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Run a Process from a Table

Run a Process from a Table

Processes are actions you take on records. For example, run the “Cancel Order” process on a record(s) in the “OMS Orders” table to cancel the order(s).

  1. Access the table containing the records you want to process.
  2. Select the records you want to process by clicking the checkbox next to each record. 
    NOTE: You can select all records that are displayed by clicking the checkbox in the upper left corner:

     



    If the list of records exceeds the page limit (i.e., 20 records), a message will appear at the top indicating that you have only selected the records on this page and a link allows you to select all records. 

  3. Click the Actions button. Only processes available for the active table will display.

  4. Click on the process you want to run. Steps within the process display in the top right. For example, a process may have three steps: Setup, Review and Confirmation.

  5. Perform the necessary actions in each step and click the Next button at the bottom of the window to proceed through the process.
  6. At the final step, click Done to return to the table.