Creating Processes

Create, clone, or modify 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. processes with the GoldMine Automated Processes Wizard.

NOTE: Planning is key. Take time to determine what you want to accomplish, how the triggers and actions work together for each preemptive or sequential event, and how the series of events, the process, will fit together.

1. Select Tools > Automated Processes > Manage Processes. The Automated Processes Center appears.
2. From the drop-down list, select the User who owns this Automated Process.
3. Right-click Automated Processes in the left pane and select New, or click the New Automated Process button.

The Welcome to the Automated Process Wizard dialog appears.

4. In the Process Name text box, type a descriptive name.
5. Type or select the Process Code from the F2 LookupClosed Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.
6. Select the Owner. By default, the user name selected in the Automated Process Center displays.
7. Click Nextto open the GoldMine Automated Process Wizard: Options dialog.
8. Select one of the following options:

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

NOTE: If two duplicate contact records are merged that already have automated processes attached, both processes will be attached to the merged contact record, regardless of whether the above check box was selected.

○ 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 a group of contacts: Prevents GoldMine from executing a process attached to a single contact record. This option is useful to restrict process execution to a specific system. Example: if a print action requires a designated workstation printer, selecting this option and Execute this process immediately upon attachment prevents the printing process from running from any other workstation.

○ Restart this process each time that it ends: Reattaches the process as soon as the processing of the process completes.

○ Allow users to attach this process: Permits other users to select and attach the process.

○ Attach this process to all new contact records: Automatically attaches the process to each new contact record. Apply only to one Automated Process (can only be applied to one Automated Process).

9. Click Nextto open the GoldMine Automated Process Wizard: Events dialog.

Select one of the following options:

○ SeqClosed Sequence ordered number for each event in an Automated Process. The sequence number begins with either P for a Preemptive event or S for a Sequential event. Each event is processed in order based on the sequence number. (Sequence): Sequence ordered number for each event in an Automated Process. The sequence number begins with is either P for a Preemptive event or S for a Sequential event. Each event is processed in order based on the sequence number.

○ 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.: 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 an action and a trigger. An Automated Process consists of a sequence of two or more events.

○ TriggerClosed A predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action.: A predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action.

○ ActionClosed The Automated Process action is the activity performed when triggered.: The Automated Process action is the activity performed when triggered) for each event. While creating a new track, the display is empty.

10. Select from the following:

○ New. Opens a blank Event Properties dialog, and lets you create an event.

○ Delete. Deletes the selected.

○ Edit. The Event Properties dialog displays the selected event's settings. Edit and save.

11. Click OKto open the GoldMine Automated Process Wizard: Events dialog.
12. Click New to add another event, or when you finish adding events. Click Next.
13. Click Finish. For the Automated Process to work, attach the process and process the process.