Define Stage Properties

You can customize a stage to suit your requirements by defining markers and conditions specific to the stage.

You set properties for a stage in the stage's Properties pane. Select a stage and click Edit Properties Edit Properties icon that appears to open the Properties pane. Optionally, select a stage and click the Properties icon Properties icon on the right of the process editor canvas to open the Properties pane.

In the Properties pane, you can do the following:
  • Edit the name of the stage. Click the field with the name to modify it.
  • Enter a suitable description in the Description field. Click the field to enter a description.
  • Enable markers for the stage, and if required set conditions for markers.

Enable Markers for a Stage

Markers control transitions of a stage between states. In addition, markers can specify if the execution of a stage is mandatory for the process to complete or if the execution must be repeated under certain conditions.

Note that if you apply a marker to a stage without condition then the marker applies to the stage by default.

To enable a marker based on data condition:

  1. Select the check box next to the marker.

  2. Click the Edit Property icon Edit Property icon that appears next to the selected marker.

  3. In the resulting pane, click Create Data Condition Create Data Condition icon to create a new condition.

  4. Define the condition.

    The following figure shows a data condition that has been defined.

    Description of data-condition.png follows
    Description of the illustration data-condition.png

  5. Click Create.

    The following table lists the markers available for a stage.

    Marker Description

    Repeatable Repeatable marker icon
    Enable the Repeatable marker to repeatedly execute an entire stage.

    • If this marker is enabled with no data condition, a new instance of the stage is created each time the execution of the stage is complete.

    • If this marker is enabled with a data condition, a new instance of the stage is created only when the data condition is fulfilled and the stage instance transitions away from the Available state into the next state.

    Required Required marker icon

    Enable this marker to make execution of a stage obligatory for the process to complete.

    Manually Activated Manually Activated marker
    Enable the Manually Activated marker if you require a stage to be started by a process participant.

    • If this marker is enabled, the stage transitions from Available to Enabled (after fulfilling enablement conditions if any). From here, a process participant can move the stage into Active or Disabled states.

    • If this marker is disabled, the stage automatically transitions from Available to Active (after fulfilling activation conditions if any).

    To define enablement or activation conditions for a stage. See Define Conditions for Stage or Activity.

    Auto Complete Auto Complete marker

    • If the Auto Complete marker is enabled, a stage is automatically marked Complete if none of the activities within it are in the Active state and all required activities are Completed, Terminated, or Disabled.

    • If the Auto Complete marker is disabled, a stage is marked Complete only if all activities are Completed, Terminated, or Disabled.

      When this marker is disabled, you can also manually complete a stage if none of the activities is in the Active state, and all required activities are Completed, Terminated, or Disabled.

    Note: For a new stage, the Auto Complete marker is enabled by default.