Specify step properties
For each step in the workflow, specify the properties that are appropriate for that type of step-launch
step, activity step, system step, submap step, or component step. Note that Rules properties are available only if the system is configured for Rules functionality. See About business rules for additional information.
Each type of step has different properties.
- Launch step properties
- General: Instructions for the launch
user, launch processor.
- Parameters: Data fields, attachments,
workflow groups for launch processing.
- Assignments: Attributes, field assignments, and milestones for launch. (Assignments and milestones are post-launch only.)
- Routing: Responses and outgoing routing.
- Rules: Rule sets to be run after completion.
- Simulation: If you will create a simulation of the current workflow, on the Simulation tab, estimate the length of time it takes for the selected step to be completed, and the percent of the time each route would be taken.
- Activity step properties
- General: Participant instructions, step
destination (work queue or participant), participant privileges, step deadline, step processor.
- Deadline: Time limit for completing the step, an optional reminder, and a submap to be executed if the time limit expires.
- Parameters: Data fields, attachments,
workflow groups to use as parameters.
- Assignments: Attributes, field assignments, and milestones for the current step. (Assignments and milestones are before execution or after completion.)
- Routing: Responses and outgoing routing.
- Rules: Rule sets to be run before execution,
on save, or after completion of the step.
- Simulation: If you will create a simulation of the current workflow, on the Simulation tab, estimate the length of time it takes for the selected step to be completed, and the percent of the time each route would be taken.
- Submap step properties
- General: Submap to call at this step,
a description.
- Attributes: Attributes for the current step.
- Routing: Incoming and outgoing routing
options.
- Rules: Rule sets to be run before execution
or after completion of the step.
- Simulation: If you will create a simulation of the current workflow, on the Simulation tab, estimate the length of time it takes for the selected step to be completed, and the percent of the time each route would be taken.
- System step properties
- General: Function selection, description.
- Attributes: Attributes for the current step.
- Routing: Incoming and outgoing routing
options.
- Rules: Rule sets to be run before execution
or after completion of the step.
- Simulation: If you will create a simulation of the current workflow, on the Simulation tab, estimate the length of time it takes for the selected step to be completed, and the percent of the time each route would be taken. If you use an instruction system step, the Simulation tab is not available.
- Component step properties
- General: Operation selection, description.
- Attributes: Attributes for the current step.
- Routing: Incoming and outgoing routing
options.
- Rules: Rule sets to be run before execution
or after completion of the step.
- Simulation: If you will create a simulation of the current workflow, on the Simulation tab, estimate the length of time it takes for the selected step to be completed, and the percent of the time each route would be taken.