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Start processes manually
Processes can be started manually only by users who have the “Start processes” user right. This right makes the entry visible in the Actions bar for properties, contacts and e-mails etc. Clicking on the entry opens the “Start process” popup.
Use the Process template item to select the appropriate template. To do this, enter part of the template name and select correct template.
In the Responsibility field, enter the user responsible for the process.
If an contact or property reference is already required at the beginning of a process, enter the corresponding names and select the contact or property. If you have created the process from a data set, the link to this data set is already predefined.
To start the process, click the “Start Process” button.
Processes with the process step Autostart can also be started manually like any other process.
Automatic process start
To start an automatic process, the start parameters set in the template must be met. Thus, a process template that has the Activity and e-mail autostart parameters can never start a process with the Activity and System start parameters. Only when all previously set parameters match, the process is started.
After you have started the process manually or the process has been started automatically, this icon will tell you when a process step is pending for your user. This signals to you that a process is running and that a process step must be performed by you. Clicking on this icon will take you to the list view of running processes.