In this article:

Setting Up Basic Properties and Parameters of Step Description

Setting Up Links between Data Entry Form/Report and Process Parameters

Setting Up Actions Executed When Event Occurs

Setting Up the Fore Method Action

Setting Up the Message Action

Creating the Data Entry Step

To create a step to enter a specific data set:

Select the process stage or stage step and select the Data Entry step in the drop-down menu of the Data Entry button. The step selection button looks like the last selected step.
Select the Data Entry created step in the working area and click the Settings button on the toolbar. The Data Entry parameters panel opens to set up the step.

Setup of the Data Entry 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:

Grant Editing Permissions. Select the checkbox to grant a dynamic permission to read and write to a data segment for the user or the group of users specified in the User drop-down list. The selected users should be contained in the authorization object specified in the Authorization Object drop-down list. The dynamic permission works only during step execution. Selecting users in the User drop-down list is available only if the checkbox is selected.

NOTE. The parameter is displayed if the Authorization Objects radio button is selected on process parameters setup.

Data Entry Form. The box is mandatory. In the drop-down list select a data entry form or report, which will store step execution/rejection result. The list contains repository objects tree that displays data entry forms, regular reports, and folders containing them.

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 only 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.

Data Segment. In the drop-down list select one or several cube data segments used as a data source in the selected data entry form, to separate access permissions for users or groups of users to data slices on process startup. To add data segments, use the cube data segment wizard. To set up interaction between the process and cube data segments, use the Segment Settings dialog box.

To determine a segment management method, use the Dynamic checkbox.

NOTE. The parameter is displayed if the Data Segments radio button is selected on basic process properties setup.

Authorization Object. The box is mandatory. It is used to support the processes that use existing authorization objects created in the desktop application. For details about working with authorization objects see the Creating Authorization Objects section.

In the web application, it is recommended to use data segments to separate security subject access permissions.

NOTE. The parameter is displayed if the Authorization Objects radio button is selected on process basic properties setup.

Setting Up Links between Data Entry Form/Report and Process Parameters

To open the data entry form/regular report with the same parameters as the started process step, set up a link between data entry form/regular report parameters and process parameters on the Link tab of the step parameters panel:

NOTE. If data entry form or report does not contain parameters, the list is displayed as empty.

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

To set required parameter values, with which the data entry form or report will open, execute the following operations:

Click the Fix Data Entry Form Parameter Values button. The drop-down list displays elements of data entry form or report parameter dictionary.
Select parameter value of the data entry form or report linked to process step. Multiple selection is available.

If a parameter value is is not selected, selection is absent in the data entry form or report.

Setting Up Actions Executed When Event Occurs

To set up the events occurred automatically, use the Events tab on 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