Activity Configuration Wizard

The Activity Configuration Wizard is a tool that will help you to set up the primary properties, for example, the name, the creation type of the activity, the notification, escalation, tracking and triggering as well as the style of the form or the screen. This wizard enables you to configure the properties as discussed for Activities in the Process Groups, Processes, and Activities section.

Fig 1. Accessing the Activity Configuration Wizard

1. Once you have dragged-and-dropped, your an activity onto the canvas in your Work Area, the Activity Configuration Wizard will open automatically with the General tab opened. Alternatively, right-click your the Activity.

2. Click XMPro Wizard. The Activity Configuration Wizard will open. Provide the Name of the Activity. This Name uniquely identifies the Activity.

Fig 2. Activity Configuration Wizard - General Tab

1. If you want to load a custom web page instead of this Activity, provide the URL in the Hyperlink field.

2. The Routing Type determines who can access the Activity.

3. The Routing Group specifies the details for the Creation Type of this Activity.

4. The Dynamic field allows you to provide a more dynamic description including obtaining values from a data source.

5. Static is a short description for this Activity.

6. Current Data and Current User controls are by default available on all Activities.

7. Click Show All or deselect if you do not want to show these objects.

8. Click Advanced tab.

Fig 3. Activity Configuration Wizard - Advanced Tab

1. Specify the type of Activity Notification (Notify New or Notify Outstanding) and by Email or SMS.

2. Specify the Escalation Interval, for example, three hours and the Number of Notifications prior to Escalation.

3. Triggering options include Allow Parameterization, Inherit Values, and Auto Load Next options.

4. Styling determines the screen layout, for example, the number of columns on the screen or form, the type of Render Style, Trigger Style, Javascript File and or Stylesheet, if applicable.

5. Click OK.

6. On quick access toolbar, click the Save icon or press CTRL+S to save your activity.

The next step will be to place Objects (Fields) on your Activity (form or screen).