How to use FlowEQ to update Quality Process steps in Arena
Beyond using FlowEQ to file new complaints and quality processes from your CRM, you can also use the Arena: Update Quality Process to edit and add more details to existing processes.
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.
The title appears in Sidekick when your team reaches this step. If your team is using this step to add specific details to a quality process, we recommend summarizing those details here.
Check this box to immediately update the quality process when your team reaches this step. Your team will not have a chance to update any details manually so you’ll need to fully configure the steptype in Flow Builder.
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.
Enter the actual values you want to be written into the specified Attribute field.You can hard code the values, or use the button to pull data as a variable from your CRM ticket fields and other FlowEQ-connected systems, or both.
Check this box to make this field appear as read/write in Sidekick, allowing your team to make changes if needed. If left unchecked, the field will remain read-only.
Check this box to make filling out the specified field compulsory. If checked, your team will not be able to advance to the next step in the Flow unless this field is filled.