Configuring a phase

After you have created a phase, you can configure the phase using the Layout screen, which provides a graphical drag-and-drop interface. See, Layout Configurator.

To configure a phase:

  1. Select Configuration > Workflow > Phases. The Phases screen is displayed.
  2. Select a record and click Layout. The Layout screen is displayed.
  3. Configure the phase’s parameters. See, Configuring parameters.
  4. Configure the phase’s actions. See, Configuring actions, phases, and operations.
  5. Configure the phase’s transitions. See, Configuring transitions.
  6. Click Save.

See, Action APIs for details on how to view the full list of available actions that can be used when configuring phases.