Start a Process with Existing Data

Sometimes you need to start a process on data that was already stored as part of an earlier process.

For example, you may have a ‘Add Client Info’ process, that stores a client’s Name, telephone and email. Now, suppose you wanted to change that same info.

You can do that by selecting the ‘Add Client Info’ from the ‘Start’ tab of your Process Inbox, but click on ‘Start with existing’:


You’ll be presented with a screen with all fields such as email, name etc. that comprised the original form – check the fields you want to see, click the ‘[search]’ button in the toolbar.
Select the row for the client you need to change
Press the [Next.jpg] arrow in the toolbar.