Properties of general steps

General step/
Participant

General step/
Work Queue

General step/
Unassigned

General steps are usually assigned either to a user queue for processing by one or more specific participants, or to a work queue. Steps assigned to a work queue can be processed by either one of a pool of participants, or by an automated process. In some cases, a general step is not assigned to either a participant or to a work queue. These steps are processed immediately by the system and cannot be selected when they are active.

The Properties pane displays the following for the selected general step.

Step tab

The current state of the work items at the selected step. See Symbols used in Process Tracker for a description of the icons used.

Name

The name of the step. To display the properties of a different step, select it from the list. A symbol indicates steps that are in progress.

Occurrence

How many times a step has been visited. To display the information related to a specific occurrence, select a number from the list.

Queue

The name of the work queue associated with the current step or Inbox for steps processed by a specific participant.

Instructions

The instructions associated with the current step.

View by

Allows you to specify how to display the step information: step view or participant view. (If the step has only one participant, the views are equivalent.)

  • Step view presents an overview of all of the individual participants' work items.
  • Participant list contains a list of users who have completed the step or whose work is still in progress. Note that it does not list participants who have reassigned work to others. Beside each participant is an icon that indicates the status of the work. For a list of the symbols used in the status, see Symbols used in Process Tracker.

If the step has not been visited, Participant list contains a list of the participants assigned by the workflow author.

Use the tabs in the center of the Properties pane to view and edit specific areas.

In the tab...
you can...

General

Display general information about the status of the current step. You cannot modify this information.

Fields

Access the values of the fields associated with the current work item. Fields display only on active steps. You can edit the field values here.

Attachments

Access the attachments for the current step. Attachments display only on active steps. You can assign and unassign attachments here.

Workflow Group

Access the workflow groups for the current step. Workflow groups display only on active steps. You can modify the users of a workflow group here.

Parameters

Display the data fields, attachments, workflow group parameters and any expression parameters for the selected step.

If an operation is assigned for the current step, the name of the operation is listed. See About operations for additional information.

Assignments

Display any field assignments or milestones before or after the step.

Routing

Display the routes and conditions for the current step. You cannot modify this information.

Rules

Display the type of execution of any rule sets (Before Execution, On Save, or After Completion), and the names of the rule sets. See About rules for additional information about rules functionality.