Obscure Dynamic Process Options

Show Process Link in Module Process

Controls whether an intake process link will show up in the sidebar while doing an intake. No selection, or "No", is recommended.

Show Process Link in Module Profile

Determines whether a process displays a link on the corresponding module's static section front. This field can generally be left at the default, no selection. The exception is the Quick Case Copy process in the Case/Matter module. This field should be set to No for that process so that it does not appear on the static home page or Cases section front.