Configure Business Flow Steps

As an endorsing trading partner, you are responsible for configuring the business steps for which you have been identified as a document submitter.

An endorsing trading partner, as a document submitter can specify the viewers for a business step and configure the document timeout event.

Note: As a founder, you can modify the endorsing trading partner configuration to allow or restrict them to specify viewers for a business step. See Modify a Trading Partner.

A viewer has a read-only permission for all the transaction documents associated with the business step.

You can optionally configure the document timeout event that lets you select a time and a document. When the business flow is enabled for document submission and if the specified document does not arrive within the specified time limit, the document time-out event gets generated.

1. Click Menu () and then click Configurations.
2. Click Business Flows ().
3. On the Configurations : Business Flows dashboard, from the left navigation bar, select the business flow for which you need to add viewers.
4. Click Edit () next to the name of the flow.
   The steps of the business flow are displayed. icon.
5. Identify the step in which you need to add viewers, click the step's Document () icon, and provide the following information:
   • Viewers: Select the trading partners who can view this business step and all the documents associated with it. The drop-down lists all the trading partners in the network. The document submitter and the founder can setup zero or more viewers for the business step.
     • Business Roles: Select viewers based on the assigned roles. All tradings partnters with the assigned roles will be grouped and become viewers of that step.
     • Trading Partners: Select specific trading partners who can view this business step and all the documents associated with it. The drop-down lists all the trading partners in the network.
6. Click Save to close the step window.
7. Repeat Step 5 and 6 for all the steps in the business flow that you need to edit.
8. If there is any error while adding steps, you will see a Warning Sign () on top of that step. Click on the Warning Sign and fix the error.
9. Click Save.
10. If there is any error while configuring steps or the configuration is incomplete, you see a Warning () icon on top of that step. Click Warning and fix the error.
11. Click Save and wait until the Save successful message is displayed.
12. Click Cancel to return to the Configurations : Business Flows dashboard.