Creating Stage Steps

The process stage may consist of an unlimited number of consequent or parallel steps.

Web application Desktop application

In the working area:

Click the Add Step button below the selected process stage.

In the button's drop-down menu select the required required step type. The new step will be added to the end of the sequence of stage steps:

On the toolbar select the required step in the drop-down menu of the Data Entry button for the selected process stage or stage step. The step selection button looks like the last selected step.

Features of adding steps using the toolbar:

If the process stage is selected, the new step will be added to the end of the stage steps sequence.
If the process stage step is selected, the new step will be added after the selected stage step.

To set up the added step, click the Settings button on the toolbar, after which the parameters panel opens, for example:

The parameters panel contents depends on the type of the configured step. Parameters with partially determined settings and with incorrect data are highlighted in red.

To save the intermediate result, one can save the process with incorrect and/or partially determined settings. Such steps are highlighted in red in the working area.

NOTE. Only valid processes can be started.

use the step wizard.

Open the wizard

The first step wizard page is Basic Properties:

The step wizard contains the pages: Basic Properties, Step Description, Manage Parameters/Email Parameters and Events. The page contents depends on the type of the step being created.

Steps are started manually or automatically after the previous step is executed:

NOTE. The steps of the process with automatic execution method are marked with the

icon in the working area.

Determining Basic Step Properties

Process stage steps have basic settings that are equal for all step types. To determine basic settings:

Web application Desktop application

on the parameters panel of the selected step set:

Name. Enter step name.
Description. If required, enter a comment describing the step. It is marked with the icon. In the processes monitoring, hovering on the icon displays a tooltip containing description text.

Owner. The box is mandatory. Select the step execution owner in the drop-down list. For the Data Entry and Approval steps the owner should be contained in the data segment or authorization object specified in the Data Segment/Authorization Object drop-down list.

To quickly select the step owner, use subject filtering in the list of security manager subjects. To do this, enter the required text in the Owner box. Search is executed automatically as the searched text is entered in the search string. The list will display only the subjects, which names contain the entered text. To clear the box, press the BACKSPACE key or reopen the list of security manager subjects.

Step Execution Time. Specify the time, in which a step should be executed on process execution. Execution time is counted from step activation.

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, or year.

To exclude the step from process execution, select the Exclude from Execution checkbox.

To specify the time, by which step must be finished, select the Finish Step By checkbox. When the Minute or Hour measurement units are selected, the box is disabled.

If the step is not finished by the scheduled execution period, the step status becomes Expired.

Step execution time impacts the whole process execution, which is determined during process start.

Step basic properties are displayed on adding a step in the working area on the process scheme:

NOTE. In the process monitoring mode, basic properties can be displayed for process manager and administrator, if the administrator has full access to the process. The user has access to basic information of the step, for which he is an owner.

on the first page of the step wizard set:

Name. Enter step name.
Stage. It displays the stage, in which a step is created. It cannot be changed. To add a step at the other stage:

Close the wizard, select the required stage or stage step and reopen the wizard.
Complete the step creation and move it to the required stage using the Move Up/ Move Down buttons on the Process ribbon tab.

Predecessor. Select the predecessor step in the list, after its execution the created step is started. The list is displayed for the second and the following steps.

After the parameters have been determined on the Basic Properties page, click the Next button.