Process Management

6 min

Overview:

The Process is a core organizational element within Ameyo's System Configuration hierarchy. Processes act as top-level containers for organizing and scoping system resources. All subsequent configurations, including campaigns, user assignments, and various settings, are created and contained within a specific Process. This section details the steps for creating, modifying, and deleting a Process.

Key Benefits:

Hierarchical Organization: Provides a logical structure for managing various business units or workflows.

Resource Scoping: Campaigns, users, and settings are confined to their respective Process, simplifying administration.

Data Integration Control: Allows for specific CRM integration and data propagation rules (e.g., lead/customer removal) to be set at the container level.

Functionality:

A Process serves as the foundational layer of the system setup. It links to a Table Definition (which defines the data schema) and controls how data deletion is propagated to an integrated CRM system.

Core Process Attributes:

Attribute	Description	Modifiable After Creation?
Process Name	A unique, identifying name for the Process.	Yes
Description	A short explanation of the Process's purpose.	Yes
Process Type	The operational type of the Process, selected from a dropdown.	Yes
Table Definition	The data structure (table schema) associated with the Process.	No (Fixed at creation)

Prerequisites:

Administrator Access: Required to access and modify System Configuration.

Table Definition: The required Table Definition must exist in the system before a new Process can be created.

Usage Instructions:

Create a Process

Follow these steps to create a new process:

Click 'Add' on the Process tab to open the Create Process dialog.

Fill in the following mandatory fields:

Process Name: Enter a unique name.

Description: Provide a short explanation.

Process Type: Select the appropriate type from the dropdown.

Table Definition: Associate a table definition with the process.

Click 'Done' to save. The new process will now appear in the Process list.

Modify a Process

Follow these steps to update an existing process's details or integration settings:

Select the desired process from the left panel. Its configuration fields will populate on the right.

Update non-fixed fields such as Process Name and Description.

Configure CRM and Propagation Options (if required):

CRM Properties URL: Enter the CRM properties URL for the process.

Example: http://<IP_Address_Domain_AppServer>:8786/<CRM_Name>/crmprops

Propagate Lead Removal: Check this option to ensure leads are deleted in both Ameyo and the linked CRM when removed.

Propagate Customer Removal: Check this option to ensure customer numbers are deleted in both Ameyo and the linked CRM when removed.

Click 'Apply' to commit the changes, or click 'Refresh' to discard any unsaved modifications.

Note: If you need to change the Table Definition, you must delete the existing Process and recreate it, as this field is locked after initial creation.

Delete a Process

Follow these steps to permanently remove a process:

Select the process you wish to delete from the list.

Click the delete icon (trash can). A confirmation dialog will appear.

Click 'Yes' to confirm and permanently delete the process, or click 'No' to cancel the operation.

Important Considerations for Deletion:

Deleting a process is permanent.

The system-assigned numeric ID for the deleted process is consumed and cannot be reused for new processes.

Campaign Configuration: Campaigns are created and contained within a Process.

Table Definition: The master data schema used by the Process, configured in a separate module.

User Management: User assignments and roles are typically tied to the Process hierarchy.

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