How do you pass the current record id to a manual business process?
I'm new to BPM and I been playing around with the BPM functionality and was wondering how to do something that should be simple to do, but i can't seem to figure it out.
Is it possible to pass the currently selected record id to a manual process. I feel i'm missing something basic. In my case I'm working with accounts.
I would like to run a process agaisnt the current record selected in a list or from within the current record detail. What the trick?
I can get my process to show up in the dropdown "Run Process", but how do I get the record ID to be used inside of my process? Formula? Read Account?
Thanks
John
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Dear John,
You can't make the process run for the selected record within simple business process element. It needs some additional implementation. Here is the article from our development guide on how to run a process from the client module i.e. for the selected record: https://academy.bpmonline.com/documents/technic-sdk/7-8/how-run-process-client-module
Please use this example to make the manual process run against the current record selected in the list.
Best regards,
Lily
Hi John,
You have to use "Signal" from Start event and then configure Account as object in start event, After selecting a object there will be option apear like,
Which event should trigger the signal?