Automated Processes Center Components
Toolbar
The Automated Processes Center toolbar has the following buttons:
■ New 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.. Creates a new automated process.
■ Clone New Process. Clones an automated process.
■ Delete. Delete the Automated Process
■ Properties.
■ Move Event Up. Moves the event up the list.
■ Move Event Down. Moves the event down the list.
■ Execute Automated Process. Executes the automated process.
Event Local Menu
The Event Local Menu Also known as a shortcut menu, the local menu provides quick access to a set of commands affecting only the current browse window, tab, or pane. contains the following commands:
■ Refresh. Updates the selected Automated Process or event display.
■ Refresh All. Updates the display of all Automated Processes and events for the selected User.
■ Expand. Displays all items contained under the selected Automated Process.
■ Move Up. Moves the selected event up by one line.
■ Move Down. Moves the selected event down by one line.
■ New. Displays the GoldMine Automated Process Event Wizard, from which you can create an event.
■ Delete. Deletes the selected event.
■ Properties. Displays the GoldMine Automated Process Event Wizard, from which you can make changes to the selected event.
Process Local Menu
■ Refresh. Updates the selected Automated Process or event display.
■ Refresh All. Updates the display of all Automated Processes and events for the selected user.
■ Expand. Displays all items contained under the selected Automated Process.
■ New. Displays the GoldMine Automated Processes Wizard. Use to create a process.
■ Clone. Displays the GoldMine Automated Processes Wizard. Use to create a copy of the selected Automated Process.
■ Delete. Deletes the selected process.
■ Properties. Displays the GoldMine Automated Processes Wizard to enable you to edit the process.