Edit Plan File Process 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 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.

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.

Optional. This section is only available if the system configuration setting ShowCopyPlanFilesActionInProcess has been enabled for your system. For more information on this feature, see Copying plan files when a process step is completed.

Specifies whether tasks for this step are displayed and sorted by the plan code values or by the description values in the Process task pane .

By default, tasks in the Process task pane are displayed and sorted by the plan code values. The associated descriptions are appended to the plan code values in parentheses. For example, if the plan code table is Dept, and the description for department 25000 is Finance, then the task displays as follows:

If this option is enabled, then tasks in the Process task pane are displayed and sorted by the description values instead. In this example, the task would be displayed as "Finance". Plan code values do not display in the task list when this option is enabled.

NOTE: This option only affects the display of tasks for this step within the Process task pane. When a task is completed using the Process task pane, the resulting Process Action dialog continues to display tasks using the plan code values with the description in parentheses.