Creating Stage Steps

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

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

A new step will be added to the working area to the process stage:

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

Determining Basic Step Properties

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

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on the parameters panel of the selected step set:

Name. Enter step name.
Description. If required, enter a comment describing the step.
Stage. It displays the stage, in which a step is created. It cannot be changed. To add a step at the other stage, select the required stage or step of the required stage and create a new step.

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.

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.