Processes are a sequence of actions that are run by clicking a button on a dashboard. Processes are created by Workspace administrators.
Only some actions can be included in processes:
Can be included in a process | Cannot be included in a process |
Delete from List using Selection | Assign |
Import | Create |
Export | Copy Branch |
Order List | Delete Branch |
Open Dashboard | |
Assign Only |
If an action fails, the process stops to prevent data loss or data inconsistency.