Process Button Block

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 before releasing a button to your hapless users.

Modal windows are fine for shorter forms, but may be somewhat confusing to scroll through for long or complex forms. 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".