Filing changes in Arena is just as easy as creating and updating Arena quality processes with the "Arena: Create Change" steptype. Use this steptype to automatically pull information from your support ticket or record, and populate fields on Changes filed in Arena.
Title
The title appears in Sidekick when your team reaches this step in the flow. Use this field to describe what type of change you want to file in Arena and why.
Automatically Complete Step when Created?
Check this box to immediately create the Change in Arena when your team reaches this step. If checked your team won't have the chance to make edits manually, so you'll need to fully build out this steptype in Flow Builder.
Title
Enter the title for the new Change in Arena here. You can enter text or use a FlowEQ-variable with the ➕ button to pull in data from your CRM and other integrated systems.
Description
Similar to the Title field you can enter any text you want, use a FlowEQ variable with the ➕ button to pull in data from other systems, or both.
Category
Sets the Category of the new Change in Arena. Your given category should exactly match any category types you have set up in Arena 1:1.
Prefix
Similar to Category, use this field to set the appropriate prefix for the new Change created in Arena. The given prefix will have to match what you have set up in Arena 1:1.
Comments
0 comments
Article is closed for comments.