App Stages

An app consists of one or more stages. Each stage contains a number of actions for the user to complete (see App Actions for more details).

Stages in an app process can be created, edited and deleted in the Design App process.

Add a stage

Complete the following steps to add a new stage to an existing app:

  1. Click on Design. A drop-down list is displayed.
  2. Click on the app name that you want to add stages to. The Design screen is displayed for the selected app.
  3. Click the + button to add a new stage to the app process. The Configuring Stage window is displayed.
  4. Complete the fields using the table below:

    Field Description
    Name Enter a name for the new stage.
    Description Enter a short description for the new stage. Some formatting tools are available for you to use.
    Next Stage Select the next stage the users will progress to when they complete this stage. The default is to the next stage in the sequence, use this if you want to skip to a different stage. This field is unavailable if it is the first stage created.


  5. Click Save to save the details entered (or click Cancel to undo and close the window). You are returned to the Design screen and the new stage is displayed.

Configure existing stage

Complete the following steps to configure an existing stage:

  1. Click on Design. A drop-down list is displayed.
  2. Click on the app name that contains the stage that you want to edit. The Design screen is displayed for the selected app.
  3. Click on the tab for the stage that you want to configure.
  4. Click the Stage Properties button. The Configuring Stage window is displayed.
  5. Edit the details as required.
  6. Click Save to save any changes (or click Cancel to undo). You are returned to the Design screen.

Deleting a stage

Complete the following steps to delete an existing stage from an app:

  1. Click on Design. A drop-down list is displayed.
  2. Click on the app name that contains the stage that you want to delete. The Design screen is displayed for the selected app.
  3. Click on the tab for the stage that you want to delete.
  4. Click the Delete Stage button. A confirmation window is displayed.
  5. Type 'DELETE' in the field.
  6. Click OK to delete the stage (or click Cancel to undo). You are returned to the Design screen.
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