What is the Process Designer / Custom Process Models (CPM) functionality?

Environment: 

Process Designer, Custom Process Model (CPM) / Service Process Model (SPM)
All Supported Versions

Resolution: 

The Process Designer / Custom Process Models (CPM) feature allows associating PHP script with object events. Business logic can be migrated to PHP code, so effectively, business rules can be performed on Custom Objects. The custom processes are predefined object event handlers (PHP scripts) that run as the result of an event occurring on standard or custom objects in Oracle RightNow CX Cloud Service. Object event handlers can also help your organization automate tasks based on the events that trigger them.

Object event handlers are added and managed on the process designer in a virtual container called the process model. Once you add your object event handlers, you will need to deploy the process model in order to use the object event handlers in Oracle RightNow CX to automate tasks based on the events that trigger them. Since the process model is not written to the Oracle database until it is deployed, you can take your time when adding object event handlers. When you are ready to test the process model, you can export it and import it into a non-production site. When you are finished testing the process model, you can export it from your non-production site, import it into your production site, and deploy it.

The Custom Processes feature is automatically enabled in the August 2013 release. However, permissions will still need to be enabled at the profile level. To enable permissions, edit the profile. Open Configuration -> Staff Management -> Profiles, select the profile, click Permissions in the ribbon, check Process Designer in the Administration section. Save and close the profile.

After the permission has been set, the component may have to be added to the profile's navigation set. The component is called Process Designer. It is usually found under Configuration -> Site Configuration.

To add a new process:

1. Click New in the ribbon
2. Enter a name for the process
3. Enter the PHP code file by clicking the folder icon and selecting the file. Click Open. Note that supression should be used on update handlers.
4. Click Save
5. Click Test. If there are errors they must be resolved before the code can be used as a handler. Note that the code must be changed remotely and reloaded after each failed test
6. If the test passes, the code may be used as a handler for a model.

For more information, see 'Adding object event handlers'.

See 'Deploy a process model' or 'Roll back a process model' for steps on these options.

For additional information, refer to the 'Custom Processes Overview' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.

See also the Oracle B2C Service Administrator > Custom Processes tutorial available from the documentation overview answer for your version (above link).