Custom Processes
Purpose
Custom Process is an integral part of Automation. It enables you to add specialized actions specific to your organization processes. Use processes to change data, send notifications and make several actions written by script.
Process structure
![](../__attachments/3329196037/image-20220602-122610.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
Object Name and Process Name
List of available triggers
List of criteria to meet the required conditions to trigger a process
Instrument to add placeholder or link into notification body
Push subject and body template
How to setup Process?
To create Process it is necessary to have permissions to view, create and modify Processes.
Click here to view more about profile configuration.
Go to settings with gear icon → Processes,
Click + icon located on the right side,
Select Object Name and name the process
Choose trigger - when process starts
Add Criteria to filter Object Records suitable for process
Select Actions to run
Click Save
If you entered more than one criteria action will be triggered if ALL criteria are matched. Criteria are combined via the "AND" parameter.
Process have to be activated to work.
Unsure that email templates using in the process are also active.
Trigger Types
To execute the process it is necessary to select an Action or time when process have to be started. There are different actions which needs to be configured in order for the process to be triggered. See the list of triggers below.
Pre-Create | Post-Create |
---|---|
Process will be executed before a new record is created | Process will be executed when a new record is created |
Pre-Update | Post-Update |
Process will be executed before an existing record edition is applied | Process will be executed when an existing record is edited |
For Update triggers it is possible to identify field(s) which must be updated to trigger the process | |
Create or Update | Based On the Date |
Process will be executed when the record is created or updated | Select the date or period of time to trigger the action using cron |
Action Types
The process includes number of action which must be executed when process met all criteria. Actions execute one by one in order they where added to the process. There are four different actions - Send Notification, run script, update field or send exception. Some of the actions must be configured individually. i.e. for Notifications you need to configure Notification Template first, for Script you should request Luna Wealth Platform team to configure script.
Send Notification
See how to configure Notifications here.
Update Field
Select the field which must be updated and its value.
Please note that it is possible to change only fields of the selected Object. It is not possible to update related object fields.
Send Exception
Exception uses on pre-create and pre-update triggers to stop the creation or edition then record meets criteria. For exception text message is required.
Run script
When several actions must be applied including object creation or creation or edition of the related objects it’s necessary to create the script.
To create the script please contact Luna Wealth Develop Team.
Why the process is not working?
If you created Process and it is not working please unsure that:
the process is active
you selected the correct trigger
record(s) is matched with ALL criteria according to the pattern
If related action is notification - notification template is active
If all checks are done and process is not working, please contact Support.