Executing Processes

Execute a process for a single contact, a group of records based on a filter or group, or for all contacts. Execute a track manually whenever necessary, or set GoldMine to scan the database continuously, or use the 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. Server Agent.

Select Tools > Automated Processes > Execute Processes.

The Automated Processes Execution dialog box appears.

Select one of the following:

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

○ Scan a group of contacts. Select ALL Contact Records, or select a filter or group from the drop-down list.

In the Scan Method area, select one:

○ Scan once. GoldMine scans the contact database, or the contacts selected by a filter or group, and processes all processes. When complete, it returns to an idle mode, unless you have the Automated Processes Server Agent running. If running, the Automated Process scans again in the time frame designated.

○ Scan continuously. GoldMine scans the contact database and processes all processes, then repeats the process continuously. This allows you to set up a workstation on the network that continuously scans for triggered events and immediately performs the event actions. It can be interrupted by selecting Stop in the GoldMine Process Monitor dialog box.

NOTE: The option Do not scan is available only when you select Attach Process to selected contacts, which lets you attach processes without scanning the database for processes to execute.

In the Options area, configure:

○ Max Events. Maximum number of events (up to 99,999) to be processed during this scan.

○ Max Contact. Maximum number of contact records (up to 99,999) evaluated.

TIP: To control the number of letters printed at one time, set the Max Contact to process only 25 records per day, or queue the print job to print manually or in off hours using the Print/Fax Server Agent.

○ Time. Sets a time to start processing the track. Use this option to take advantage of periods of lower demand to run the process. To set the time using the graphical clock, press F2.

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

Click Process. The Process Monitor appears, displaying the number of contacts scanned and triggered.