AX1342

Edit Plan File Process Step

The Edit Plan File Process Step is intended to be used for steps where you need users to edit plan files in a file group.

Step behavior

When a plan file becomes active in the Edit Plan File Process Step, a task is generated for the step owner to edit that plan file. When the owner has completed their edits, the owner can move the plan file to the next step in the process by using the Mark step as complete action.

While the plan file is active in the step, the designated owner has their security permissions "elevated" as necessary so that the user can open the file, and save the file and its data. This elevation occurs if the plan file is included in the user's plan file permission set, and if Interacts with Process Management is enabled for the permission set. For more information, see How plan file processes and security interact.

Step-specific settings

Edit Plan File Process Steps have the following step-specific settings:

Item Description

Save and validate plan file before advancing to next step

Specifies whether plan files must be validated and saved before the process task can be completed.

  • If enabled, then plan files are validated for save errors and then saved (including a save-to-database) before completing the task. If the validation fails then the task cannot be completed.
  • If not enabled (default), then the task is completed without performing any validation or save actions on the plan file.

NOTES:  

  • If the file group uses virtual plan files, then the validation process only performs a save-to-database. The plan file itself is not saved when using virtual plan files.

  • If Process Plan Files with Utilities is enabled in the file group properties, then utility processing is performed instead of validating and saving the plan file. The utility processing must complete without error in order to complete the process task.

    When performing utility processing for process step validation, Axiom Software first checks for a ProcessPlanFileUtilities data source flagged as the ProcessValidation data source. If no ProcessValidation data source is found, then the data source flagged as the Default data source is used.

Open forms-enabled plan files as

Select one of the following to determine how form-enabled plan files are opened from the Process task pane:

  • Form in the client (default)
  • Form in web browser
  • Spreadsheet

This setting only applies if the plan files in the process are form-enabled; otherwise it is ignored.

NOTE: When using the Axiom Excel Client, Axiom forms will always open in the user's browser instead of within the application, regardless of this setting.

The spreadsheet option for this setting is also honored for purposes of generating the document link within process notifications. If Spreadsheet is specified, then hyperlinks generated using the {LinkToPlanFile} variable will open the plan file as a spreadsheet in the user's default desktop client. However, if Spreadsheet is not specified, then the hyperlink always opens any form-enabled plan files as forms in the Web Client. The ability to generate a hyperlink to open the file as a form within the desktop client is not supported.