Creating an Activity

To create an activity:

  1. Select File, New in PeopleSoft Application Designer.

    When prompted, select Activity. Save the activity.

  2. Select the Use tab from the Activity Properties dialog box.

    To open the properties dialog box, double-click in the map (but not on an item in the map).

  3. Select Activity Guide.

  4. (Optional) Select Automatically sequence steps.

    After you add steps to an activity, you arrange the steps into a logical sequence using connecting arrows, and assign each step a number.

    If you select Automatically sequence steps, the step numbers (and the path numbers) are automatically assigned when you save. The step and path numbers are based on the order in which you draw the connecting arrows. This is an efficient way to order the steps.

  5. Add steps corresponding to the pages that make up the activity.

  6. Arrange the steps, using connectors to put the steps in order.

    To connect two steps:

    1. Click the Link button.

    2. Click the first step.

    3. Click the second step.

  7. Repeat until all steps are connected.

    You have two options when you arrange the steps: sequential or parallel paths. In a sequential path, the steps form one unbroken sequence. When you create parallel paths, the steps appear in the workflow activity guide as a single row, but the user has more flexibility in choosing which step to do. This is because the user can go directly to any step whose immediate predecessor has been finished.