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Process Designer Tutorial

This tutorial walks you through the steps you need to use to create the basic foundation for just about any guide you want to create. The following figure shows a part of the guide you will create:
The rounded rectangles and circles represent different steps that could occur. Here, the rectangles represent actions that could occur and the circles represent the end of the interaction. The lines starting at the left side of a step and ending on the right side of another step are the paths (called branches) that users would take as they execute the guide.
Just by using the tutorial, you will understand how the different kinds of steps are used. You will be using the following:
The Sales Call with Contact Prompt/Sales Call Follow-up Guides
This tutorial will have you recreate the Sales Call Follow-up guide that is one of the sample guides shipped with Process Developer.
The Sales Call Follow-up guide has 23 steps. Only 6 of them are shown in this figure.
Embedding one guide within another guide isn't a metaphor: it is literally true. All of the steps within the embedded guide are copied into the embedding guide. However, the embedding guide remembers where these steps came from. If the embedded guide changes, the embedding guide will let you know that it has changed so that you can republish the embedding guide.
The next figure shows all of the embedded guide's steps.
The execution of this guide can be divided into four parts, and each of these parts is shown in its own area in the next figure:
The curved arrows within circles in this figure are jump steps. They tell Guide Designer that it should "jump" to a step and execute that step and the steps that follow. Guide Designer represents them this way instead of drawing lines between the steps as the step canvas could quickly become a tangled maze of lines. However, arrows representing the jumps are shown in the next figure as the jumps are very straightforward in this guide.
The blue arrows show forward jumps and the green arrows show backward jumps.
What You Will Be Building Here
As the guide shown in the previous topic is large, this tutorial will only describe some of the steps, leaving the remainder as exercises. The next figure shows most of the steps that are described in detail in this tutorial.