Criteria for Opening Activities

Use

By selecting the opening criterion when you define activities in the Process Template Designer interface, you can define a new criterion for the opening sequence of activities.

Features

When choosing an opening criterion for an activity, consider the following guidelines:

  • There is no opening criterion for the first activity of a process. The first activity is always open, regardless of how the opening criterion for the activity is defined in the process template.

  • When you complete all activities in a context, the next activity automatically opens regardless of the opening criteria.

When you are defining an activity, you can choose the opening criteria to be All or Matched. The following sections describe how these criteria affect activities.

All Activity Contexts

Choosing All Activity Contexts as the opening criterion for an activity introduces the following constraints:

  • All activity contexts must be completed before the next activity opens.

  • Use with matching driving dimensions, or different driving dimensions.

  • Use this option when you have matching driving dimensions, but different activity contexts between activities.

Example

You must complete all tasks for all activity contexts in activity 1 before activity 2 opens:

Activity

Driving Dimension

Activity Context

Status

1

Entity

Italy

Complete

1

Entity

France

Open

2

Entity

Italy

Pending

2

Entity

France

Pending

Matched Activity Contexts

Choosing Matched Activity Contexts as the opening criterion for an activity introduces the following constraints:

  • When you complete an activity context, the next activity opens for that same activity context.

  • Use with matching driving dimensions only.

  • Do not use when you have matching driving dimensions, but different activity contexts between activities.

Example

The matched activity context opens in activity 2 when you complete the tasks for the corresponding activity context in the first activity. All tasks for the other activity contexts are pending:

Activity

Driving Dimension

Activity Context

Status

1

Entity

Italy

Complete

1

Entity

France

Open

2

Entity

Italy

Open

2

Entity

France

Pending