Process Options Update

The 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. Options allows you to determine when and how processes attach and execute.

■ 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.