Create, Edit, or Validate a Procedure

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  1. To create a new Procedure for your application, first navigate to the Procedures page (Settings > Applications > App Designer > Procedures):

The interface shows options to create a new application in the tracking system.

  1. Click New to create a new Procedure in the Procedure Designer.

  2. Existing procedures can also be edited from the Procedures page: select an existing procedure and clicking Edit to open the procedure in the Procedure Designer.

Validate Procedures

1. The Validate All function will validate all the procedures, case events, app events, and gloal events associated with an application. This is useful when you have implemented a change in the application and want to validate all effected areas are functional. You can validate procedures by navigating to Bettings > Applciations > Select the Application > Procedure Designer > Validate all procedures. Within the Procedure Designer click Validate All.

Application procedures interface showing options and highlighted checkmark for confirmation.

  1. After clicking Validate All, the Validate All Procedures pop up window appears. Click Start to begin validating the application procedures. The application begins validating the procedures and displays the progress in the pop up window.