{"id":142423,"date":"2023-02-28T10:03:21","date_gmt":"2023-02-28T01:03:21","guid":{"rendered":"https:\/\/support.questetra.com\/?p=142423"},"modified":"2023-03-30T17:23:48","modified_gmt":"2023-03-30T08:23:48","slug":"business-negotiations-process-request-creating-user-id-20221228","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/business-negotiations-process-request-creating-user-id-20221228\/","title":{"rendered":"Business Negotiation Management Process"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#0b6305;border-radius:10px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#3E9638;color:#ffffff;border-top-left-radius:8px;border-top-right-radius:8px\">Business Negotiation Management Process 20221228<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:8px;border-bottom-right-radius:8px\">This is the process of creating a user ID for a customer at the time of a business meeting. The service to be provided is determined according to the sales representative&#8217;s proposal. At the same time as the proposal is decided, a preparation request is automatically sent to the service representative.<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"swimlane\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Operators (Number of Swimlanes: 3)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span> <strong>Sales Manager<\/strong> <\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span> <strong>Service A Manager<\/strong> <\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span> <strong>Service B Manager<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Workflow (Workflow diagram complexity: 26)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><strong>1. Lead Registration<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representatives register lead information, such as the name of the client company.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>2. Business Records<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sales representatives will describe the services they propose to introduce and record their activities.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>3-1. Service A Demo Environment Construction<\/strong>\n<ul class=\"wp-block-list\">\n<li>The person in charge of Service A records the results of the demonstration environment construction.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>3-2. Service B Demo Environment Construction<\/strong>\n<ul class=\"wp-block-list\">\n<li>The person in charge of Service B records the results of the demonstration environment construction.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x1. Set the Subject<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform stores the subject.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x2. Subject Change<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform stores the subject line.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3-1-1. Construction Status Update<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform updates the construction status to &#8220;completed&#8221;.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3-1. Demo environment A construction begins<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform awaits building instructions from the sales representative.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3-2-1. Construction Status Update<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform updates the construction status to &#8220;completed&#8221;.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x3-2. Demo environment B construction begins<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform awaits building instructions from the sales representative.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x4. Activity history added<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform adds the results of activities to the history.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>x5.Clear Activities<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform clears the activity.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2 su-spoiler-closed\" data-anchor=\"diagram\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Workflow Diagram (click to open) Clears the dynamic content.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"584\" data-attachment-id=\"142563\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/business-negotiations-process-request-creating-user-id-20221228\/attachment\/business-negotiation-management-process\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?fit=1116%2C637&amp;ssl=1\" data-orig-size=\"1116,637\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"business-negotiation-management-process\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?fit=1024%2C584&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?resize=1024%2C584&#038;ssl=1\" alt=\"\" class=\"wp-image-142563\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?resize=1024%2C584&amp;ssl=1 1024w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?resize=552%2C315&amp;ssl=1 552w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?resize=768%2C438&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiation-management-process.jpg?w=1116&amp;ssl=1 1116w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>BPMN Icons\n<ul class=\"wp-block-list\">\n<li>Start Event<\/li>\n\n\n\n<li>End Event<\/li>\n\n\n\n<li>Merge Gateway<\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/exclusive-gateway\/\" target=\"_blank\" rel=\"noreferrer noopener\">Exclusive Gateway (XOR Gateway)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/inclusive-gateway\/\" target=\"_blank\" rel=\"noreferrer noopener\">Inclusive Gateway (OR Gateway)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/parallel-gateway\/\" target=\"_blank\" rel=\"noreferrer noopener\">Parallel Gateway (AND Gateway)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/throwing-message-intermediate-event-email\/\" target=\"_blank\" rel=\"noreferrer noopener\">Throwing Message Intermediate Event (email)<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/human-task\/\" target=\"_blank\">Human Task<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-data-assignment\/\">Update Data<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/receive-task-webhook\/\" target=\"_blank\" rel=\"noreferrer noopener\">Receive Task (Webhook)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business process variables to be passed (number of data items: 24)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Lead Information<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>0<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Lead No.<\/strong> <span style=\"font-style:italic; color:#009900\">q_lead_number<\/span> <code>1<\/code>\n<ul class=\"wp-block-list\">\n<li>A unique number will be stored in this app.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">L-#{#sformat(&#8216;%06d&#8217;, processInstanceId)}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-calendar-alt fa-lg\" style=\"color:#5FB404;\" title=\"Date (Y\/M\/D)\"><\/i><\/span><strong>Lead generation date<\/strong> <span style=\"font-style:italic; color:#009900\">q_lead_date<\/span> <code>2<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The date when the lead occurred is stored.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">processInstanceStartDatetime<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Company Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_corp_name<\/span> <code>3<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The customer company name is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Name of person in charge<\/strong> <span style=\"font-style:italic; color:#009900\">q_person_name<\/span> <code>4<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The name of the customer representative is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Contact person&#8217;s e-mail address<\/strong> <span style=\"font-style:italic; color:#009900\">q_person_email<\/span> <code>5<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The customer representative&#8217;s e-mail address will be stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Contact person&#8217;s phone number<\/strong> <span style=\"font-style:italic; color:#009900\">q_person_telno<\/span> <code>6<\/code>\n<ul class=\"wp-block-list\">\n<li>The customer representative phone number is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-user fa-lg\" style=\"color:#04B45F;\" title=\"User (Select Box)\"><\/i><\/span><strong>Sales Manager<\/strong> <span style=\"font-style:italic; color:#009900\">q_sales_person<\/span> <code>7<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The sales representative is stored.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">${processInstance.initQuserId}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Business meeting activity information<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>8<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Negotiation Status<\/strong> <span style=\"font-style:italic; color:#009900\">q_status<\/span> <code>9<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The status is stored according to the negotiation status.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">action<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Check Box)\"><\/i><\/span><strong>Proposal Type<\/strong> <span style=\"font-style:italic; color:#009900\">q_demo_create<\/span> <code>10<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The proposal type scheduled by the sales representative is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-clock fa-lg\" style=\"color:#5FB404;\" title=\"Datetime\"><\/i><\/span><strong>Activity Record Date<\/strong> <span style=\"font-style:italic; color:#009900\">q_action_date<\/span> <code>11<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The date and time of the record of the business meeting activity are stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Activities<\/strong> <span style=\"font-style:italic; color:#009900\">q_action_info<\/span> <code>12<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The details of the negotiation are stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Activity History<\/strong> <span style=\"font-style:italic; color:#009900\">q_action_history<\/span> <code>13<\/code>\n<ul class=\"wp-block-list\">\n<li>Past business meeting activities will be added and recorded.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Information on Service A Responsibilities<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>14<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Service A: Demo Environment Status<\/strong> <span style=\"font-style:italic; color:#009900\">q_sa_demo_status<\/span> <code>15<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the construction status of the demo environment for Service A.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">serviceA_demo_yet_create<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Service A: User Information<\/strong> <span style=\"font-style:italic; color:#009900\">q_sa_account_info<\/span> <code>16<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The results of building the demo environment for Service A (created user IDs, etc.) will be stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Information on Service B Responsibilities<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>17<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Service B: Demo Environment Status<\/strong> <span style=\"font-style:italic; color:#009900\">q_sb_demo_status<\/span> <code>18<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the construction status of the demo environment for Service A.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">serviceB_demo_yet_create<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Service B: User Information<\/strong> <span style=\"font-style:italic; color:#009900\">q_sb_account_info<\/span> <code>19<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>The results of building the demo environment for Service B (created user IDs, etc.) will be stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 System Information<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>20<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Service A: API Key<\/strong> <span style=\"font-style:italic; color:#009900\">q_sa_api_key<\/span> <code>21<\/code>\n<ul class=\"wp-block-list\">\n<li>The API key required to start creating a Service A demo account is stored.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">#{#randomString(12)}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Service B: API Key<\/strong> <span style=\"font-style:italic; color:#009900\">q_sb_api_key<\/span> <code>22<\/code>\n<ul class=\"wp-block-list\">\n<li>The API key required to start creating a Service B demo account is stored.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">#{#randomString(12)}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-comments fa-lg\" style=\"color:#045FB4;\" title=\"Discussion\"><\/i><\/span><strong>Communication History<\/strong> <span style=\"font-style:italic; color:#009900\">q_communication<\/span> <code>23<\/code>\n<ul class=\"wp-block-list\">\n<li>The history of interactions between the personnel in charge within the workflow is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-graduation-cap\"><\/i> <span style=\"font-style:italic; color:#009900\">Field Name<\/span>, <code>Num<\/code>, <span style=\"color:#9DCCE0;\">Initial Value<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-cloud-download-alt\"><\/i> Download<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1yrYdmtzu8E9Xv0QXptBMkVjtbF5i22BN&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">business-negotiations-process-request-creating-user-id-20221228-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1YeRiJlQqvImw7vie_Yg_RrtIK44Fo0E5&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">business-negotiations-process-request-creating-user-id-20221228-en.csv<\/a> (for importing data item definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-info-circle\"><\/i> This archive contains the BPMN icon, which is only available in the Professional edition.<\/p>\n\n\n<div class=\"su-divider su-divider-style-dashed\" style=\"margin:30px 0;border-width:8px;border-color:#009900\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-lightbulb-exclamation\"><\/i> Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Associate the processor settings with the organizational structure during import<\/li>\n\n\n\n<li>&#8220;e1. Construction start request&#8221;, &#8220;e2. Construction start request&#8221; Message Throwing Intermediate Event (HTTP)\n<ul class=\"wp-block-list\">\n<li>At runtime, a Webhook is applied to each of &#8220;x3-1. Demo environment A construction begins&#8221; and &#8220;x3-2. Demo environment B construction begins&#8221;.\n<ul class=\"wp-block-list\">\n<li>&#8220;x3-1. Demo environment A construction begins&#8221; and &#8220;x3-2. Demo environment B construction begins&#8221; automatically move to the next process.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-images\"><\/i> Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" data-attachment-id=\"142565\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/business-negotiations-process-request-creating-user-id-20221228\/attachment\/business-negotiations-process-request-creating-user-id-20221228-img0-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?fit=960%2C540&amp;ssl=1\" data-orig-size=\"960,540\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"business-negotiations-process-request-creating-user-id-20221228-img0-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?fit=960%2C540&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?resize=960%2C540&#038;ssl=1\" alt=\"\" class=\"wp-image-142565\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?w=960&amp;ssl=1 960w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?resize=560%2C315&amp;ssl=1 560w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/business-negotiations-process-request-creating-user-id-20221228-img0-en.png?resize=768%2C432&amp;ssl=1 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-balance-scale\"><\/i> See also<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360052780932\" target=\"_blank\">Settings required when importing archives<\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"dq4G3N9l8Y\"><a href=\"https:\/\/support.questetra.com\/en\/bpmn-icons\/receive-task-webhook\/\">Receive Task (Webhook)<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Receive Task (Webhook)&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/bpmn-icons\/receive-task-webhook\/embed\/#?secret=bztPlh7GNK#?secret=dq4G3N9l8Y\" data-secret=\"dq4G3N9l8Y\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This is the process of creating a user ID for a customer at the time of a business meeting. The service to be provided is determined according to the sales representative&#8217;s proposal. At the same time as the proposal is decided, a preparation request is automatically sent to the service representative.<\/p>\n","protected":false},"author":8,"featured_media":142551,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[321],"faq_section":[],"class_list":["post-142423","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-information-control"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?fit=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=900%2C540&ssl=1",900,540,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=450%2C540&ssl=1",450,540,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/02\/eyecatch-business-negotiations-process-request-creating-user-id-20221228-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.quest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is the process of creating a user ID for a customer at the time of a business meeting. The service to be provided is determined according to the sales representative's proposal. At the same time as the proposal is decided, a preparation request is automatically sent to the service representative.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-B39","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":155095,"url":"https:\/\/support.questetra.com\/en\/templates\/insidesales-20231130\/","url_meta":{"origin":142423,"position":0},"title":"Internal Sales Management, ChatGPT Collaboration Issue Forecast","author":"Tsuyoshi Kusaka","date":"2023-12-12","format":false,"excerpt":"This is a process for recording internal sales contact activities. The contact person collects customer information and inputs information about the business, company size, etc. Based on the entered customer information, ChatGPT predicts the issues the customer may have. The contact person can consider proposals based on the predicted issues.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":147731,"url":"https:\/\/support.questetra.com\/en\/templates\/request-report-for-salesforce-opportunity-list-20220901\/","url_meta":{"origin":142423,"position":1},"title":"Project Report Request App","author":"furuzo","date":"2023-07-04","format":false,"excerpt":"This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce, narrowed down by expected completion date, accuracy, etc. Automatic reporting instructions are given to the sales representative for each item on the list.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/07\/request-report-for-salesforce-opportunity-list-20220901-img1-en.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/07\/request-report-for-salesforce-opportunity-list-20220901-img1-en.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/07\/request-report-for-salesforce-opportunity-list-20220901-img1-en.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/07\/request-report-for-salesforce-opportunity-list-20220901-img1-en.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":152697,"url":"https:\/\/support.questetra.com\/en\/templates\/lead-management-process-hubspot-notification-email-import\/","url_meta":{"origin":142423,"position":2},"title":"Lead Management Process, HubSpot Notification Email Import","author":"furuzo","date":"2023-10-02","format":false,"excerpt":"This workflow receives HubSpot notification emails and manages customer outreach. The company name, customer name, etc., mentioned in the notification email are automatically stored as independent data. The results of the approach are also stored according to the sales activity.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-lead-management-process-for-hubspot-mail-20220817-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":158540,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20220707\/","url_meta":{"origin":142423,"position":3},"title":"Quotation Creation &#038; Storage Flow, OneDrive Storage","author":"Tsuyoshi Kusaka","date":"2024-02-27","format":false,"excerpt":"A quotation PDF file is automatically generated based on the drafted contents. After submitting the quote, the PDF file is automatically uploaded to OneDrive.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-online-estimate-storage-flow-20220707-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":164276,"url":"https:\/\/support.questetra.com\/en\/templates\/annual-antisocial-forces-check-process-slack-posting-20220330\/","url_meta":{"origin":142423,"position":4},"title":"Anti-Social Check App, Slack Post","author":"furuzo","date":"2024-08-06","format":false,"excerpt":"This workflow automatically posts review requests to Slack. At the time of application, a person in charge of checking is designated. The work request is automatically posted to the work team channel before the review. Mention of the person in charge is automatically added to the post. 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