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Task Step Options Fields

Workflow Configuration > Create a Workflow Configuration > Workflow Configuration Wizard Fields

These options appear when you select a task step on the Configure Workflow step of the Workflow Configuration Wizard. They control basic step characteristics.

Context Type

The kind of object that the step runs against.

Budget: The step runs against budgets.

Budget Change: The step runs against budget changes.

Budget Transfer: The step runs against budget transfers.

Change Order: The step runs against change orders.

Changes: The step runs against contract changes.

Commitment: The step runs against contract commitments.

Contract: The step runs against contracts.

Idea: The step runs against ideas.

Portfolio: The step runs against portfolio planning periods and scenarios.

Potential Change Order: The step runs against contract potential change orders.

Project: The step runs against projects and project proposals.

Risk: The step runs against risks.

Same as workflow: The step runs against the same object that the workflow runs against.

Submittal: The step runs against submittals.

Context Object

The specific project, project proposal, portfolio planning period, scenario, or risk that the step runs against. If you do not specify a context object here, the context object is the object that the workflow runs against.

Same as Workflow

For steps that have a Context Type value of Budget but exist in Workflows that have a Context Type value of Project, this option specifies whether the step runs against the project that the workflow runs against.

Duration

The amount of time that performers of tasks associated with the step have to complete them. If task performers do not complete their tasks on a step within the duration specified for that step, then the system notifies the workflow manager and task performers. It also marks the task as overdue. Step duration is independent of workflow duration.

Error Resolution

Specifies how the system handles errors on the step. Different types of steps support different error modes. There are two possible error modes:

Stop Workflow: When selected, any errors in the step automatically stop the workflow. The workflow log includes the sudden stop and the error that caused it.

Notify Manager: When selected, the workflow manager is notified of any errors in the step and assigned a task to determine how the workflow should proceed. The workflow does not continue until the workflow manager resolves the error.

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Last Published Tuesday, May 21, 2024