Proceed as follows from within the Workflow Diagram editor to complete the Step tab:
- If necessary, select the step, then click the Step tab.
- In the Name field, type a name for the step. All step names must be unique within a specific workflow template.
- In the Description field, type a description of the step. This field is optional.
- In the Scope field, accept the default or click the drop-down list. The default, < Same as workflow >, means it will inherit its value from the workflow.
- If you click the drop-down list, the Select an Item or Portfolio pop-up window appears. Select an item from the pop-up window. The step scope field need not be defined if the Step manager is not a role and if its scope is not needed to define the task scope.
- In the Manager field, click Select to select a manager or accept the default. The default, < Same as workflow >, means it will inherit its value from the workflow. This field is required.
- If you click Select, the Manager dialog box appears. Select a name and click OK. For more information about using this dialog box, refer to Selecting a Manager.
- In the Error handling field, select how errors for this step are to be handled.
There are three error modes:
- Ignore - any errors in the step or task will be ignored; and the workflow will continue as if nothing happened. The error will be recorded in the Audit log.
- Stop workflow - any errors in the step or task will automatically stop the workflow. The error and the fact that the workflow was suddenly stopped will be recorded in the Audit log.
- Notify manager - any errors in the step or task will assign a 'Reassigned due to error' task to the step and workflow manager requesting them to decide whether to ignore the error and continue, or stop the workflow. This option is the default mode for all steps except for the Category-based decision step where the 'Stop workflow' mode is enforced. This option is the default mode for the Tasks step and the Parallel step. The default mode (which is also enforced) for the Manual and Category-based decision steps is 'Stop workflow'.