In which order are tasks completed in your process? Which documents are processed in which process steps?
These questions are answered by how your process is configured. In most cases, you need to:
Specify their sequence using process rules (arrows). You can configure a time delay. You can apply process rules to sub-documents.
Optional: Use branches in your process. You can run the documents in parallel through these branches, or you can run the documents through only one branch.
If documents are to run through only one branch, then you must also formulate process rules that control which documents to include or exclude from different processing steps. (For instructions, see Specifying which documents to route to a process step.)
Tip: Often the content of one or more fields on the document are used to determine which path a document will take through the process. (More information.)
You may also need to synchronize tasks at the point where the branches reconverge.
For a list that includes other ways of controlling the flow of documents
in your process, see Configuring an XBOUND
process: Overview.