Managing Steps

Steps can be copied, edited, or deleted.

To copy a Step:

  1. Click the iTRAC tab.

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

  3. Highlight an existing template, click View/Edit. iTRAC Process Builder window displays.

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

  5. The step window opens in edit mode with all the attributes of the selected step. Enter a name to the new step.

  6. Edit step attributes as required. Click OK.

To edit a Step:

  1. Click the iTRAC tab.

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

  3. Highlight an existing template, click View/Edit. 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.

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  1. Enter a Name for the step.

  2. Attach a Role to this step by selecting a Role from the drop-down list. (Roles are defined on the Admin tab documentation)

  3. 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.

  4. Check the Read-Only box if this variable is to be forced to the default value.

  5. Click Description tab to provide description for this step.

  6. Click Preview to preview the step you created.

  7. Click OK.

To edit a Decision Step:

  1. Right-click a Decision Step and select Edit Step.

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  1. Enter Name.

  2. Click Description tab to provide description for this step.

  3. Click OK

To edit a Mail Step:

  1. Right-click a Mail Step and select Edit Step.

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  1. Enter Name for the step.

  2. Enter To and From mail addresses and Subject in the General Tab.

  3. Click Body tab and type the message.

  4. Click OK.

To edit a Command Step:

  1. Right-click a Command Step and select Edit Step.

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  1. Enter a Name for this step.

  2. Specify the path and name of the command or script to execute (relative to the $ESEC_HOME/config/exec or %ESEC_HOME%\config\exec directory)

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

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

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

  6. Click Description tab to enter description for this step.

  7. Click OK.

To delete a Step:

  1. Click iTRAC tab.

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

  3. Highlight an existing template, click View/Edit. iTRAC Process Builder window displays.

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

  5. On the alert message window, select Yes to delete.