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Configuring Step Properties

Assigning Responsible Persons

You can make employees responsible for this step by creating a task or several subtasks. You can also pre-populate all task fields with values or set field population rules. To assign a responsible person and pre-populate task fields: 1. Double click a required step, and click Responsible Persons in the left area of the Step Properties window.... Read More


Automatic Time-Based Transitions

You can configure your workflow tasks to be automatically moved to the next workflow step. This may be useful in the following situations: if a document needs to be to be commented on by workflow participants. If there are no comments in the specified period of time, a workflow task moves automatically to the next workflow step. to automatically e... Read More


Conditional Transitions

In Comindware Tracker, you can configure transitions that are performed automatically by condition. Creating conditional transitions makes for more advanced automation of your workflow and is performed using the Comindware Expression language. You can create several different conditional transitions for one step. How it works As soon as a task is m... Read More


Creating Parallel Tasks In a Workflow

Parallel tasks are useful for splitting large or complex work in a workflow step into several tasks. Parallel tasks allow task assignees to complete tasks in any order without depending on one person creating a task before the second. Your workflow step is not complete until all parallel tasks are complete. Example: An on-boarding checklist for a n... Read More


Custom E-mail Settings

You can set up custom e-mail notifications that the system will generate and send automatically when the workflow moves to a certain step. You can set up e-mail notifications for any Intermediate or End step, but not for Start steps. You can add multiple e-mails for one workflow step. When an automatic e-mail is sent, this is logged in the task his... Read More


Field Read/Write Permissions

By default, you cannot modify auto-filled system fields on a step, while all custom fields created and such system fields as Title, Description and Due Date stay editable. If necessary, you can protect the editable fields from being modified by changing read/write permissions. This may come in handy if the fields contain essential data you don't me... Read More


Mandatory Fields

You can make certain fields mandatory in a workflow task. These fields will be filled in by the task owner before they press the Next step button or save the item. Mandatory fields can be assigned to both steps and transitions. How it works Comindware Tracker checks for mandatory fields each time when a workflow task enters this step, exits the ste... Read More


Pre-Populating Item Fields

Item fields can be automatically filled in when an item moves to a particular step. You can set an exact value for the field, calculate a field value using the Comindware Expression language, or clear the field value as soon as the item moves to the next step. To pre-populate item fields: 1. Double click a required step, and click Pre-populate... Read More


Specifying Common Properties

Double click the step to specify its settings: step name, step type (Start, Intermediate, or End). You may want to change a step status — select a status from the list of existing statuses. Read More


Validation Rules

Validation rules verify that the data a user enters in a workflow task meets the criteria you specify. A validation rule can be applied to one or more task fields in a particular step or transition. Validation rules are created using the Comindware Expression language. Validation rules can be assigned to both  steps and transitions. How it wor... Read More