Adding Steps to an Orchestration

When you add a service request, rule, cross reference, or white list to an orchestration, you add it as a step in the orchestration. It is recommended that you create the component before adding it as a step in an orchestration.

The Orchestrator Studio provides "Insert Step Before" and "Insert Step After" buttons so you can add a step before or after another step in the orchestration. Therefore, you do not have to determine whether or not you need to add a particular step, such as a white list, to an orchestration before you add other steps.

The following image shows an orchestration that contains multiple rules, cross references, and service requests, which are displayed in the grid on the Orchestration design page:

In the grid, the Type column shows the type of step and the Name column shows the name of the component for the orchestration step. The "True" or "False" values in the Action column determine the actions the orchestration performs based on the conditions set in the rules. See Defining the Actions Between a Rule and Dependent Components for information about defining the actions in an orchestration.

To add steps to an orchestration:

1. To add the initial step to an orchestration, click the Add Step button (+ symbol).

2. In the "Enter Type of Step" pop-up field, select one of the following steps to add to the orchestration, and then click the Ok button.

   • Cross Reference

   • Rule

   • Service Request

   • White List

   The Orchestrator Studio displays the first step in the grid.

3. Add a component to the step:

   1. To use an existing component for the new step, click the drop-down menu in the Name column and select a component.

   2. To create a new component for the step, click the Edit button (pencil icon) at the end of the row to access the design page for creating the new component.

      After creating the component, when you return to the Orchestration design page, you will need to select the component from the drop-down menu in the orchestration steps grid to add it.

   See the appropriate topics in this chapter on how to create each type of orchestration component.

4. In the Transformations area on the right side of the page, configure the transformations for each orchestration step as described in the Mapping Inputs in the Transformations Area section.

5. To add additional steps to an orchestration:

   1. Select a step in the grid, and then click either the Insert Step Before or Insert Step After button to add an additional step before or after the selected step.

   2. In the "Enter Type of Step" pop-up dialog box, select the step that you want to add.

   3. Click the Ok button.

To remove a step from an orchestration:

Caution: Before you delete a step, make sure the step is not used by any other component in the orchestration.

1. Select the step that you want to remove.

2. Above the grid with the steps, click the Remove Step button (the X button).

If you make a mistake when updating an orchestration, click the Restore All button in the upper-right corner of the design page to restore the orchestration to its last saved version, which erases any changes made since the last save.