and print a thank-you to a contact making any purchase). Select this option to just print the thank-you letter.

NOTE: Trigger only once events function like a loop and are dependant on having an event that can escape from the loop. Therefore, make your trigger only once events preemptive; the process will be attached and when the Automatic Process is processed, the preemptive events are also processed.