Define Step Map - Advanced Options

This page provides access to settings that define which pages, and related options, display at each step of the workflow. This page is accessed as part of the Define Step Map portion of the Create a Workflow Policy Wizard and is launched when you choose specific workflow steps and select Advanced Options. The settings you access and adjust from this page affect only the steps that were chosen when this page was launched. For details on how to access this page, see Create a workflow policy.

NOTE  Each time you select multiple steps to edit, custom settings in the selected steps are lost. Ensure you complete all multi-select actions before you set unique step options. Once you enter custom settings for a step, including: buttons, pages, attachments or regions, do not select this step in a mult-select action or the custom settings will be lost.

Workflow Step Name

Displays the steps that are affected by the settings you adjust from this page.

Page Options

These settings control which pages of an ITX form template display at the steps listed in the Workflow Step Name field. Page Options fields are listed in the table below:

Field Value
Available Pages

ITX form pages that are available to display in this workflow.

To set which pages of a form appear at the steps listed in the Workflow Step Name field, click a page from the Available Pages list and click the right arrow to move the selection to the Displayed Pages list: . Click the double arrow to move all pages to the Displayed Pages list: .

To remove pages from the Displayed Pages list Select a page and click the left arrow to remove it from the Displayed Pages list: . Click the double arrow to remove all pages from the list: .

NOTE    In eForms Designer, if the form author has set the work page to be displayed and there are published cells on the work page, this page is listed in the Available Pages column. Otherwise, the work page is not available.

Displayed Pages

Pages that are set to display at the steps listed in the Workflow Step Name field of this workflow.

NOTE    If you want settings to affect a single step, you must close this page and access it again with only the step you want to adjust selected.

Toolbar Button Options

These settings control how the toolbar displays for each step of the workflow.

Field Value
Show

Check this field to display this button in the form toolbar.

Indicates the button has no associated command.
Toolbar Button The name of the toolbar button.
Alias The name that appears next to the toolbar button. If no alias was entered, the Name value displays.
Tooltip If a value was entered, this field lists the information that will appear when the user hovers the cursor over the button.
Click to access detailed settings for this button. See Toolbar Button Details for more information.

Built-in workflow policy toolbar buttons include

For a description of the commands these buttons execute, see Workflow-based form operations.

NOTE  Customization of the toolbar and tool tips takes precedence over product localizations.

Form Options

The Form Options section of this page provides access to additional settings pages.

Toolbar Location

Choose the location where you want the toolbar to display. By default, the toolbar is placed above the form.

Click Add Button to access settings to create a custom toolbar button. See Add New Toolbar Button for details.

Click Order Buttons to access settings that adjust the order in which the toolbar buttons display. See Toolbar Button Display Order for details.

Click Add Command to access the Add New Command settings. Two types of custom command can be assigned to toolbar buttons: HTTP Request and Java Script. See Display Properties - Add New Command for details.

Click Modify Command to access settings to edit command instructions and related toolbar button associations. See Modify a Toolbar Button Command for details.

Attachment Behavior

Click Settings... to access settings for attachments. If the workflow author has configured attachments in the workflow properties of the workflow definition, you can set the layout for each attachment. The user sees an Attachments button on the toolbar. See Attachment Behavior for details.

Region Layout

Click Settings... to access Region settings. Regions are areas, or frames, that surround the form, and they can be modified with custom text or graphics and resized by pixel height and width, depending on the region. See Region Layout for details.



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