IBM FileNet P8, Version 5.2.1            

Properties of general steps

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.

Table 1. General step icons and assignment
Icon Description
Participant General step General step/

Participant

Work Queue general step General step/

Work Queue

Unassigned general step General step/

Unassigned

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

Table 2. Properties for the general step
Property Description
Step tab The current state of the work items at the selected step. See the section on 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 participants work items.
  • Participant list contains a list of users who have completed the step or whose work is still in progress. 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 the section on 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.

Table 3. Property pane tabs for the general step
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.

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.


Last updated: October 2015
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