How to Create a Scenario

This document explains how to create a scenario, what it includes, and how to configure scenario steps.

Scenario structure

A scenario includes:

• name

• description

• UUID

• scenario access

• scenario steps

Each step includes a name, a source, a 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 the button.

3. Fill in the required fields.

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

Scenario details

1. Scenario name.

2. Scenario description.

3. Scenario UUID.

4. Access level.

5. Chain envelope toggle.

6. Cancel button.

7. Save button.

The Save button is 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.

2. Scenario step save action.

3. Scenario destination template UUID.

4. Scenario destination template version.

5. Scenario step conversion rule.

6. Scenario step send immediately option.

To add a new step, click the button.