How to create a scenario

A scenario defines how the system converts and routes envelopes between templates.

Scenario structure

A scenario includes:

• name

• description

• UUID

• scenario access

• scenario steps

Each step includes a name, a source and destination, and a conversion rule.

Source and destination include the template UUID and template version UUID.

Create a scenario

1. Open the scenarios list.

2. Click .

3. Fill in the required fields.

The first step of the scenario does not contain a source. It contains only the destination.

Scenario main info form

1. Scenario name. (required)

2. Scenario description. (required)

3. Scenario UUID. (always disabled)

4. Selecting the access level. (required)

5. Chain envelope toggle.

6. Cancel button (go to list)

7. Save button (save scenario form changes).

Save button disabled if the scenario form is invalid or at least one step is not saved

Step expanded panel with step form

1. Scenario step name. (required)

2. Scenario step save action.

3. Scenario destination template UUID. (required)

4. Scenario destination template version. (required)

5. Scenario step conversation rule. (required)

6. Scenario step to send immediately.

Scenario step

Add new step