Job Processes Tab

Plan: Available: All plans

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

The Job - Processes tab provides access to automations available to run for the job.

This tab is only visible if the user belongs to a User Group with the "Run Automations from Workspace" permission enabled.

Job Processes Layout

3741_Job_Processes_tab.gif

The Job - Processes tab displays Automation Processes scheduled to be run manually and filtered on a Job View.

Each Automation displays the Title and Description of the process.

Job Processes Functions

To run a process for a job, click the Run button for the relevant automation process. You will be prompted to select the Job, with the current Job displayed by default.

Refer to Running Custom Processes.

Once the process has been run, the details will be displayed in the Job Process History tab.

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