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

Configure a step

1. In Step name, enter a name.

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

3. In XSLT conversion rule, paste the rule to generate the envelope payload. — Optional: Enable Send an envelope immediately after starting a step.

4. Click the Save icon (upper-right of the step).

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

Add the next step

1. Next to Scenario steps, click the button.

2. Fill in Source template UUID and Source template version UUID from the previous step. — Optional: enable Condition if this step should run only in specific cases.

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