Knowledge Base

CUSTOMER DISPLAY: COPY PROCESS STATE

  • Go to CUSTOMER DISPLAY LAYOUT under the LAYOUTS & TEMPLATES menu item
  • Choose the desired customer display layout
  • Go to the Process states tab at the bottom
  • Select all process states to be copied
  • Click on Copy
  • Click on Save
  • Click on the arrow icon to return to the previous view
     
Detailed Description

In CiRRUS, you can copy one or several previously designed process state layouts, if necessary, to adjust them to meet individual requirements and for further use.

To copy one or several layouts, go to the LAYOUTS & TEMPLATES menu item and open CUSTOMER DISPLAY LAYOUT. You are now in the customer display layout view. Choose the desired customer display layout.

Go to the Process states tab at the bottom. Select all process state layouts of which you wish to create duplicates and click on Copy.

You now have created copies of process state layouts which you can adjust to meet your requirements.

When using CiRRUS via a mobile device, it may happen that texts are translated independently by the device/browser. For an error-free use, we recommend to deactivate this translation function on the device. // The content shown in the video may differ from your own layout. // For the sake of simplicity and readability, only the masculine form is used in the descriptions.
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