How to add new activity to Order Guide Sequencing in Process Automation Designer

gjz
Mega Sage

I'm using Order Guide Sequencing to control the Onboard - New Employee order guide workflows.  I've added a new rule/catalog item to the order guide and now I need to add it to the Order Guide Sequencing, but I can't figure out how to do that.  I've tried several things, including hacking the backend tables but nothing is working.  I haven't seen any documentation that tells me how to do it, either.  Can someone help me out?  The way I think it needs to be done doesn't recognize the new order guide rule/catalog item.

 

Steps I've taken:

1. Created a new catalog item called "Complete Account Activation".

2. Created a new rule in my order guide "Onboard - Employee"

3. Opened the Order Guide Sequence process by selecting the Icon in the order guide.

gjz_0-1669933766733.png

4. In the Onboard - Employee process in Process Automation Designer, click "Add another process activity"

gjz_1-1669933866556.png

 

5. Select Global -> Fulfill Order Guide in the popup.

6. In the Activity Properties for the new activity, click the icon to open the Order Guide Item list.  Here's where it doesn't work, my new rule/catalog item isn't in the list and most of the existing ones (3 - 13) are missing.  I assume that is because they are already an activity in the same lane.

gjz_2-1669934022084.png

 

I don't see #15 which is the new rule/catalog item in the list (and yes, I saved the Order Guide prior to opening the sequence in PAD).

 

1 REPLY 1

gjz
Mega Sage

In case anyone is interested, I found a hack that worked - but I would really like to know the correct way to do this.

 

1. List the data in the table sys_pd_lane.

2. Select the lane label for the process definition where you want the new activity.

3. In the activities list, select one of the existing activities.

4. Change the label and change the Order Guide Item, then Insert.

5. In the activity list, enter an activity order in the new activity you just entered.  (I didn't add the field to the form).

6. Open the order guide sequence in Process Automation Designer

7. Verify the new activity is there and correctly configured.

8. Activate the order guide process.