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Common / General Settings

Overview

Configure common process settings such as the process name, execution type, and action type.

Configuration Items

The General tab of common process settings, used to configure the name, execution type, and other settings

Field Name Description
Name Set an arbitrary process name.
Display Name Set the name displayed on the button added by the process feature.
Screen Type Set the screen on which the button added by the process feature is displayed. 1
Current Status Set the status to be managed by the process. 2
Status After Change Set the status to update to after the process runs. 2
Description Enter a description of the configured process feature.
Tooltip Set the tooltip displayed on the button added by the process feature.
Icon Set the icon displayed on the button added by the process feature. 3
Confirmation Message Set the message displayed when the button added by the process feature is clicked.
Success Message Set the message displayed after the process runs. 4
OnClick Set the script to run when the button added by the process feature is clicked. 5
Execution Type Set how the process feature is executed.
Action Type Set the type of action for the button added by the process feature.
Behavior After Status Change Set the screen transition behavior after clicking the button configured by the process feature.
Allow Bulk Processing When checked, allows bulk processing of multiple records from the list screen.
Disabled When checked, temporarily disables this process.

Execution Type

Configure how the process feature is executed. The default value is Added Button.

Choice Description
Added Button Runs from the button added by the process feature.
Create or Update Runs from the standard Create/Update button. In this case, no button is added by the process feature.
Added Button / Create or Update Runs when the execution type is "Added Button" or "Create or Update" and the action type is "Save." In this case, no button is added by the process feature.

Action Type

Configure the type of action for the button added by the process feature. This is active when the execution type includes "Added Button." Select from "Save," "Postback," or "None." The default value is Save.

Choice Description
Save Select this if you want to perform an update.
Postback Select this if you want to perform server-side processing without an update. Example: Running only a server script when the button is clicked.
None Select this if you want to perform client-side processing without an update. Example: Running only a script when the button is clicked.

Behavior After Status Change

Configure the screen transition behavior after clicking the button configured by the process feature. If the execution type is "Create New," any setting other than "(Blank)" is ignored. Likewise, if the action type is "Postback" or "None," any setting other than "(Blank)" is ignored. Select from "(Blank)" or "Return to List Screen." The default value is Blank.

Choice Description
(Blank) Default setting. Displays the updated record as-is on the edit screen.
Return to List Screen Displays the list screen. The list screen is shown even if the status value does not change.

Allow Bulk Processing

When checked, allows bulk processing of multiple records from the list screen.

  1. All processes with this checked and to which the user has access are displayed.

    The list screen showing the processes available for bulk processing

  2. Selecting a specific process enters execution mode. Records are narrowed down according to the process's conditions.

    The list screen in execution mode after selecting a process, narrowed down by conditions

  3. From version 1.5.2.0 onward, you can narrow down records using the filter at the top of the list screen.

Limitations

  1. Even if "Allow Bulk Processing" is checked, bulk processing is not available if input validation other than Required Input is specified.
  2. If the execution type is set to "Added Button / Create or Update," input validation does not function.
  3. If a script is set for OnClick, the "Save" and "Postback" action types do not function.
  4. If using filters in the list header menu is enabled, hovering over the header on the bulk processing screen for Process displays filter items, but they do not function as a filter.
  5. If both "Behavior After Status Change" and the Editor's Action After Update are configured, the "Behavior After Status Change" setting takes priority.

Supported Versions

Supported Version Details
1.4.10.0 and later Added "Value Function Operation" to change types
Added Cc and Bcc to email notification recipients
1.4.11.0 and later Added "Added Button / Create or Update" to execution types
Added an icon setting to the General tab of common settings
1.4.23.0 and later Added "Behavior After Status Change"
1.5.1.0 and later Added "Disabled" to the General tab of common settings
1.5.2.0 and later Added the ability to narrow down records using filters on the list screen during bulk processing execution

  1. This setting is only active when the action type is "Added Button." Select either "Create New" or "Edit." (Default: Edit) ↩

  2. The button is displayed according to the status. Specifying "*" displays the button for all statuses. ↩↩

  3. Set the name of a jQuery icon. If left blank, "ui-icon-disk" is displayed.
    https://api.jqueryui.com/resources/icons-list.html ↩

  4. Specifying a field name enclosed in square brackets ([]) lets you set the message dynamically.

    Submitted. Requested Amount: [Amount]
     ↩

  5. If a script is set for OnClick, the "Save" and "Postback" action types do not function. ↩