BPM Tab Define Steps Section
Use this section of the tab to build, edit, and refine all of the steps in the business process. Lines can be added to the table using two methods:
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Drag roles and branches from the left side of the section and drop them on the Steps table
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Use the Add Role and Add Branch buttons in the table toolbar
The business process defined in the table is evaluated in order from top to bottom. Lines can be dragged up or down in the table to change their evaluation order and, if you drop a line on a branch step, assign them to a branch sub-table.
 Roles TabThis tab displays all of the roles at the selected level. Drag a role and drop it on the Step table to add a line at the bottom of the table.
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 Branch Rules TabThis tab displays all of the APM branch rules that are associated with the record type(s) selected in the Associated With field in the BPM Tab Header Fields. Drag a branch rule and drop it on the Steps table to add a line at the bottom of the table.
To create a branch rule for the selected level, right click on a record type folder and select "Add Branch Rule" from the flyout menu.
To edit or delete a branch rule for the selected level, right click on a branch rule in the tree and select from the flyout menu.
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 Add Role ButtonUse this button to create a new approver step line in the table instead of using the drag & drop method described above.
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 Add Branch ButtonUse this button to create a new branch step line in the table instead of using the drag & drop method described above.
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 Delete ButtonClicking this button opens a confirmation dialog:
If you click the OK button the dialog closes and all selected lines will be permanently deleted from the table. Note that this also includes all lines in all branch sub-tables for selected lines. This cannot be undone.
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 Refresh Button |
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 Expand/Collapse ButtonExpands or collapses the branch sub-table for the line
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 # FieldThe evaluation order of the lines in the table. This field can be indirectly edited by dragging the line up or down in the table and dropping it. If you drop a line on a branch line it is automatically added the to branch's sub-table and a decimal is added to this field.
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 Type FieldRead only. The  icon indicates that the line is a role step and that the role is locked (can't be reassigned at this level). The  icon indicates the line is a role step and that the role can be reassigned at this level. The  icon indicates that the line is a branch rule step. |
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 Description FieldRead only. The description of the role or branch rule in the line. An asterisk (*) after the description indicates a branch rule with the "Repeat" option selected (see Define Branch Rule Dialog). |
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 Level FieldRead only. This field indicates whether the role was defined at the System, Program, or Project level.
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 Action FieldRead only. This field lists the workflow action that will take place if the step is successfully concluded.
For role steps the possible actions are:
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Next Step - If this step is approved the record will move to the inbox of the roles on the next role step or the branch rule on the next branch step will be evaluated
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Final Approve - If this step is approved the Status field of the record will be changed to "Approved" and the workflow will end
For branch rule steps the possible actions are:
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Branch - If the rule evaluates to true the record will move to the inbox of the roles on the next step role in the branch sub-table or the branch rule in the next branch step in the branch sub-table will be evaluated
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Final Approve - If the rule evaluates to true the Status field of the record will be changed to "Approved" and the workflow will end
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Reject - If the rule evaluates to true the Status field of the record will be changed to "Rejected" and the workflow will end
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Return - If the rule evaluates to true the record will be returned to the inbox of the roles of a role step. Which role step it is returned to is determined in the configuration of the step (see Define Branch Rule Dialog).
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 Return To FieldRead only. If "Return" is one of the possible actions for the step, the role it will be returned to is shown here.
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 Delegate CheckboxRead only. For role steps, if the "Allow Delegating" option is selected in the Define Role Step Dialog this field is checked. |
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