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Process Reference  
Process Designer
Getting Started
Workflow Properties
  General properties
  Advanced properties
  Attachments
    Define an attachment
  Participants
    Assign Trackers
    Define a workflow group
  Data fields
    Define a data field
  Milestones
    Define a milestone
    Milestone usage
  Submaps
    Create and manage submaps
    Submap usage
  Specify field usage in steps
  Select existing fields
  Field merge types
  Expression builder
Steps
Routes
Validate & Launch
  
   

Rule set usage dialog

In the workflow properties, you can specify the steps where a rule will be used. (This is an alternative to specifying rules as you define the properties of each step.)

TIP The steps must already be present on the workflow map.

To specify steps where rules will be used

  1. If the Workflow Properties dialog is not open, select Workflow Properties from the Process Designer toolbar.
  2. On the Advanced tab, select a rule set, then click the Rule Usage button on the dialog box toolbar.
  3. In the Rule Set Usage dialog, verify that the appropriate rule set is selected.
  4. Select the map (submap) that contains one or more steps where the selected rule will be used.
  5. Specify the Type of usage: Before Execution, On Save, or After Completion.
  6. In the list of available steps, select the steps where the selected rule will be used, then click the right arrow to move them to the Selected Steps list.
  7. To specify the steps where another rule set will be used, choose the rule set, then repeat steps 4 through 6 above.