Setting Up A Step

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Setting Up A Step

Every Step in a Template can be customized to suit your needs.

Click on the Step you would like to customize.

Then click the Step Information Editor in the Property pane. This shows all the options available to customize the current Step.

Some options are common to most element types. The table below highlights the options available to container Steps and input element Steps.

Options	Containers	Input Elements
Step Type
Step Title
Validation action name	Only available to: Form Task Loop
Validate iteration	Only available to Loop
Last iteration	Only available to Loop
Number of iterations	Only available to Loop
Target version	Only available to Component
Behavior	Only available to Component
Url	Only available to Media
Step Options
Step color
Estimated duration
Custom Sequence
PTC
Custom Fields
Step Facets
Step Object Data
Documentation Reference
Effectivity
Role Conditioned
Score
Link to Object		Available to all input elements except Drawing and Signature
Signoff flow	Only available to Form Task
Local Variables	Only available to Form Table Loop Component

Options Common To All Types Of Steps

Step Type

This option allows you to change the type of the selected Step. You can select a type from the dropdown list as shown below.

Warning

Step-specific data will be lost when you change the Step Type.

Step Title

Enter the title for the Step in the text box as shown below. This information will be displayed to the user.

Check the HTML option to allow advanced text editing options as seen below.

Step Options

Step options require the user to complete a certain action before validating the Step. Checking the options sets them on the Step. The following eight options are available:

Option

Description

Adding a picture is mandatory. You cannot validate this Step if a picture is not attached to the Step.

Adding a voice recording is mandatory. You cannot validate this Step if a voice recording is not attached to the Step.

Adding a comment is mandatory. You cannot validate this Step if a comment is not attached to the Step.

Adding a video is mandatory. You cannot validate this Step if a video is not attached to the Step.

Answering a required Step is mandatory.

If a required Step is not answered, a message box indicating that the Task cannot be completed is displayed to the user.

The Steps following a blocking Step are revealed only after the user answers the blocking Step.

The actions on this Step are disabled.

The pin of the user is required to answer this Step.

Note

These options are not available on Label Steps.

Step color

You can set one of the following colors on the icon of the selected Step.

The Step icon appears in the selected color.

Estimated duration

You can give an estimation of the time needed to complete the Step.

Custom Sequence

You can set a Custom Sequence for a Step. The Custom Sequence replaces the default numbering of the Step.

PTC

PTC stands for Parts, Tools and Consumables.

PTC lists the Parts, Tools and Consumables needed to execute the Step. These details are populated from the existing Data Objects.

To define PTC details for a Template, see Defining PTC details.

Custom Fields

If the execution of the Step requires any of the predefined Custom Fields, it can be set here.

To add Custom Fields to a Template see Adding Details in Custom Fields.

Step Facets

Facets help to identify a Step or provide information to the users who run the Task.

To add a Facet to a Template, see Adding Facets

Step Object Data

You can add Data from one or several Objects to the Step.

To display Object Data on a Template, see Displaying Template Object Data.

Documentation Reference

Important

This section is visible to enterprises with the Documentation Bundle module activated.

You can select a Reference Document that will be associated to this Template. If changes are detected in the associated Reference Document during the Screening process, the Template is detected when looking for impacted Templates.

This section is filled automatically when you generate a Template from a Reference Manual.

Effectivity

Using this option, the Template Author can control the behavior of the Step based on a condition.

Action

The desired behavior is selected from the three options available in the Action dropdown list.

Enable: Step will be visible but no action can be performed in case the condition is not satisfied.
Display: Step will be invisible in case the condition is not satisfied.
Read Only: Inputs will be disabled, but the Step can still be validated. Scripts or default values can still pre-fill some information.

Type

The type of condition is selected from the Type dropdown list. Based on the type of condition chosen, further options are displayed to set the condition.

To apply Effectivity to a Template, see Applying Effectivity.

Role conditioned

Using this option, the Template Author can control the behavior of the Step based on a role of the user.

Roles

One or more Roles can be selected using the dropdown list Roles.

Action

The desired behavior is selected from the three options available in the Action dropdown list.

Enable: Step will be visible but no action can be performed in case the condition is not satisfied.
Display: Step will be invisible in case the condition is not satisfied.
Read Only: Inputs will be disabled, but the Step can still be validated. Scripts or default values can still pre-fill some information.

To define Role conditioned access on a Template, see Defining Role conditioned access.

Result Set

You can enable this option to store and compute the Step answers for Result Sets. During the execution of the Tasks, the user input values for the Steps are stored.

When a Task is paused or completed, a Result Set is generated with the Step Values. The values of the elements in a Result Set are dynamically updated.