Step Designs

You can use a step design to ask one question in an interview. The question might require one or more inputs from the interview user.

A step design consists of two major components, the input control and the exit action. In an interview, the input controls are used to record the user responses and the exit actions determine the actions that are carried out based on the responses.

Consider the following points about step designs:

A step design can be used in one or more interview designs.
You can edit a step design and change the step design properties.
You can make a step design inactive by setting the effective end date. An inactive step design continues to appear in any interview that it is added to. However, you cannot add it to any interview designs.

Step Design Components

Each step design has the following components:

Input Controls

A step design must have one or more input controls. The input control provides the means for a user to respond to the question asked in the interview step. The responses can be the entry or selection of a value, the selection of a party to the contract, or adding an attachment to the contract.

Exit Actions

An exit action is the run time action that is completed when the interview user completes the step and clicks Next or Done during the interview. An exit action is used to set the value of a component in the contract or to set the value of a variable that can be referenced by a later step in the interview. You can use various expressions and conditions to manipulate the responses to the input controls and determine the final value of the component or variable. A step design can have no exit actions or it can have many exit actions.