Creating the Data Entry Step

To open the wizard

• Process Authorization Object. The box is mandatory. In the drop-down list of authorization objects select the required object.

If there is no appropriate authorization object, click the All Process Authorization Objects button. The Set Up Process Authorization Objects dialog box opens where an object can be added.

• Access Role. The box is mandatory. In the drop-down list select the access role. The list contains roles of users specified in the authorization object.

If there is no required group of users in the list, click the Open Security Manager button. The dialog box of security manager of Foresight Analytics Platform, which enables the user to create a required group of users.

• Grant Write Permission Within Step. Select the Grant Write Permission Within Step checkbox to grant dynamic write permission to data segment to a group or a user specified in the Access Role list. Dynamic permission is applied only on step execution.

When the checkbox is deselected, group or user will have read-only permission.

• Data Entry Form. The box is mandatory. The data entry form that opens by default on process step execution. Select a data entry form in the drop-down list, use search if required. The list contains repository objects tree where data entry forms and folders containing them are only displayed.

To edit the selected data entry form, click the button. The data entry form will be opened for edit.

• Step Execution Time. The time, in which a step must be executed on process execution.

Enter a numeric value of step execution time and select a time measurement unit in the list:

• Minute.

• Hour.

• Day (default).

• Week.

• Month.

• Quarter.

• Half-year.

• Year.

The checkbox selected in the Finish Step By box enables setting the time by which the step is to be finished. On selecting the "minute" or "hour" time measurement units, this box is hidden.

If the step is not finished by the planned execution time, its state becomes Expired and Not Executed or Completed with Error.

The step execution period impacts the whole process execution period, which is determined on starting process for execution.

• Step Description. The box is optional. A text box for entering a comment for a step.

• Correspondence Between Data Entry Form and Process Parameters. Data entry form and process parameters must be linked in order to open data entry form with the same parameters as the process step started for execution:

• To set correspondence in the Link with Parameter/Selection column, select process parameters from the list and select the checkbox:

• Undefined. In this case data entry form is opened with parameter value specified in data entry form by default:

• Bind. In this case the process parameter corresponding to data entry form parameter is selected:

Select the dictionary attribute to be send as parameter to data entry form, if required.

• Fix. In this case, the specified values are selected in the drop-down list, in order to send a limited list of parameter values to data entry form:

• To automatically copy parameter settings from authorization objects, click the Fill from Authorization Object button.

If there is no required process parameter, click the Process Parameters button. The Process Settings and Parameters dialog box opens, in which a process parameter can be added.

On setting up links between data entry form and process parameters, it is required to use dictionaries of one type. For example, it is prohibited to link dictionary with text elements and calendar dictionary. In this case, after the process is started for execution, the monitoring dialog box will display message indicating that errors occurred on generating parameters for data entry form and it is required to check parameter settings for the step:

Set up automatically executed actions started when one of the events is occurred: step execution start, step execution finish and step rejection.

On generating a list of executed actions, select a tab with event first:

• Before Execution. The list of actions will be started before executing the current step in the specified order.

• After Execution. The list of actions will be started after executing the current step in the specified order.

• On Rejection. The list of actions will be started on the current step rejection. The list is available for steps with manual execution. If the step is executed automatically, the tab is not displayed.

To add an event, click the button on the ribbon. The number of added actions is unlimited.

Actions to be added:

• . Execute Fore method. In the right part of the window select:

• Unit. In the drop-down list select a unit written in the Fore language, the list contains all repository units and folders containing units. Search by unit name is available.

• Method. In the drop-down list select a method. The list contains all unit methods corresponding to the signature:

Sub <Fore method name>(Sender: IBProcessInstance; Args: IBProcessStepStateEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

• . Send Email Notification. In the right part of the window select:

• To; Copy; Bcc. The recipient email is entered manually, using option of copy/paste from clipboard.

• Subject. The email subject is entered manually, using option of copy/paste from clipboard.

• Contents. The contents is entered manually using the option of variables values substitution with step parameters, links to step objects to view in the web application, file attachment.

To change the actions execution order, use the / buttons, to delete - the button.

The list of automatically executed actions can be empty.