Use this subtask to add a step to the
Start or individual approval steps.
Before adding a new step, make sure to save all changes to the workflow. After you add a step, you can use the Edit Node or Edit Activity subtask to modify the node/activity or add conditions to the node/activity.
Contents
| Field | Description |
|---|
| Parent
|
This field displays the parent step to which you are adding a step or activity.
|
| Name
|
Enter the step name. You can edit this name on the Edit Node or Edit Activity subtask.
|
| Level
|
Select the level of this step. Levels define the sequence in relation to the parent item. Valid options are:
- Next: Select this option to add a new item as next in a sequence after the currently selected step in the
Approval Steps table window. This is the default level.
- Option: Select this to classify this item as an option. This can be only applied to the
Activity node inside a
Group node. It indicates that the activity with an option level will be executed in parallel, together with other activities inside a group.
-
Then: Select this option to classify this item as a
Then option. This can be applied to
Activity,
If,
Group, and
Finish nodes. The
Then level defines a flow branch that will be routed if the parent
If node condition evaluates to True.
-
Else: Select this option to classify this item as an
Else option. This level defines a flow branch that will be routed if the parent
If node condition evaluates to False.
|
| Type
|
Select the type/node of this step. Valid options are:
-
Activity: Select this option to classify this item as an activity. Activities define individual steps in the approval process. Nodes (If,
Group, and
Finish), on the other hand, define the flow or the routing sequence of the workflow.
-
If: Select this option to classify this item as an
If node, which is a branching node that uses a condition and contains
Then and
Else activities. This is the only way to branch a workflow, where at least a
Then statement must be present. You can set conditions for the
If node on the Conditions subtask of the Edit Node subtask. The
If node represents the flow branching, and the
Then level (which always goes under the
If parent node) defines the beginning of the flow if the conditions evaluate to True. The
Else line defines the part of the flow if the conditions evaluate to False.
-
Group: Select this option to classify this item as an activity group, which contains parallel activities or options. When the
Group node is reached in the workflow execution, all activities defined as options under this node are executed immediately (in parallel). If all options under the
Group node are required, then the steps after the
Group node will not proceed until all activities have been approved. If none of the options are required, the
Group step/node is considered complete even if only one of them has been approved. Under the
Group node, only steps with
Type =
Activity and
Level =
Option is permitted. An activity that is defined as
Option has a
Required parameter on the Edit Activity subtask.
- Notify: Select this option to send a notification message to the approval role when the Notify node is reached. Define specific message text and the recipient role in the
Edit Node subtask for the
Notify node.
-
Finish: Select this option to mark this item as the end of the workflow. This node is not required. If the workflow reaches the end, finish is assumed. It is, however, helpful to add a
Finish node especially when it contains updates pertaining to the completion of the workflow or to just visually mark the end of the workflow.
|
| Add
|
Click this button to add this activity to the
Approval Steps table window.
|