Workflow Phase Details View

Workflow Manager 2017

On the Workflow Phase Details view, which opens when you create a new workflow phase or edit an existing workflow phase on the Template Details page, you build the workflow phases of a template.

The Workflow Phase Details view consists of the following options:

Workflow Phase Details View

Option

Description

Workflow Phase Name

Enter a name to identify this workflow phase.

Phase Type

Select one of the following options to identify the workflow phase type:

•

Data Entry Phase—Phase containing the data collection step that is required when submitting a request.

•

Work Phase—Standard phase that has no restrictions.

•

Customer Acceptance Phase—Phase that requires Customer approval to be completed.

•

Last Phase—Phase including administrative tasks after Customer project has been completed.

•

AdminStudio Workflow—Phase is performed in its entirety as an AdminStudio project.

Note • By default, an AdminStudio Workflow phase is automatically assigned to the AdminStudio user named admin@servicer.com. To change this default user to a different user, go to the <appSettings> section of the web.config file on the web server and edit the following line:

Note • If you are editing a Workflow Phase that is in use, the Phase Type field is disabled.

Sort Order

Enter a number to determine where this workflow phase will appear in the workflow phase list, with lower numbers appearing higher in the list.

Define a condition for workflow branching?

Select one of the following options:

•

No—Select No to create a standard, non-branching workflow phase.

•

Yes—Select Yes to define this workflow phase as a workflow branch or merge phase. When you select Yes, additional options are displayed.

Branch and Merge Phases

In a branch phase, the workflow proceeds in two different paths depending upon an item of data that was collected. A merge phase is where a workflow with branch phases merges back together.

Link to next phase

Select the existing phase that you want to follow this phase in the Workflow.

Note • This option is displayed only if the Define a condition for workflow branching? option is set to No.

Caution • Even though phases are listed in a specific order in the phase/step tree, they are not automatically linked together. If you create a phase but fail to link it to a preceding phase, it will not be visible in the workflow.

Tip • The easiest way to link phases is to create all of the phases first, and then edit each of them to link the phases together.

Select the branching condition

Select a Data Element to use as the branching condition.

If one the following is true, the Select the branching condition list will be empty:

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You have not created a data group with the When collected? option set to Later in the workflow.

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You have created a data group with the When Collection? option set to Later in the workflow but that data group does not contain a data element with the Data Type of Single Selection List or Radio Button.

•

You have created a data group with the When Collection? option set to Later in the workflow and the data group contains a data element with the Data Type of Single Selection List or Radio Button, but the Use to define conditions/branching option for that data element is set to No.

Note • This option is displayed only if the Define a condition for workflow Branching? option is set to Yes.

Condition Value / Next Phase List

If the Define a condition for workflow branching? option is set to Yes and you have selected a data element from the Select the branching condition list, a table displaying the possible values for that data element is displayed:

•

Condition Value—Lists all of the possible responses for the data element that was selected.

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Next Phase—For each Condition Value listed, select the phase that will be displayed to users who selected that value.

Create / Update

Click to save your entries.

Delete

Delete this workflow phase.

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Workflow Phase Details View

Workflow Manager 2017 Help Library (Updates 1 and 2)

3 September 2018