The Arena Create Quality Process step is an integrated step type that allows the Sidekick user to create one of many quality process types on Arena and populate with custom mapped data including issue description, product id, date, case/ticket url, etc.
3 SIMPLE STEPS TO SETUP
STEP 1: Get Workplace ID From Arena
- From the Arena home page, select Settings
- Go to the browser url and copy the workplace id appended to the end (to be added to BrightReps)
STEP 2: Enter Arena Workplace ID on BrightReps
- Go to app.brightreps.com -> Select “Integrations Lab” -> select “Arena”
- Enter Workplace ID: Copied from Arena (step 1)
- Select “Save”
STEP 3: Add Arena Create Quality Process Step Type
To enable this step type you must be on the Integrated plan and also have the Arena integration setup in the Integrations Lab. To add this step type, from Flow Builder click “Add Step” and select “Arena Create Quality Process”.
As an admin you must first define the Process Template (ex. NCMR). This will render a table of all the values specific to that template in your Arena instance on the left and CRM ticket / case values specific to your CRM instance on the right. To map values simply select on the right the CRM value you wish to map to the corresponding Arena field on the left. If you don’t wish to map a value, you can leave that field as blank.