Steps are the "building blocks" of a SolveXia process, as it is simply a series of steps. And so, adding steps and groups (of steps) are pivotal in process design.
In this article, we'll go through how to add or delete a step or group in a SolveXia process.
Add a step
Once inside a process, at the bottom of the Designer View interface, you can add either a data step or an action step by right clicking on the grey area of a new group and selecting the relevant option.
- a data step is a step that stores data (e.g. Excel workbook or a TXT file)
- an action step is a step that "does" something to data (e.g. copy and paste data into Excel workbook)
If an action step is selected, the following window pops up, providing a range of actions the step may perform.
Delete a step
Sometimes, while designing a process, you may need to delete a step. This can be done by simply right-clicking on the relevant step and selecting "Delete this step". This is shown below.
Note: a window will pop up, asking for confirmation before deleting the step. Also, for your convenience, this window will indicate whether any surrounding steps are dependent on this step to avoid any unexpected impacts on the logical design of the process.
Add a group
Groups are great for organising the steps in your process into easy-to-understand sections. For example, a group can be made to contain all steps that are related to Excel calculations. Another group can be made containing steps that are related to sending out emails containing the final output files.
A new group can be added by simply right-clicking on an empty space in the orange area (or in the dark blue space of another group) and selecting "Add group".
Once a new group has been made, you're ready to add new steps to this group.
Delete a group
To delete a group (including all the steps inside the group), right-click on the dark blue space of the relevant group and select "Delete group".
Note: a window will pop up, asking for confirmation before deleting the group.