Specify field usage in steps

In the workflow properties, you can specify the steps where each field (data field, attachment specification, milestones, or rule) will be used. (This is an alternative to specifying these items as you define the properties of each step.)

TIPS

To specify steps where fields, attachments, milestones, or rules will be used as parameters

  1. If the Workflow Properties dialog box is not open, select Action > Workflow Properties.
  2. On the appropriate tab, select a data field, attachment, or milestone, or rule.
  3. Click <item> Usage on the dialog box toolbar.
  4. In the Usage dialog box, select the map (submap) that contains one or more steps where the selected field will be used.

    NOTE  The list of maps is restricted to modifiable maps for you to select steps where a field, attachment, milestone, or rule will be used. Some steps on inherited maps might use fields, attachments, milestones or rules, but the inherited maps that contain these steps are not included in the list of maps because these maps are read only.

  5. In the list of available steps, select the steps where the selected field will be used, then click the right arrow to move them to the Selected Steps list.
  6. Specify the security privileges for the field: Read, Write, or Read/Write.
  7. To specify the steps where another field will be used, choose the field from the Field Name list, then repeat steps 4 through 6.

NOTES