Configure an advanced submission

The configuration of Submission (Advanced) parameters resembles the Submission (Extendend) parameters but the parameters that are used when the extended submission process is used as part of a phase process cannot be used for the advanced process.

  1. In WorkZone Configurator, click Process.
  2. Click Processes.
  3. Point to the Submission (Advanced) process, and click Edit parameters.
  4. Specify the parameters that are relevant for the advanced submission process.
Parameter Description

 

PromoteOnEnter

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

The default value is False. Do not use.

 

PromoteBeforeClose

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

The default value is False. Do not use.

 

PromoteOnExit

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

The default value is True. Do not use.

 

DemoteOnReject

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

The default value is False. Do not use.

ReportID

RecordType

RecordState

TitleTemplate

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

See Configure the process history document.

SuggestedTitle

You can specify a title that will be suggested as default process title in the Start Submission (Advanced) dialog. See Configure a process title.

NotificationsDefaultActions

The default actions that will be selected on the Notifications tab in the Start Submission (Advanced) 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 advanced submission process in the WorkZone ProcessUser 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.

Steps

Select a default template for advanced submissions that will be selected by default in the Start advanced submission dialog. See Templates for advanced submissions in the WorkZone Client User Guide.

UseSteps

Turn on this parameter, if you want to combine sequential and parallel process steps in the advanced submission process.

See also Processes in the WorkZone Configurator Administrator Guide.