Setting Up Process Flow Steps

Each process flow has one or more steps. Each step contains a distinct piece of functionality, and the outcome of each step determines the next course of action within the process flow. These steps may be based on the standard process components, based on rules unique to that step, or based on another process flow (sub-process).

A designer can specify an entire process flow as a step in another process flow by specifying the first process flow as a sub-process when creating a new step in the second process flow. This is one way to re-use process flow functionality and minimize duplication. However, note that individual process flow steps are not reusable and can only be associated with one process flow.

When a step is based on either a component or a sub-process, this step automatically inherits values based on the properties of the component or sub-process: Action Maps and Output Maps. These values are found on the Properties (or Input Map), Output Map and Action Map tabs. Each of these tabs may require additional configuration before a step may be properly linked to a process flow.

Each step you define within the Process Flow Designer corresponds to a Process Flow Steps record. To access a Process Flow Steps record, double-click the step on the Process Flow Design tab. See About the Process Flow Steps Form for details.

The Process Flows record in Aptify 5.0 provides a single interface for creating and configuring Process Flow Steps using the Process Flow Designer (that is, the Process Flow's Design tab). The sub-topics below describe how to define a process flow's step directly within a Process Flows record. However, you can still access individual Process Flow Steps records as needed. 


This topic covers the following sub-topics:

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