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Modeling Business Processes and Their Execution > Getting Started with the Business Process Management Extension in the Desktop Application > Building Process > Creating Stage Steps > Creating the Calculation Step

In this article:

Setting Up Step Description Parameters

Setting Up Link between Calculation Algorithm and Process Parameters

Setting Up Events Executed on Step Execution Start or End

Creating the Calculation Step

To create a calculation step, open calculation step wizard.

Open the wizard

Setup of the Calculation step includes the following operations:

  1. Set up basic step properties. After basic step properties have been determined, click the Next button.

  2. Set up step description parameters.

  3. Set up link between parameters of data entry form/report and process.

  4. Set up events executed on step execution start or end.

Setting Up Step Description Parameters

To set up step description parameters, use the Step Description page in the step wizard:

Set the parameters:

If the list does not contain the required group of users, click the Open Security Manager button. The dialog box of the security manager of Foresight Analytics Platform, which enables the user to create the required group of users.

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

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

The step execution period impacts the whole process execution period, which is determined during process start.

After the parameters have been determined on the Step Description page, click the Next button.

Setting Up Link between Calculation Algorithm and Process Parameters

To start calculation algorithm with the same parameters as the process step, set up a link between calculation algorithms parameters and process parameters on the Manage Parameters page of the step wizard:

Set the parameters:

By default, automatic execution is selected for the step. Process steps with automatic execution method are marked with the icon at the top right corner of the block.

One can change execution method after step setup. To do this, select the step in the working area on business process setup and select the Automatic Step Execution context menu item.

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

NOTE. To link a business process parameter, only parameters of the calculation algorithm of the Selection type.

NOTE. After selecting the unit, determine function name: Function <function name>(selection: IDimSelection): IDimSelection.

The calculation algorithm in the given example is started with fixed value of the Plan Version parameter: Year plan 2018. For fixed parameter value, selection type is not selected.

After the parameters have been determined on the Manage Parameters page, click the Next button.

Setting Up Events Executed on Step Execution Start or End

To set up the events executed automatically on step execution start and end, use the Events page in the step wizard:

Create a list of executed operations:

  1. Select the tab with the configured event on the Events wizard page. The following events are available:

  1. Click the Add button on the toolbar and select the added action:

To edit the selected unit, click the Edit button.

To create a unit, click the Add button.

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

Parameter:

Sender. Process instance.

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

To refresh the methods list, click the Refresh List button.

To copy method signature, click the Copy Signature button.

NOTE. The number of added actions is unlimited.

To reorder operation execution, use the Move Up and Move Down buttons on the toolbar on the Events wizard; to delete, click the Delete button.

The list of automatically executed actions can be empty.

To determine parameters on the Events page, click the Finish button.

NOTE. To speed up resource-intensive reports, select the Execute Calculation and Fore Methods Steps on BI Server checkbox in process settings.

After creating the process steps, set up steps execution conditions.

See also:

Creating Stage Steps