Automated Processes Center Components

Toolbar

The Automated Processes Center toolbar has the following buttons:

New Automated ProcessClosed 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.

New EventClosed Step-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events.. Creates a new event.

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 MenuClosed 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.