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.
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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 |
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Step Type |
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Step Title |
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Validation action name | Only available to:
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Validate iteration | Only available to
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Last iteration | Only available to
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Number of iterations | Only available to
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Target version | Only available to
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Behavior | Only available to
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Url | Only available to
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Step Options |
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Step color |
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Estimated duration |
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PTC |
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Custom Fields |
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Step Facets |
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Step Object Data |
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Documentation Reference |
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Effectivity |
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Role Conditioned |
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Score |
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Link to Object |
| Available to all input elements except Drawing and Signature |
Signoff flow | Only available to
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Local Variables |
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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.
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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.
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Check the HTML option to allow advanced text editing options as seen below.
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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.
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 | 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 Steps.
Step color
You can set one of the following colors on the icon of the selected Step.
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The Step icon appears in the selected color.
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Estimated duration
You can give an estimation of the time needed to complete the Step.
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Custom Sequence
You can set a Custom Sequence for a Step. The Custom Sequence replaces the default numbering of the Step.
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PTC
PTC stands for Parts, Tools and Consumables.
PTC lists the Parts, Tools and Consumables needed to execute the Step. These PTC details are defined from the existing Data Objects.
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Custom Fields
Custom Fields can be added if the execution of the Step requires them.
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Step Facets
You can add Facets help to identify a Step or provide information to the users who run the Task.
Step Object Data
You can display Object Data from one or several Objects to the Step.
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Documentation Reference
Important
This section is visible to enterprises with the 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.
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Effectivity
Using this option, the Template Author can control the behavior of the Step based on the Effectivity.
Action
The desired behavior is selected from the three options available in the 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 dropdown list. Based on the type of condition chosen, further options are displayed to set the condition.
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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 .
Action
The desired behavior is selected from the three options available in the 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.
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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.
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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.
Local Variables
You can set up local variables on any Step.
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Score
You can set a Score for each Step. You can also set a Score for the completion of the full Template in the .
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Link To Object
You can link the Step to an object. This feature allows you to use a Template to add Data to an Object.
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