Works with latest WEBCON BPS version
The Sales activity application is built from three processes:
If the date of the activity is different than today, the system will register this activity as planned. On the activities list, the user can make notes from the meeting, canceled a planned meeting or change its date.
All planned meetings can also be viewed in the Activities list by selecting the Planned view.
The saved client is in the Active step in the process. By entering its card you can quickly check recent activity, contact persons, notes or attachments.
With the application we have three basic reports:
How can I remove a person from the list?
After opening a client’s card just click the “Mark as active” button.
How is the path available on the activity registration hidden?
Depending on the Data of activity field value, the form rule hides or shows all available paths. In the rule definition in the Usages path you can check when the rule is activated. In our case, the rule runs when the value of the Date of activity field changes and appears as a global form template.
Why the form rules are activated also as the global form template?
When we hide or show information, depending on the form field value change, the rule receives this value only our interaction with the form. For the rules to run when the form is open (when the page loads), we must use this rule.