Setting Properties for Step Icons

Set properties for the steps in an activity to associate the step with the proper page or external program and to establish the correct sequence of steps within the activity.

To set properties for step icons:

  1. Right-click the step icon and select Item Properties.

    The Step Definition dialog box appears.

  2. Enter descriptive information about the step.

  3. Enter the step and path numbers to place this step into the activity flow.

    The Step Number and Path Number boxes order the steps in this activity. When the user always completes the same steps in the same order, specify the order of the step in the Step Number box and leave the number 1 in the Path Number box. The first step is Step 1; the second is Step 2.

    When the user performs different tasks along the way, define multiple step paths. Start numbering the steps from Step 1, staying on Path 1 until you reach the first point at which a user has options. For each step that might come next, use the next consecutive step number, but a different path number, for each one. All of the steps should have the same step number sequence, but a different path number value.

    If a user-facing workflow activity guide based on this map is available, you might want to make the more common path the default path. Select Default Step for the step that you want the workflow activity guide to take when a user progresses through the activity.

    You can avoid the manual sequencing of steps if you use the automatic step sequencing options that are available in the property sheet for the activity. However, always review the sequence created by automatic numbering to verify that the sequence is correct.

  4. (Optional) Click the Activity Guide button.

    This button is available only if you have marked this as an activity guide in the activity properties. The Step Internet Client Attributes dialog box appears. If this map is an activity that will be used in a workflow activity guide, enter the necessary information in this dialog box.