Defining Order Details

Order details define the process, order lifecycle policy, and creation task associated with the order type. The details also include an execution priority and whether the order type inherits from and extends another order type.

To define order details:

  1. From the Studio menu, select Show Design Perspective.

  2. Click the Studio Projects tab.

  3. Double-click an existing order.

    The Order editor opens with the Order Template tab active. See "Order Editor Order Template Tab" for more information.

  4. Click the Order editor Details tab.

    See "Order Editor Details Tab" for more information about the fields on this tab.

  5. In the Extends field, determine whether to inherit order attributes from another order.

    Orders can inherit data from other orders, which enables you to leverage order data when building new, similar orders. See "About Order Extensions and Inheritance" for more information.

  6. In the Subject field, select an order subject.

    The order subject can be used to filter the orders in the OSM web clients.

  7. In the Lifecycle Policy field, select a lifecycle policy to control which order state and transaction combinations a role can perform for this order type.

    See "Working with Order Lifecycle Policies" for more information.

  8. In the Default Process field, select the process to which this order is submitted. See "Working with Processes" for more information.

  9. In the Creation Task field, select the task that creates and submits the order before the workflow begins. The creation task defines the data that is required to be present when the order is created.

  10. In the Priority Range field, specify a minimum and maximum priority for the order to execute within.

    For example, if you specify a range of 5 to 7 and the order is created with a priority of less than 5, the priority value will be rounded up to 5. If the order is created with a priority of more than 7, the priority value will be rounded down to 7.

  11. Click Save.

Related Topics

Order Editor