Commerce Process Invocation

Overview

Process Invocation creates buttons that link product catalog pages with Commerce Processes. You can generate buttons that either start a Commerce Process, open the Shopping Cart, or move items to the Favorites List.

If Commerce Processes have already been created, you can generate process invocation buttons one at a time for each catalog page. Similar to other commerce components, process invocation buttons are created in an active, pending state.

Invocation Actions can be created on the following Catalog Pages: 

Catalog pages

Administration

ClosedAdd a Process Invocation Action

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Invocation > Select a Catalog Page.
  2. Click Add.

  3. Enter a Name for the action that will display on the button on the user-side.

    This is a required field and cannot be left blank.

  4. Enter a Description for the action (button).
  5. Select an Action Type: 
    • Start Process Action  (Default): Clicking this button will invoke a Commerce Process, usually to create a new transaction.
    • Shopping Cart: Clicking this button will add items to or open the Shopping Cart.

    • Favorites List:  Clicking this button will add products to a Favorites List.

      The action type cannot be changed when editing the action.

    6. Create/Edit action

  6. Click Add.

ClosedAdd a Process Invocation Rule

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Invocation > Click on a Catalog Page.
  2. Choose Rules from the navigation drop-down of an action, then click List.
  3. Click Add.
  4. Enter a Name for the rule. This is a required field and cannot be left blank.
  5. Enter a Description of the rule.
  6. Select a Rule Type: 
    • Simple:  Simple rules will take users to a specific Commerce Process, which you'll choose in the next step.
    • Advanced:  Click Define Functions to open a BML Editor and write a BML Script for the rule.
      • When creating a new rule, the only option available is Simple. The Advanced option is available only after the new rule is saved.

  7. Select the radio button corresponding to the Target Commerce Process you want to begin when the user clicks the action button.

    Target Commerce Process

ClosedSet User Access Rights for a Process Invocation

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Invocation > Click on a Catalog Page.
  2. Choose User Access Rights from the Navigation drop-down of an action, then click List.
  3. Choose a Company Type and a User Type from their respective drop-downs.
  4. Click the greater than symbol ( > ) to add the Company Type: User Type set to the Access Rights field.

  5. If required, repeat Steps 3 and 4 for multiple entries.

    Click the less than symbol ( < ) to remove Company Type: User Types combinations.

  6. Click Add, Apply or Update to save changes.

    Process Action List page - Access Rights

ClosedDeploy Catalog Pages

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Invocation.
  2. Select all the Catalog Pages that should be deployed.
  3. Click Deploy.

Notes

Buttons are created in an inactive, pending state. After a button is complete, meaning both user types and rules have been created, the button can be deployed to become active on Catalog pages.

In order for a button to be visible outside of administration, the button must be deployed. The deploy process can be performed for individual Catalog pages.
A Commerce Process must already exist as you create the Processes that the buttons invoke.
Action types cannot be changed after the button is deployed.

Related Topics

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