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User's Guide
Setting workstep properties : Defining properties of Activity worksteps : Specifying general properties of Activity workstep

Specifying general properties of Activity workstep

From the General tab of the Properties view:
1. Identify the workstep by entering a name in the Name box. The name of the workstep is displayed in the process template diagram. Workstep names can only include alphanumeric characters and underscores (_).
2. Enter a label for the workstep in the Label box. This label of the workstep appears in Business Process Portal.
3. The Performer box (available only for Process Models) displays the performer assigned to the Activity workstep (as described in Assigning performers). To assign another performer, click the ellipsis button beside the Performer box to open the Performer dialog box.
a. All the User performer types available in the process are listed in the Performer dialog box. If there are many performers listed, then you can search the performer using the Search box and any User name containing that string is displayed in the text area. You can create a performer by clicking New to open the Performer dialog box (Defining a user as a performer).
b. Click OK, to select the user as the workstep performer and to return to the General tab.
4. From the Default Performer box (available only for process models), specify the default performer, to whom the Activity workstep is assigned if the workstep performer is not available. The default performer can be an individual user or a dataslot. This is an optional field. To assign a default performer, click the ellipsis button beside the Default Performer box, then select the Select a Performer option to open the Performer dialog box.
5. The Presentation box defines the look and feel of the presentation pages for the Activity workstep. To change the presentation format, click the ellipsis button beside the Presentation box to open the Presentation dialog box (for more information, see Defining workstep presentation format).
6. To set the priority of the workstep, select any of the predefined options from the Priority drop-down list (available only for process models). Predefined options include: Low, Medium, High, Critical, and Use a dataslot. If you select Use a dataslot, then you can use the Select Dataslots dialog box to select any of the listed dataslots of CHARACTER type.
7. The Overdue in box displays the default duration (2 hours) in which the workstep needs to be completed. Modify the time in which the workstep is overdue by clicking the ellipsis button beside the Overdue in box, and select either of the following options:
*Enter a duration option to open the Duration dialog box. Enter the number of days, hours, minutes, or seconds to specify the workstep’s duration. Click OK.
*Use a Dataslot option to open the Select Dataslots dialog box, which lists the INTEGER dataslots available in the process. Select a INTEGER dataslot to specify a dynamic duration for the workstep, and click OK. You can use only INTEGER dataslots with integer values for duration.
The value of this INTEGER dataslot must be in seconds, since this is the unit of time that BP Server expects for the duration until workstep completion. For example, if you want to set the workstep overdue duration to two minutes, then enter the dataslot value as 120 seconds.
8. Select the Skippable checkbox to allow an individual or member of a group to skip this work item (or task) at runtime. When the application is published on Business Process Portal, the task that represents the work item includes a Skip button that performers can click to skip the task. For example, if a work item is assigned to three performers and two of the performers choose to skip the work item, the third performer can perform the task. This feature is present only in Activity worksteps for Process Models.
9. Select the Collect Work Time check box if you want to force the performer to enter the time it took them to complete the task. By selecting this checkbox, you create a footer in Business Process Portal that requires the user to enter the Days, Hours and/or Minutes they needed to complete the task. This feature is present only in Activity worksteps for Process Models.
10. To make the Activity workstep execute multiple times, select the Loop checkbox. Follow the Defining a Loop condition procedure. This feature is not available for Web applications.
* Defining a Loop condition