Configuration Phase Process

1. Configuration Phase

1.1 Phase Details

• Phase Name: Name the phase according to your business process.
• Phase Description: Describe the purpose or meaning of this phase.
• Phase Duration:
  • No time limit: timeout notifications cannot be configured.
  • Phase duration: timeout notifications can be configured.
• Timeout Notifications:
  • You can add reminders for before and after timeout.
  • Recipients can be selected from colleagues, Departments, department managers, process-related variables, Roles, user groups, data-related variables, and person object variables.
  • Notification content can include data variables.

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1.2 Phase Completion Conditions

• Tasks required to enter the next phase: List all tasks under this phase. Check tasks that must be completed to finish this phase.

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1.3 Phase Entry Conditions

• Standard Phase: Filterable fields include fields of this object, lookup object fields, the owner’s primary Dept., person, and person Attribute.
• Terminal Phase:
  • Conditions required to enter this phase:
    • Field-based: a. Filterable fields include fields of this object, lookup object fields, the owner’s primary Dept., person, and person Attribute. b. You can select phases that must be completed before entering this phase.
    • Custom-function-based: Validate entry by configuring a custom function. The function must return a value of type ValidateResult.
  • Terminal entry message: Customizable message up to 100 characters.
  • Phases required to be completed before entering: Select phases that must be finished before entering this phase.

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