Adding a step to an activity

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
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You can add steps or stub steps that must be completed to complete the activity. You can add a rule step to determine process routing or update case properties. You can add a property step to set the value of a case or activity property. You can add a stage step to move the current stage to another state.

Before you begin

Before you can add a step to an activity, you must add one or more swimlanes. Before you can add a rule step, you must define the business rule that you want to associate with the rule step. Before you can add a stage step, you must define the stages for the case type.

Procedure

To add a step to an activity:

  1. Drag a step to a swimlane in the canvas.
    You add a regular step to a role or workgroup swimlane. You add a property step, a rule step, a stage step, or a stub step to the System swimlane.
  2. Specify the step properties.

    For a regular step, you specify properties, such as name, description, deadline, and workgroups.

    For a property step, select the property that is to be updated from the Property list, then specify how that property is to be set.

    For a rule step, edit the Rule Name property to associate the rule step with a business rule.

    For a stage step, select one of the following values from the Action list to change the state of the current stage:
    Advance
    Completes the current stage and moves the case to the next stage.
    Go to Previous
    Returns the case to the previous stage.
    Put on Hold
    Puts the current stage on hold.
    Release
    Removes the hold on the current stage.