Question
How do I change step within a stage?
Hi All,
We're currently doing a POC for a customer here in the UK and we have the following Case design:
- Order Entry
- Find Customer and Contract
- Add Customer
- Add Contract
- Enter Order Detail
- Validate Order
Currently, when creating an order we have three possible stories:
A) If the user finds the customer and contract they proceed directly to 4. Enter Order Detail and then to 5. Validate Order
B) If the user finds the customer but not the contract then they go to 3. Add Contract then to 4. Enter Order Detail and then 5. Validate Order
C) If the user can't find the customer then they go to 2. Add Customer then to 3. Add Contract then to 4. Enter Order Detail and then to 5. Validate Order
The customer would like this functionality delivered so that they can select a customer or contract pair from a grid and then click a button to either create a new customer, contract or order.
I have attempted to use an activity and New-Flow to call the respective flows however some of the information is not being passed across as well as ResumeFlow.
Is there a standard way to move between steps within a stage and resume flow processing? I know there is the pxChangeStage activity which I have used before but I feel there ought to be something as simple to use for changing stages?
Cheers all!
***Updated by moderator: Marissa to close post***
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You can have mutliple Flow Actions leaving an Assignment.
Within the Actions tab for the Flow Action with the highest likelihood value, e.g., 90, check the box that hides the Submit and Cancel buttons as shown below.
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Within the Section that this primary Flow Action references, add your own Buttons at the bottom.
For the Button that corresponds to the primary Flow Action, specify "Finish Assignment" within the Button's Actions tab.
For each alternative Flow Action add a Button where the Action tab does "Perform Action".
Here you simply have to name the Flow Action to which the Button corresponds.
Each Flow Action would call a post-Data Transform to set a flag that indicates that it, and not some other Flow Action, was submitted.
The rest, as you said, is configuring one or more successive Stage steps to be conditional.
Hi Nick,
your found it yourself. Using when rules in the step behaviours is the right thing to do. As long as you only move forward and don't have to move back to a previous step.
Moving backwards is possible with some limitations at the moment, 7.1.8 or later release will have some new features that will allow to re-start a stage and to move back to a previous step within a stage.
Ben Baril wrote:
Hey Ken, what has changed in 7.1.9 for this?
That project was delayed to 7.2, but you won't have to wait long! We're putting on the finishing touches now. Basically we combined the Stage Designer and Outline View, so now you can go back a step easily using the Previous flow action, since steps are shapes in flows. Let me know if you would like a sneak preview.
It sounds like use of Alternate stages is one possible solution here.
From your description, I see that the Happy Path includes steps 1,4,5. So could you just have these steps on two or three primary stages.
Steps 2,3 could be two separate Altenttae stages.
Use Change Stage shape to jump to Alternate stages or back to Primary stages.
I have worked a solution out that allows you to skip through the steps when needed, it does not allow you to move back to a previous step.
Solution:
On the button actions, use Finish Assignment. Call a Data Transform which sets one of two values (IsNewCustomer and IsNewContract). Create two when rules and place them on the step configurations for 2 and 3. The when rules look at the flags and if they're set to true, it should allow the step to be completed. If false it will skip the step.
So when the user clicks the button, a flag is set and the system works through the stage and decides if it needs to complete the step.