This step will not be able to run if the Arena: Create Quality Process step has not previously run on the CRM record or ticket.When a quality process (a complaint for example) is created using the Arena: Create Quality Process steptype, FlowEQ will associate that complaint with the CRM record or ticket it was created from.
Step Configuration
In addition to the general step configuration options, this step has the following specific options that can be configured.Hide Attachment options?
If all you need is field data passed from your CRM into Arena, check this box to hide the prompt for your team to upload files. Leave this box unchecked if you want your team to upload files like PDF documents or photos.Template
Use this field to select the type of quality process in Arena you wish to update. For example, complaint or CAPA.Step Updates — update step assignee / due date / Completion
Use this table to specify if you want to update the Assignee, Due Date, or mark the step as Completed for the selected Quality Process step in Arena.Order
Use this field to set the order in which the Arena fields will be displayed in Sidekick.Step to Update
Chose the specific step you wish to update within the selected Quality Process Template.Update Field
Choose either Assignee, Due Date, or Completed.Value
This column will vary based on the Update Field selected.- If Assignee is selected, a list of users is available. You can choose the name of the Arena user you wish to assign the step to.
- If Due Date is selected, enter the due date you wish to set for the step.
- If Completed is selected, you can toggle the checkbox to mark the step as completed.