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Process Reference  
Process Designer
Getting Started
Workflow Properties
Steps
  Add a step
  Move steps
  Specify step properties
  Delete a step or route
  Change step type
  Launch step
  General steps
    General properties
      Participant
      Work queue
      Reassign
      View status
      View history
    Fields, attachments,
workflow groups
      Operation parameters
      Expression parameters
    Assignments and milestones
    Responses and routing
    Deadline
    Rules
  Submap steps
  System steps
  Component steps
Routes
Validate & Launch
   

General step - assignments

You can specify values that the Process Engine software assigns to any data field, attachment, or workflow group either before the selected step executes or after the processing of the step is complete. These assignments occur outside the processing of the previous or next step.

To assign values to fields in a step

  1. If necessary, select the step on the map, then click the Assignments tab in the Properties pane.
  2. Select Before Execution to assign the values or milestones before the step executes; select After Completion to assign the values after the processing of the step is complete.
  3. Click in the Name field and select a field to assign.
  4. Enter an expression to assign. The expression must evaluate to the data type of the field that you selected in step 3. See the Expression builder dialog for information about defining an expression.
  5. Repeat for each value you want to assign.

On the Assignments tab, you can also assign a milestone. See Define a milestone for more information.

To assign a milestone before or after a step

  1. On the Assignments tab, select Before Execution or After Completion.
  2. Select the milestone to assign.