How to configure a scenario step

A scenario step routes an envelope to a destination template. It can also transform data using an XSLT conversion rule.

Configure a step

1. In Scenario steps, open the step form.

2. In Step name, enter a name.

3. In Destination template UUID, paste the template UUID.

4. In Destination template version UUID, paste the template version UUID.

5. In XSLT conversion rule, paste the rule to generate the envelope payload.

6. Optional: enable Send an envelope immediately after starting a step.

7. Click Save (upper-right of the step).

After you enter Destination template UUID, the system can auto-fill the latest template version UUID.

Add the next step

1. Next to Scenario steps, click + Add new step.

2. Fill in Source template UUID and Source template version UUID from the previous step.

3. Optional: enable Condition if this step should run only in specific cases.

4. Configure the destination and conversion rule like in the first step.