¶ Procedures
A procedure on Chakra is created to perform some series of tasks in some certain order. Every procedure has its own fields/parameters/attributes defined and corresponding tasks as per the roles.
¶ Creating Procedure
We can create the procedure by following the below steps:
- Go to Admin --> Procedures
- Click on 'Add Procedure'
- Add the name , shortid, entity (select the entity from the dropdown least to which the new procedure has to be created). Refer to this doc for entities
- Add the attributes, states for that procedure and mention the default start state and completed start. It is manadatory to define the start and completed state while creating the procedure. This cannot be changed later.
- You can map the existing roles to the procedure by selecting the roles from the dropdown given in the roles section or can create new roles from the Create New Roles option
- Add the Primary Identifier i.e the attribute which will be visible in the lead and can have duplicate values suppose customer name. When you open the lead the attribute which will be visible under the customer section will be the name.
- Add the Primary Key i.e the attribute which will be the unique identifier of the leads.
- The mandatory fields to be filled to create a procedure are Name, ShortId, Entity, Attributes, States, Default Start State, Default Completed State, and Primary Identifier.
¶ List of Procedures
You can view the list of procedures by the below steps:
- Go to Admin --> Procedures
- Here the list of all the procedures will be visible
