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Building and Configuring Workflows
Task Step Configuration
Task Step (Subprocess) Configuration
A subprocess is part of a user-defined process in a workflow.
Configuring Electronic Signatures
To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.

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Building and Configuring Workflows
- Workflow Design Basics
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
- Task Step Configuration
  - Task Step (Subprocess) Configuration
    A subprocess is part of a user-defined process in a workflow.
    - Properties for Subprocesses
      You can use properties to further define the resource you are configuring.
    - Scope Definitions
      The scope of a property, as well as the location of the activity that it is defined on in a workflow, determines if it can be referenced or accessed by a workflow bind.
    - Limits for Subprocesses
      There are restrictions to the elements that comprise a workflow. These limits ensure a quality functioning workflow.
    - Subprocess Configuration Panel-Within the Subprocess
      When you are inside a subprocess, you can configure attributes that are specific to the subprocess. You can access the internal subprocess from the Workflows folder, or from the Subprocesses folder, in the Workflow model.
    - Enable Property
      Enabled is a read/write property that can be read from and written to at run time.
    - Manual Start Property
      When the Manual Start property is set to True, the subprocess requires operator interaction to begin execution.
    - Visible Property
      When the Visible property is set, the corresponding task step will appear in the Task List during run time.
    - Subprocess Group Property
      You can use the Subprocess Group property treat similar subprocesses as a group.
    - Task Step Assignments
      Task steps assignments include routing the task steps of a subprocess (or portions of a workflow) to a location or personnel resource depending on the requirement of the workflow.
    - Acquire Task Steps
      You can set task steps to be automatically acquired by another person or machine during the execution of a workflow.
    - Enable and disable a subprocess
    - Task Step Configuration
      Under the Task Step Details tab in the Subprocess Configuration Panel, you can input or attach more information related to a workflow that helps a user perform task steps in the Task List and/or Task Management.
    - Task Step Name
      Task Step Name is a general read property that is available at the subprocess level.
    - Set a subprocess task step to expire
      You can set an expiration date and/or time for subprocess task steps when a workflow is running.
    - Add and configure subprocess linked documents
    - Remove a subprocess linked document
    - Add a resource to the workflow model
      To configure resources and to develop a workflow, you must first add resources to the workflow model.
    - Add a registry patch
    - Highlight Color
      Highlight Color is a general writable property that you can use to emphasize a task or task step during run time. When viewing these tasks during run time, you will observe a bar of color on the task that you set a color against.
    - Configuring Electronic Signatures
      To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.
      - Configure electronic signatures for use during workflow run time
        You can configure electronic signatures to be available when a workflow is running to verify a task/task step action or a form.
    - Automatic Task Step Selection
      Auto Select is a read property that is available at the subprocess level. You can set a task step to be selected automatically in the Task List during run time by configuring client methods or workflow activities with the Auto Select feature.
    - Interface Layout Options for the Task List
      Task Step Views allows you to preconfigure the interface visible to operators when a Task List is running.
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Best Practices

Configuring Electronic Signatures

To include a signature with a task/task step action or a form, add personnel with the authority to sign and verify forms. By default, all signatures are configured at the workflow level.

Override Workflow E-Signature Check Box (Subprocess Only)

All signatures are configured at the workflow level unless you override this setting at the subprocess level.

Attribute	Value	Description
Override Workflow E-Signature	User-defined	Select this check box to configure e-signature settings for a task step. When you select this check box, the Electronic Signature Settings area becomes active. For more information on configuring this section, see below.

`Signature Required` Check Box (Workflow and Subprocess)

If the task/task step action or form for your run-time workflow requires a signature, select the Signature Required check box.

Tip: You can bind these properties to a resource related to a workflow or subprocess.

Attribute	Value	Description
Valid Performers	User-defined	Click the ellipsis button to select a personnel resource who has specific security authorization to perform this action. Members of this group signs forms related to the Form activity in the workflow.
E-Signature Description	User-definedString	Specifies the reason for the signature.

Close if Signature Fails Check Box (Workflow and Subprocess)

If you select this check box, the task/task step action or form will close after the number of failure attempts has been reached. The workflow will continue to execute even if the signature does not work or is invalid.

Verifier Required Check Box (Workflow and Subprocess)

If the first signature (that is, the performer's signature) for your task/task step action or form requires a back-up signature to verify the original signature, then select this check box. If the form does not receive a valid signature, the workflow will not continue to execute.

Tip: You can bind this property to a resource related to a workflow or subprocess.

Attribute	Value	Description
Valid Verifiers	User-defined	Click the ellipsis button to select a personnel resource who has specific security authorization to perform this action. Members of this group verify the signature(s) on the form after it is submitted.