The procedure to assign an elemental action to a CRM script definition is as follows:
- Navigate to Quick Menu > CRM > Configuration > Script Definition. The CRM Script Definition Configuration window is displayed.
- Expand a script type heading from the alphabetical list and select an associated CRM script definition, or type its name into the Search Script Definition field. By default the list is filtered to show Current definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All
1.
- Click on Path. The Path tab is activated.
- Select an existing node as the branch for the new elemental action.
- Click on New Yes Element or New No Element, as required 2. The Element Attributes window is displayed.
- Enter a Label for the new element into the field provided.
- Using the Element Type drop-down field, select the option that matches the purpose of the node within the overall workflow path i.e. User Script, Information Text, Script Question, User Question, Hyperlink, Action Button, Embedded Script, Present Task Options, Finish.
- Enter the attributes of the element into the additional fields provided.. As the attributes are specific to each element type, this procedural step is covered separately in the related topics listed below.
- Click on Save. The new element appears in the graphical view, linked to the predecessor node and prefixed with the selected action i.e. Y or N.
Note
1 The Search Script Definition field will match against any element of the description.
2 System validation rules control the logical options that are available for selection, based on any other elemental action branches already linked to the specific node.
See related topics...
CRM script maintenance overview
To define the attributes of an information element
To define the attributes of a user question element
To define the attributes of a script question element
To define the attributes of an action element
To delete a node from a CRM script definition
