Process Button Block

(Available on live sites on 2025-07-25)

This block places a button on a page to call a dynamic process in a popup (modal) window.

The block can be used on home pages, case profiles, and many other places.

Context is important. An Add Case Note button on a case profile works great, but the same on a home page will not work because you won't be prompted to select a case. Experiment and test.

Example of two blocks at the top of a case profile:

Example of three blocks on a home page:

The same home page viewed on a phone:

Configuration Options

• Button Label. Just what it sounds like.
• Select the dynamic process to use (required). A dropdown list of dynamic processes.

On a case profile:

• Editable Dispositions and Start Aux Process. Not designed to be used with this block. You can use these to display a header-looking element, but the clickable text will the vague and confusing text "Process Block".