Configure extended submission

When an extended submission process is part of a phase process, you can manage, promote (move forward), and demote (move back) actions when the extended submission process is started, approved, completed, or rejected.

  1. In WorkZone Configurator, click Process.
  2. Click Processes.
  3. Point to the Submission (Extended) process, and click Edit parameters.
  4. Specify the parameters depending on how you want the process to execute.

 

PromoteOnEnter

Moves to the next phase in the phase process when a submission starts.

The default value is False.

 

PromoteBeforeClose

Moves to the next phase in the phase process when the last approver has approved.

The default value is False.

 

PromoteOnExit

Moves to the next phase in the phase process when the submission ends.

The default value is True.

 

DemoteOnReject

Moves to the previous phase in the phase process if the submission is rejected.

The default value is False.

NotificationsDefaultActions

The default actions that will be selected on the Notifications tab in the Start Submission (Extended) dialog box. When the selected actions are performed in the submission process, notifications emails will be sent to the employees that the process owner has selected. See Start an extended submission process in the WorkZone Process User Guide.

The parameters ReportID, RecordType, RecordState, and TitleTemplate relate to the history document. See Configure the process history document.

See also Processes in the WorkZone Configurator Administrator Guide.