To start testing the workflow you need to start the 'Contract ending' process.

This process should get all contracts that end within 90 days

But at the moment it pulls the contract where the contact person is Hyper Coaches

Currently, this process takes two contracts. Then it starts the End of lease process for the first one and the Guaranteed Buy-Back process for the second contract.

This process is started by the Contract ending process.

In the first manual task, you should enter all the necessary details

Most of the fields will be automatically filled in by the Contract ending process.

AOM Owner - here you should select your account. The account that is selected here will receive all test emails.

Contract options - all options except the 'No letter required' will push the process flow forward,

'No letter required' - if this option is selected the process will be completed after the task is marked as done.

Reminder duration (days) - this is an optional field, here you decide when the customer receives a reminder letter if the form is not filled in. For now, the default delay is 5 minutes, so if the form is not submitted after 5 minutes, you will receive a reminder with the same link.

After the task is submitted, you will receive an email with the form where you can choose a contact decision

The customer`s answer in the form will decide the flow of the form.

If the customer ignores the form, then the reminder is sent with the same form link.

If that email is also ignored (for now the delay is 15 minutes), the task to call the customer will appear.

The task will appear until the customer chooses the contract option.



for this option, you have to choose a return location and return date

After the form is submitted the status of the contract becomes 'vehicle return'

You will also receive information about the return location to the test email address (AOM owner)

After this email, there should be a 3-day delay (now it`s 1 minute for testing purposes)

After three days the customer receives a reminder letter -

After this email, there will be a set period of time (now it`s 5 minutes) for the customer to return the vehicle.

If during this period the 'Returned?' property is set to 'Yes' - the process will be finished

If the customer didn`t return the vehicle in this time period and the delivery location and business partner are the same then the dealer notification will be sent (template not ready)

Then the customer will receive a 'reschedule' email (template missing) and the previous location and date or return will be deleted from the process.

If the customer doesn`t reschedule via email, a manual task will pop up that will ask someone to contact the customer to reschedule.

The 'reschedule' reminder emails and tasks to call the customer will be executed until the vehicle is returned (the 'Returned?' property should be yes for the process to finish).

For this option the customer has to choose an extension period and enter the mileage.

After the form is submitted the customer receives a confirmation email

The Alfa notification is also sent

After that, the process finishes.

If the customer chooses the 'purchase' option the two emails are sent

The confirmation email

And the Alfa notification