Specifying the process flow with process rules
After you add process steps to your process, you must specify their sequence. We use process rules to do this. In the Process Designer, process rules look like arrows between the steps.
Note: Document types are required. See Creating or editing a document type.
Use this procedure to link two process steps:
Using the XBOUND Management Center, open a console containing the Process Designer.
Under , click the desired process.
In the area, click :
Point to the first process step. When the arrow pointer changes to a hand pointer, click and drag the pointer from the first process step to the second.
If the cursor will not turn into a hand, make sure that the step you are pointing to is not selected. If it is, select another step and then point to this one again.
Create arrows between the subsequent process steps in the same way.
If your process is branched, and if documents are to run through only one branch, then you must 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.
Optional: Apply process rules to sub-documents.
Optional: Configure a time delay.
Optional: Add field values to documents that pass through the process rule.
Tip: There is a similar functionality using quick access values (match codes). For more information, see The dialog.
Optional: Change the priority of documents that pass through the process rule.
Save the process by clicking the button:
Optional: Add a design comment.
The next step is typically configuring the process steps.