Configure an 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.
- In WorkZone Configurator, click Process.
- Click Processes.
- Point to the Submission (Extended) process, and click
Edit parameters. - Specify the parameters depending on how you want the process to execute.
| Parameter | Description |
|---|---|
|
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. |
|
ReportID RecordType RecordState TitleTemplate |
The parameters ReportID, RecordType, RecordState, and TitleTemplate relate to the process history document. |
|
SuggestedTitle |
You can specify a title that will be suggested as default process title in the Start Submission (Extended) dialog. See Configure a process title. |
|
NotificationsDefaultActions |
The default actions that will be selected on the Notifications tab in the Start Submission (Extended) dialog. 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. |
|
UseSuggestedTitle |
Turn on this parameter if you want to use the suggested title. If turned off, the case title will be used as the process title. See Configure a process title. |
|
UseSteps |
Turn on this parameter, if you want to combine sequential and parallel process steps in an advanced submission process and in this way use the same functionality as the advanced submission process. Important: The UseStep parameter is only valid for the advanced submission process. Do not turn it on for the extended submission process. The Start submission (Extended) dialog will not work if you turn on this parameter.
|
See also Processes in the WorkZone Configurator Administrator Guide.