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Background documentationCriteria for Opening Steps Locate this document in the navigation structure

 

You select the opening criteria when you are defining steps in the template creation interface. For more information, see Defining Steps and Sub-Steps.

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

  • When you complete all steps regions in a step, the next step automatically opens regardless of the opening criteria.

All Step Regions

Matched Step Region

All step regions must be completed before the next step opens.

When you complete a step region, the next step opens for that same step region.

Use with matching driver dimensions, or different driver dimensions.

Use with matching driver dimensions only.

Use this option when you have matching driver dimensions, but different step regions between steps.

Do not use when you have matching driver dimensions, but different step regions between steps.

Example Example

All Step Regions

You must complete all step regions in step 1 before step 2 opens.

Step

Driver Dimension

Step Region

Status

1

Entity

Italy

Complete

1

Entity

France

Open

2

Entity

Italy

Pending

2

Entity

France

Pending

Matched Step Region

The matched step region opens in step 2 when you complete that step region in the first step. All other step regions are pending.

Step

Driver Dimension

Step Region

Status

1

Entity

Italy

Complete

1

Entity

France

Open

2

Entity

Italy

Open

2

Entity

France

Pending

End of the example.