- From the Toolbox click the Basic category, then drag the Set Folio step onto the canvas.
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- Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
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- Select the Set Folio Detail tab. The value entered is used as a unique reference to a running workflow instance.
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- Customize the folio field with a combination of text and values. You can drag Functions, Fields, SmartObjects and Workflow related items from the Context Browser into this field.
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For more information on how to use fields, functions, SmartObjects, and workflow context, see the Context Browser topic.
- With the step selected, select the Properties tab.
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The following table explains the options available on this tab:
Option |
Explanation |
How to Use |
Title / Name
|
By default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box. |
Enter a value into the Title/Name field. |
Reset link |
Use the link to reset any changes to the title. |
Click the Reset link to reset the Title/Name field to default value. |
Show Label
|
Allows you to see the step label on the canvas. The label shows the value of the title. |
Check the check box to display step label on the canvas. |
Description
|
Allows you to add a detailed description for the step. |
Enter a value into the Create New field. |
Notes
|
Allows you to add additional notes for the step. |
Enter a value into the Notes field. |
- Click the Errors tab.
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Different types of exceptions can occur on a step, such as:
Type |
Description |
Known exceptions
|
Any SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab. |
Unhandled exceptions
|
Any unknown runtime exceptions. |
The tab contains the following unhandled exceptions:
Exception |
Explanation |
Log Exception
|
Logs the exception to the error log. |
Force error when required SmartObject inputs are missing
|
Will forcefully throw an error if a SmartObject method has input missing. |
Continue on error
|
Will force the workflow to continue running the SmartObject method, even if it runs into an error. |
The exceptions in the table above is an example of those available in Workflow steps. The exceptions available depend on the Workflow step used in the design canvas.
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Your changes are automatically saved.