To create a calculation step:
In the web application:
Select the process stage or stage step and select the 
Calculation step in the drop-down menu of the 
Data Entry button. The step selection button looks like the last selected step.
Select the Calculation created step in the working area and click the 
Settings button on the toolbar. The Calculation parameters panel opens to set up the step.
In the desktop application open the calculation step wizard.
To set up the Calculation step:
Determine basic step properties and also step description parameters:
Set the following parameters on the parameters panel for the Approval step on the Settings tab after determining basic step properties:
Owner. The box is mandatory. Select the step execution owner in the drop-down list
Calculation Object. The box is mandatory. Select calculation algorithm in the drop-down list. To quickly search for an algorithm, use the search string. The list contains repository objects tree where calculation algorithms and folders containing them are only displayed.
Execution Method. Select the Manual or Automatic radio button:
By default, automatic execution is selected for the step. Process steps with automatic execution option are marked with the 
icon at the top right corner of the block. Execution method can be changed in step settings by selecting the step in the working area during business process setup and clicking the Settings button on the toolbar.
Set the following parameters on the Step Description page for the Calculation step after determining basic step properties:
Owner Role. The box is mandatory. In the drop-down list select the user or the group of users responsible for step execution on process execution.
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 opens, which enables the user to create the required group of users.
Calculation Object. The box is mandatory. Select a calculation algorithm in the drop-down list using search. The list contains repository objects tree where calculation algorithms and folders containing them are only displayed. To edit the selected calculation algorithm, click the 
button. The calculation algorithm opens for edit.
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 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.
Step Description. The box is optional. A text box for entering a comment for a step.
After the parameters have been determined on the Step Description page, click the Next button.
Set correspondence between calculation algorithm and process parameters to start calculation algorithm with the same parameters as the process step:
NOTE. If calculation algorithm does not contain parameters, the list is displayed as empty.
On the parameters panel, for the Calculation step, on the Link tab for each static field, which displays calculation algorithm parameter name, select the corresponding process parameter name in the drop-down list. If the parameter is not selected, the calculation algorithm opens with the parameter value specified in the default calculation algorithm.
Select one selection type in the Selection Type drop-down list:
Source. It includes elements only of the first hierarchy level.
Child Elements. It includes elements only of child hierarchy levels.
Source + Child. It includes elements only of the first and child hierarchy levels.
By Selection Schema. Previously created selection schema of dictionary elements is used, for example, for the Organization Structure dictionary:
By Function. The selection schema created using Fore function is used, for example:
NOTE. After selecting the unit, specify the method: Function <function name>(selection: IDimSelection): IDimSelection.
To limit the number of parameter values, with which a data entry form is started, execute the following operations:
Click the 
Fix Calculation Algorithm Values button. The drop-down list displays calculation algorithm parameter dictionary elements.
Select parameter value of the calculation algorithm linked to process step. Multiple selection is available.
If the parameter value is is not selected, selection is absent in the calculation algorithm.
Determine the following for the Calculation step on the Manage Parameters page:
Execution Method. Select the Manual or Automatic radio button:
By default, automatic execution is selected for the step. Process steps with automatic execution are marked 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.
Correspondence Between Algorithm and Process Parameters. Set correspondence between calculation algorithm parameters and process parameters:
Fixed. Select the Fixed dialog box to limit a list with parameters values used on starting calculation.
Algorithm Parameter. The list displays algorithm parameters.
Process Parameters. In the Process Parameter drop-down list select a process parameter that corresponds to the algorithm parameter. If it is required to send values of specific attribute to the algorithm, select dictionary attribute as a parameter. If the attribute is not selected, the default attribute is sent:
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 are available.
Selection Type. Select one selection type in the Selection Type drop-down list:
Source. It includes elements only of the first hierarchy level.
Child Elements. It includes elements only of child hierarchy levels.
Source + Child. It includes elements only of the first and child hierarchy levels.
By Selection Schema. Previously created selection schema of dictionary elements is used, for example, for the Organization. Structure dictionary:
By Function. The selection schema created using Fore function is used, for example:
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.
To create a list of executed operations:
Select the configured event on the parameters panel on the Events tab. The following events are available:
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.
On Deadline Disruption. The list of actions will be started on deadline disruption to execute the current step in the specified order. To execute the actions:
When the server execution of processes is selected, select the Check Deadline Disruption of Steps checkbox on the Scheduler page and set check frequency.
When the client execution of processes is selected, select the Check Deadline Disruption item on the Administration page.
Click the 
Add button on the toolbar and select the added action:
Fore Method. Fill in mandatory boxes highlighted with rose:
Assembly. The box is mandatory. In the drop-down list select a Fore unit, the list contains all repository units and folders containing units. Search by unit name is available.
Method. The box is mandatory. Select a method in the drop-down list. 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.
Message. Set message parameters:
To. Enter address of one or several main recipients separated by the ; character. The box is mandatory.
Copy. Enter address of one or several recipients separated by the ; character.
BCC. Enter address of one or several recipients separated by the ; character. The address will be hidden from other message recipients.
Subject. Enter message subject.
Object Link. Add a link to the step object in the drop-down list: algorithm, regular report, data entry form. Multiple selection is available.
When the object is selected, the Message box displays web application URL: http://app_name/#/app/obj?key=<obj_key>&mode=view&repo=<repo_id>, where app_name is name of opened web application, repo_id is identifier of the current repository, obj_key is key of the selected object.
Message. Enter message text.
Attached File. Attach files to the message. Each attached file is displayed below the edit box. To remove the file, click the 
Remove button to the right of the attached file name.
NOTE. The number of added actions is unlimited.
To reorder executed operations, use the 
Move Up and 
Move Down buttons on the toolbar on the Events tab. To delete operations, use the 
Delete button.
The list of automatically executed actions can be empty.
To create a list of executed operations:
Select the tab with the configured event on the Events wizard page. The following events are available:
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.
On Deadline Disruption. The list of actions will be started on deadline disruption to execute the current step in the specified order. To execute the actions:
When the server execution of processes is selected, select the Check Deadline Disruption of Steps checkbox on the Scheduler page and set check frequency.
When the client execution of processes is selected, select the Check Deadline Disruption item on the Administration page.
Click the 
Add button on the toolbar and select the added action:
Execute Fore Method. Determine:
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.
To edit the selected unit, click the Edit button.
To create a unit, click the Add button.
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.
To refresh the methods list, click the 
Refresh List button.
To copy method signature, click the 
Copy Signature button.
Send Email. Set message parameters:
To. Enter address of one or several main recipients separated by the ; character. The box is mandatory.
Copy. Enter address of one or several recipients separated by the ; character.
BCC. Enter address of one or several recipients separated by the ; character. The address will be hidden from other message recipients.
Subject. Enter message subject.
Contents. Enter message contents using the option of variables values substitution with step parameters, links to step objects to view in the web application, file attachments.
NOTE. The number of added actions is unlimited.
To reorder operations, use the 
Move Up and 
Move Down buttons on the toolbar in the Events wizard. To delete operations, use 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:
Open the wizard
Add Step button on the Process ribbon tab and select the type of created step in the menu that opens.