Conditional quickstart processes
The Conditional quickstart feature allows you to start a process from a CMS items list. For example, when you want to send mailings from your contacts list.
On the Process Settings page, a new tab is now available, allowing you to define CMS entities and establish the rules based on which a process can be initiated.
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"Avalable entities dropdown - allows you to add/remove Entities to the process qiuck start
Settings wheel" icon- allows you to manage the selction conditions for the process to be started (e.g. only allow to start a mailing, if the contacts selected all have "email allowed" = "yes")
"Delete" icon - will remove Entity from the quick process start
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By clicking on the settings "wheel" you will get to the preconditions side drawer for the corresponding CMS entity where you can set needed preconditions for quick process start (don't forget to save the changes).
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Now you can navigate to the entities list and try to start process
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In case your selection meets with process quickstart conditions, you will be able to start the process, otherwise, the process will be marked in the "Not Available" section. To check the conditions you can check the tooltip on the right-hand side of the process name and check its requirements.
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