Step Information
When you select a Step, icons appear to the right of the Step.
An option is enabled on a Step when
the option icon appears in color when the Step is selected.
the option icon appears in grey when the Step is not selected.
The Step Label indicates the hierarchical position of the Step within the Template, unless it is overridden by the Custom Sequence.
In the below example, the Step Label is 1.1.
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Notice the icons of the options enabled on the above Step appearing in grey when the Step is not selected.
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The following options are displayed for the Step.
Clicking an option icon opens the Step Information Editor, unless specified otherwise.
Icon | Name | Description |
---|---|---|
![]() | Required | This Step is required. The user must answer this Step. Unless this Step is answered, the parent group (if any) cannot be validated. |
![]() | Tags | This Step has a tag. Click to open the Tag Editor. |
![]() | Script | This Step executes a script. Click to open the Script Editor. |
![]() | Conditions | This Step has conditions. Click to open the Condition Editor. |
![]() | Documentation | This Step has documentation attached. Click to open the Documentation Editor. |
![]() | Step Facets | This Step has facets. |
![]() | Step Object Data | This Step displays object data. |
![]() | Blocking | This Step is blocking. Unless this Step is validated, the user cannot continue in the current execution branch. For example, if Step 1.2 is blocking, the user cannot answer Steps 1.3 , 1.4 etc. However, the user can proceed with Step 2.1. |
![]() | Picture required | A picture is required in this Step. |
![]() | Audio required | An audio recording is required in this Step. |
![]() | Comment required | A comment is required in this Step. |
![]() | Video required | A video recording is required in this Step. |
![]() | PIN required | A PIN is required to enter an answer. |
![]() | Linked to Object | This Step is linked to an Object. The data that you enter in this Step is added to the linked Object. |