How to Configure a Scenario Step

This document explains how to configure a scenario step, including destination template settings, conversion rules, and optional conditions.

A scenario step defines where the next envelope goes and how its data is prepared.

It can route the envelope to a destination template, transform data with an XSLT conversion rule, and run only when a condition is met.

In Step name, enter a name.
In Destination template UUID, paste the UUID of the target template for the next envelope.
In XSLT conversion rule, paste the rule that maps data from the source envelope to the destination envelope.
Enable Send an envelope immediately after starting a step if the next envelope must be sent automatically.
Click the Save icon in the upper-right corner of the step.

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

After you save the first step, you can add another step or save the scenario.

Next to Scenario steps, click the button.
Fill in Source template UUID and Source template version UUID so they match the destination of the previous step.
Configure the destination template and conversion rule like in the first step.
Enable Condition if this step must run only in specific cases.
Save the step.

Conditions are optional. Use them when the step must run only for specific source data.

See Scenario Step Conditions for condition logic and supported condition types.

Last updated 15 days ago