How to add a phase in a process

The following task describes how to add a phase within a process in Record Management:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Note

If you have development and production tenants, all configuration changes must be made on the development tenant. For more information about synchronizing the tenants, see Dev2Prod - How to synchronize your development and production tenants.

In the main menu, select Administration > Configuration > Records.

Select the record type from the drop-down box at the top of the screen and select the Processes and Rules tab.

Select a phase in the process and click the Add Connected Phase icon . Alternatively, select a phase in the tree on the left, click Edit and click the Add Connected Phase icon . A new phase is added with a transition from the original phase.

Select the Properties tab on the right and edit the Display name and Instructions of the new phase.

Note You can edit localization data for the Display name and Instructions fields. Click the ellipsis button to open the Localization Data dialog box and enter the required text in the relevant languages.

If you want to designate the new phase as a Start phase for the process, select the Start phase check box in the Properties tab.

Click Save to save your changes.

Note You cannot add phases in a process while in Comparison mode. You must switch to Standard mode to add the phases.