Process Management

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 related features/modules 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