Configure the Start Process Action Button with a Pre-process Edit Data Form
The pre-process edit form is meant to as a way for end users to modify parameter values that typically change with each business process instance run. The PreProcessEditForm should be set to an Edit Data Form which has been built to save parameter values to the parameter set table or other related parameter tables.
Figure: Add a parameter set for the Print Membership Cards process
Here is an example of a business process named "Print Membership Cards" that comes with Blackbaud CRM. A new parameter set is added prior to starting the business process.
After the parameter set is saved to the database a Start process button is selected, the action has been configured to display the pre-process edit form prior to starting the process. The pre-process edit form allows the user to modify parameter values that change with each business process run.
Figure: Configure the Start process action button's PreProcessEditForm property
Below a pre-process edit form allows an end user to name and create a constituent selection from the results of the business process. After the pre-process edit form saves the settings to the database, the action will launch the BP and navigate the end user to the status page.
Figure: An example of a pre-process edit form