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.
Each
type of step has different properties.
- Launch step properties
- General: Instructions for the
launch user, launch processor.
- Routing: Responses and outgoing
routing.
- Assignments: Attributes, field
assignments, and milestones for launch. (Assignments and milestones
are post-launch only.)
- Rules: Rule sets to be run after completion.
- Custom Attributes : Attributes
- 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.
- Description: Description information for authoring purposes.
- Activity step properties
- General: Participant instructions, step destination (work queue
or participant), participant privileges, step deadline, step processor.
- Parameters: Data fields, attachments, workflow groups to use as
parameters.
- Routing: Responses and outgoing
routing.
- Assignments: Field assignments,
and milestones for the current step. (Assignments and milestones are
before execution or after completion.)
- Deadline: Time limit for completing the step, an optional reminder,
and a submap to be executed if the time limit expires.
- Rules: Rule sets to be run before execution, on save, or after
completion of the step.
- Custom Attributes : Attributes
- 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.
- Description: Descriptive information about the step.
- Submap step properties
- General: Submap to call at this step, a description.
- Routing: Incoming and outgoing
routing options.
- Rules: Rule sets to be run before execution or after completion
of the step.
- Custom Attributes: Attributes for the current 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.
- Description: Descriptive information about the step.
- System step properties
- General: Function selection,
description.
- Routing: Incoming and outgoing
routing options.
- Rules: Rule sets to be run before execution or after completion
of the step.
- Custom Attributes: Attributes for the current 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.
- Description: Descriptive information about the step.
- Component step properties
- General: Operation selection, description.
- Routing: Incoming and outgoing
routing options.
- Rules: Rule sets to be run before execution or after completion
of the step.
- Custom Attributes: Attributes for the current 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.
- Description: Descriptive information about the step.