AX1103

Process definition properties

This topic is a reference for all properties that can be configured for general process definitions.

Process Properties tab

This tab defines the basic properties of the process definition.

Item	Description
Process Name	The name of the process. This name defines: The name of the process definition file. The process name displayed in process dialogs and web pages, if no separate display name is defined.
Display Name	Optional. The display name of the process. By default, the process name is used as the display name. If a display name is defined, then the process displays in process dialogs using the display name instead of the process name. The process definition file continues to use the process name.
Description	Optional. The description of the process definition. This description displays in the Process Status dialog.
Process Owner	The owner of the process. By default, this is set to the user who created the process definition, but it can be changed to another user. The process owner receives all administrative notifications for the process and can perform all administrative actions for the process (such as starting and stopping the process, overriding task ownership to mark steps as complete, and so on).

Configuration Properties

The following configuration properties can be set for the process:

Item	Description
Allow step owners to see all steps in the process task pane	Specifies whether the assigned step owners can see all steps in the process when they interact with tasks in the Process task pane. By default, this option is disabled, which means that step owners only have access to the Task View in the Process task pane, which shows the currently active task. If this option is enabled, then step owners gain access to the Process View, which shows all steps in the process. Users can toggle between each view. This setting is only applicable to non-admin step owners. Administrators and process owners can always see all steps of any process.
Default Process Assignment	The user to be used as the default step owner if no specific user assignment is made for a particular step. The default assignment only applies to steps where the Assignment Type is set to User.

Item

Description

Allow step owners to see all steps in the process task pane

Specifies whether the assigned step owners can see all steps in the process when they interact with tasks in the Process task pane.

By default, this option is disabled, which means that step owners only have access to the Task View in the Process task pane, which shows the currently active task. If this option is enabled, then step owners gain access to the Process View, which shows all steps in the process. Users can toggle between each view.

This setting is only applicable to non-admin step owners. Administrators and process owners can always see all steps of any process.

Default Process Assignment

The user to be used as the default step owner if no specific user assignment is made for a particular step. The default assignment only applies to steps where the Assignment Type is set to User.

Process Steps tab

This tab defines the steps for the process. Steps are managed in the left-hand pane. Step properties are defined in the right-hand pane using the following sub-tabs: Step Properties, Assignments, and Step Notifications.

Step Properties

This sub-tab defines basic properties for the selected step.

Item	Description
Display Text	The display text for the step. If left blank, the display text is the step type (for example, "Approval Step" or "Generic Process Step"). It is strongly recommended to define display text that clearly identifies the specific purpose of this step.
Description	Optional. The description of the step. You can use this field to further explain the purpose of the step or to provide additional instruction to the step owner. Users can see the step description in a tooltip when hovering the cursor over the step in the Process task pane.
Process Step Configuration	Some step types have additional properties that only apply to that particular step type. For more information about each step type and its unique configuration properties, see Process step types.

Item

Description

Display Text

The display text for the step.

If left blank, the display text is the step type (for example, "Approval Step" or "Generic Process Step"). It is strongly recommended to define display text that clearly identifies the specific purpose of this step.

Description

Optional. The description of the step.

You can use this field to further explain the purpose of the step or to provide additional instruction to the step owner. Users can see the step description in a tooltip when hovering the cursor over the step in the Process task pane.

Process Step Configuration

Some step types have additional properties that only apply to that particular step type. For more information about each step type and its unique configuration properties, see Process step types.

Assignments

This sub-tab defines ownership assignments and due dates for the selected step. This tab does not apply to parent Parallel Subprocess or Multiple Approvals steps.

Item	Description
Assignment Type	Specifies the type of ownership assignment. The following assignment types are available: User: A specific user will be assigned to the step. Role: A specific role will be assigned to the step. Additional inputs are required, depending on the selected type. For example, if the type is User, then you must specify the assigned user. For more information, see Designating the process owner.
Due Date	The date when the step must be completed. This can be a specific calendar date, or the due date can be relative based on a number of days after either of the following: the date the process was started, or the date this particular step was started. The due date can also be left blank if the step does not have a specific due date. For more information, see Defining the due date for a process step.
Reset relative due date when step is reopened	Specifies whether the due date is reset when the step is reopened. This option is only available if the step uses a relative due date that is based on the step start date. By default, the step due date is calculated when the step is started, and that due date persists if the step is reopened. If instead you want the due date to be reset (recalculated) based on the date the step is reopened, select this option.

Item

Description

Assignment Type

Specifies the type of ownership assignment. The following assignment types are available:

User: A specific user will be assigned to the step.
Role: A specific role will be assigned to the step.

Additional inputs are required, depending on the selected type. For example, if the type is User, then you must specify the assigned user. For more information, see Designating the process owner.

Due Date

The date when the step must be completed. This can be a specific calendar date, or the due date can be relative based on a number of days after either of the following: the date the process was started, or the date this particular step was started.

The due date can also be left blank if the step does not have a specific due date. For more information, see Defining the due date for a process step.

Reset relative due date when step is reopened

Specifies whether the due date is reset when the step is reopened. This option is only available if the step uses a relative due date that is based on the step start date.

By default, the step due date is calculated when the step is started, and that due date persists if the step is reopened. If instead you want the due date to be reset (recalculated) based on the date the step is reopened, select this option.

Step Notifications

This sub-tab defines notification properties for the selected step. The settings on this tab are only used if notifications are enabled at the process level. If notifications have been disabled for the entire process, a note displays across the top of the tab.

This tab has the following sections:

Inherited Notifications: Use this section to manage the inherited notifications for this step. Inherited notifications are notifications defined at the process level. You can optionally enable or disable the inherited notifications on a per step basis, and you can edit the recipients for this step.
Custom Notifications: Use this section to manage custom notifications for this step. You can add new notification types, or you can add custom versions of the inherited notification types.

For more information on customizing notifications for steps, see Defining notifications at the step level.

Notifications tab

This tab defines email notification settings for the entire process.

Item	Description
Enable Process Notifications	Specifies whether notifications will be sent for the process. These notifications are typically sent to step owners, but can also be sent to other recipients. This option is enabled by default. When this option is enabled, you can also optionally enable or disable notifications for individual steps, using the Step Notifications sub-tab for the steps. If this option is disabled, then no notifications will be sent for the process. Any step-level notification settings will be ignored. This setting does not affect administrative notifications, which are always sent to the process owner (and any other recipients designated in Admin Notification Recipients).
Default Notifications	Defines the default notifications to apply to each step in the process. Each process starts with two notification types by default: Step Activated and Step Rejected. By default, these notifications are enabled for all eligible steps. You can define additional default notification types as desired and customize the existing default notifications. For more information, see Defining default notifications for a process.
Notification Delivery	Specifies the default delivery setting for all notifications in this process. Select one of the following: Notification task pane: Display the notification in the recipient's Notifications task pane. Email notification (default): Send the notification by email, using the recipient's email address as defined in Axiom Security. Both notifications: Send the notification by email and display it in the Notifications task pane. All notifications defined for the process will use the default delivery setting, unless you choose to specify a different delivery setting on a per notification basis. Administrative notifications always use the default delivery setting.
Notification Email From Address	Specifies the "from" email address for all notifications sent for the process. By default, the "from" address is the default "from" address defined for Scheduler in the system configuration settings (for example, `noreply@axiomepm.com`). If desired, you can override this default and type in a different email address to be used for the process.
Admin Notification Recipients	Specifies the recipients of administrative notifications for the process. By default, the process owner receives all administrative notifications, but you can designate other users or roles to receive these notifications as appropriate. For more information, see Designating the process owner.