Editing the 0. Entered Step

The entry step is a special pass-through step. As a user creates an item, the APE uses the step properties for the “0. Entered” status to control:
  • The initial options for form fields (that is required, hidden, or disabled).
  • The values that can be selected for the workflow control property at the time that the item is created. (These values are equivalent to steps in the workflow process.)

For example, as a user creates a change request, the only values that can be selected for the workflow control property are those specified for the “O. Entered” step on its “Next Steps” tab.

“0. Entered” is never used as a “Next Step” for any workflow step. That means that users cannot select “0. Entered” as the value for the workflow control property. “0. Entered” can have no links directed to it—only from it. Because no item ever displays this status, there is no reason to set notifications, participants, dynamic defaults, or a duration for this step. They will never be enforced.

While “0. Entered” is never the selected value for the workflow control property in the APE, there always is a selected value. This can cause some initial design confusion. As you create the settings for steps that correspond to values of the workflow control property, be aware that, when a user creates an item, settings assigned to both “0. Entered” and the step that corresponds to the currently selected value of the workflow control property affect the workflow.

For example, suppose that the only “Next Step” for “0. Entered” is “1. New”. As the user creates a new change request, the default value (in fact the only possible value) for the workflow control property is “1. New”. However, the form field settings assigned to both the “0. Entered” and the “1. New” steps affect the APE. If “0. Entered” requires the Type field and the “1. New” step requires the Platform field, both Type and Platform will be required. Notifications, participants, dynamic defaults, and duration come only from the “1. New” step.

Tab Field Value/Note
General Step Name 0. Entered
General Limit Step Duration cleared
Participants To <Leave blank>
Exception Notification To <Leave blank>
Step Notification To <Leave blank>
Form Options Field Name Severity
Form Options Setting Required
Form Options Field Name Synopsis
Form Options Setting Required
Form Options Field Name Type
Form Options Setting Required
Status Notification To <Leave blank>
Next Steps Condition <otherwise>
Next Steps Next Steps 1.New
Dynamic Defaults <leave blank> (not available with initial step; the Workflow Status field is never set to 0. Entered. Dynamic Defaults apply only to the currently selected status in the Workflow Status field).
Workflow Extensions Workflow Extensions <Leave blank>