In this article:

Setting Up Basic Properties and Parameters of Step Description

Setting Up Link between Calculation Algorithm and Process Parameters

Setting Up Actions Executed When Event Occurs

Setting Up the Fore Method Action

Setting Up the Message Action

Creating the Calculation Step

To create a calculation step:

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.

Setup of the Calculation step includes the following operations:

After creating and setting up process steps, set up steps execution conditions.

Setting Up Basic Properties and Parameters of Step Description

To set up basic properties and step description parameters, use the Settings tab on the step parameters panel:

Set the parameters:

Calculation Object. The box is mandatory. Select calculation algorithm in the drop-down list.
To quickly select an object, enter object's name/identifier/key in the search box depending on display settings. Search is executed automatically while the searched text is entered into the search string. The list will display the objects, which names/identifiers/keys contain the entered text.

To set up displaying of repository objects in the list of objects, click the Show Object button and select display option in the drop-down menu:
- Name. Objects are displayed with their names. Default option.
- Identifier. Objects are displayed with their identifiers.
- Key. Objects are displayed with their keys.
Several options can be selected. Identifier and key will be specified in brackets.
Execution Method. Select the Manual or Automatic radio button:

Manual. Calculation is executed after manual algorithm startup. The step is also finished manually.
Automatic. Calculation is executed automatically after the previous step is executed. The step is also finished automatically.

By default, automatic execution is selected for the step. Process steps with automatic execution method are marked with the icon. 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.

Setting Up Link between Calculation Algorithm and Process Parameters

To start a calculation algorithm with the same parameter as the process step, set up a link between calculation algorithm parameters and process parameters on the Link tab on the step parameters panel:

NOTE. If calculation algorithm does not contain parameters, the list is displayed as empty.

For each static field, which displays calculation algorithm parameter name, select the corresponding process parameter name in the drop-down list. As a parameter, one can set only one dictionary or one dictionary attribute. The dictionaries selected as process parameters and calculation algorithm parameters should have identical structure or should be linked by attributes. If the parameter is not selected, the calculation algorithm opens with the parameter value specified in the default calculation algorithm.

Select a selection type in the Selection Type drop-down list:

NOTE. The Selection Type list is available for the calculation algorithm parameters, for which dictionary is set as a process parameter.

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 set required parameter values, with which a calculation algorithm will open, 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.

Setting Up Actions Executed When Event Occurs

To set up actions executed automatically on step execution start or end, use the Events tab of the step parameters panel:

Create a list of executed operations:

Select the configured event:

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.

In the drop-down menu of the Add button on the toolbar select the added action:

Fore Method. Fore method execution.
Message. Sending email.

NOTE. One can add several actions.

Set up the action.

To change operation execution order, use the Move Up and Move Down buttons on the toolbar on the Events tab; to delete, use the Delete button.

The list of automatically executed actions can be empty.

Setting Up the Fore Method Action

To set up Fore method execution, determine mandatory parameters on the parameters panel of the selected event:

Available parameters:

Execution

Assembly

Method

Setting Up the Message Action

To set up email sending, determine mandatory parameters on the parameters panel of the selected event or in the Message dialog box. Use the Message dialog box to create and edit a message text with complex formatting.

To open the dialog box