Attaching Processes to a Contact

Before an 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. can be executed, the process must be attached to selected Contact Records. One record can have multiple processes assigned to it. GoldMine stores the attached processes on the Processes tab. Build your processes in the Automated Processes Center, then manually attach a process to a record.

To Attach Processes to a Single Contact Record

1.

Right-click in the Processes tab and select Attach a Process. The Attach an Automated Process dialog appears.

2.

Select the process to add from the Code and Process Name list.

3.

Select Attaching User from the drop-down list.

4.

Click OK to attach the process and continue.

To Attach Processes to Multiple Contact Records

1.

Select Tools > Automated Processes > Execute Processes.

The Automated Processes Execution dialog opens.

2.

Select one of the following:

○ Scan current contact. GoldMine processes only the active contact, then returns to an idle mode.

○ Scan a group of contact. Select ALL Contact Records! or a filter or group as the basis for selecting contacts. GoldMine processes the contacts in the filter or group, then returns to idle mode.

3.

GoldMine scans to evaluate and execute attached processes. In the Scan Method area, select from the following:

○ Scan once. Executes the process as you attach it.

○ Scan continuously. Scans the database continuously as configured in the Server Agents Administrator.

○ Do not scan. Attaches the process, but does not evaluate it for execution (available only when selecting Attach Process to selected contacts).

4.

Select Attach Process to selected contacts to select the process to be attached from the drop-down list.

5.

Click Process. The Process Monitor opens, processing the attachments and the events triggered.