•  Preface
•  Process Central
  •  Using ActiveVOS Central
  •  What is an ActiveVOS Task?
    •  Navigating in the Tasks View
    •  Refreshing Your Task List
    •  About Users and Administrators
    •  Claiming and Performing Other Actions for a Task
    •  Responses, Comments, and Attachments
    •  Completing a Task
    •  Assigning a Task to Another User
    •  Deadlines: What Happens When a Task is Overdue
    •  Reading and Removing Notifications
    •  Viewing Task History
    •  Viewing Task Details
    •  Using an RSS Feed
    •  Vacation Delegation Settings
  •  Making Requests
    •  Submitting a Request
  •  Viewing Reports
•  Guides Overview
  •  Guide Aea on Your User's Pages
  •  Using the DesignHome
    •  Guides List Area
    •  Guide Home Toolbar
    •  Details Area
    •  Customizing Themes
    •  Usage Area
  •  Creating Guides and Processes
    •  Navigating the Tree
  •  Setting Guide Properties
    •  General Tab
    •  Outcomes Tab
    •  Fields Tab
    •  Advanced Properties
  •  Creating and Editing Steps
    •  Step Common Features
    •  Guide Screen Editor
    •  Service Call Step
    •  Data Decision Steps
    •  Embedded Guide Step
    •  End/Milestone Step
    •  Jump Step
    •  Screen Step
  •  Handling Data
    •  Inserting Fields Using Picklists
    •  Entering Fields as Text
    •  Related Object Fields
    •  Setting Data in Steps
    •  Setting Source Values
  •  Embedded Guide Step
    •  Embedding and Embedded Field Relationships
    •  An Embedded Example
  •  Introduction to Data Types and Field Properties
    •  Using Fields in Steps
    •  Using Fields in Embedded Steps
    •  Types of Data and Field Properties
    •  Selecting and Displaying Objects
    •  Using the Field Properties Dialog
    •  Displaying Columns
    •  Navigating in Process Central
•  Process Designer Tutorial
  •  Lesson 1: Creating a Guide
    •  Part 1: First Steps
    •  Part 2: Beginning the Guide The First Step
    •  Part 3: Adding the New opportunities identified Screen Step
    •  Part 4: Adding the Create new opportunity Service Call Step
    •  Part 5: Adding the Create a follow-up action item Screen Step
    •  Part 6: Adding the "Create a follow-up action item" Service Call Step
    •  Part 7: Creating an End Step
    •  Part 8: Adding a Jump State
    •  Part 9: Adding the Find existing contacts Service Call Step
  •  Lesson 2: Simulating Your Guide
  •  Lesson 3: Saving and Publishing Your Guide
  •  Lesson 4: Running Your Guide
  •  Exercises
    •  Exercise 1: Adding the Click continue to begin Screen Step
    •  Exercise 2: Adding the Click continue after your verification Step
    •  Exercise 3: Adding the Do you have a new contact to Enter? Step
    •  Exercise 4 Do you want to add another contact Screen Step
    •  Exercise 5: Adding the Add another opportunity Screen Step
    •  Exercise 6: Adding the Create a follow-up action item step
    •  Exercise 7: Adding the Assign someone a follow-up action item
    •  Exercise 8: Adding Additional Follow-up Actions Items
•  For Administrators
  •  Adding a Role Name to Identity Service
  •  Showing and Hiding Process Central Components
  •  Setting Features in the app-config.xml File

Preface

Setting Features in the app-config.xml File

CAI_GUIDE

GUIDE_DESIGN_HELP

CAI_GUIDE_START_GENERAL

CAI_GUIDE_START_OUTCOMES

CAI_GUIDE_START_FIELDS

CAI_GUIDE_START_ADV

CAI_GUIDE_END

CAI_GUIDE_EMBED