AX1351

Table Process Step

The Table Process Step is intended to be used for steps where you need a user to perform some kind of administrative action on a table.

Process behavior

When the Table Process Step is the active step, the step owner has two actions available in the Process task pane:

  • <Action>: The user can click the action link to open a table or perform the action associated with this step. The text of the action and what it does depends on the Selected Action for the step. For example, if the Selected Action is Clone Table, then the link text is "Clone Table" and clicking on it opens the Create Table dialog for table cloning.

  • Mark step as complete: The user can click on this link to complete the active task.

Step-specific settings

When configuring a Table Process Step, complete the following settings in addition to the general step settings:

Item Description

Selected Table

The table on which to perform the designated action. Click the folder icon to select a table.

Selected Action

The action to perform on the table:

  • Clone Table
  • Edit Table Data (meaning Open Table in Spreadsheet)
  • Edit Table Structure

In all cases, the assigned user will be able to open the associated dialog from the Process task pane when the step is active. The display text and/or description for the step should make it clear to the user what they are expected to do in order to consider the step complete.

If Edit Table Data is the selected action, then you can optionally define a Data Filter and/or a Row Limit for the task.

Data Filter

Optional. Define a data filter to limit the data to be displayed in Open Table in Spreadsheet. Use the Filter Wizard to create the filter criteria statement.

This setting only applies if Edit Table Data is the selected action.

Row Limit

Optional. Enter a number to limit the number of rows to be displayed in Open Table in Spreadsheet.

This setting only applies if Edit Table Data is the selected action.

NOTE: The assigned user for the step must have the appropriate security permissions to access the table and perform the designated action. The Table Process Step does not grant any permissions or elevate any existing permissions.