Modifying Steps

To edit a step:

  1. Click the iTRAC tab.

  2. In the Navigator, click iTRAC Administration > Template Manager.

  3. Select an existing template, then click View/Edit. The iTRAC Process Builder window displays.

  4. Select an existing step, right-click, and select Edit Step.

  5. Edit the step attributes. Click OK.

To edit a manual step:

  1. Right-click a manual step and select Edit Step.

  2. Provide a name for the step.

  3. Attach a role to this step by selecting a role from the drop-down list. For more information on roles, see Administration.

  4. Click Associate to associate a variable; select the variable from the list or create new variables to be associated. Set a default value as desired.

  5. Select the Read-Only check box if this variable is to be forced to the default value.

  6. Click the Description tab to provide description for this step.

  7. Click Preview to preview the step you created.

  8. Click OK.

To edit a decision step:

  1. Right-click a decision step and select Edit Step.

  2. Provide a name.

  3. Click the Description tab to provide a description for this step.

  4. Click OK.

To edit a mail step:

  1. Right-click a mail step and select Edit Step.

  2. Provide a name for the step.

  3. Provide To and From mail addresses and a Subject in the General tab.

  4. Click the body tab and type the message.

  5. Click OK.

To edit a command step:

  1. Right-click a command step and select Edit Step.

  2. Provide a name for this step.

  3. Specify the path and name of the command or script to execute (relative to the <install_directory>/config/exec)

  4. If you want to run a command or script referenced in a variable that is populated during the workflow process, select the Use Variables check box.

  5. Specify any command-line arguments to pass to the command or script. If you want to use the contents of a variable that is populated during the workflow process, select the Use Variable check box.

  6. Specify a variable to hold output from the command or script. Any standard output is placed into these variables.

  7. Click Description tab to provide a description for this step.

  8. Click OK.

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