Specify step properties

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
    • 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
    • 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.
    • 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.
    • 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.
    • Description: Descriptive information about the step.