Manage standard steps

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Create a standard step

1. In the Production section of the sidebar, click Standard Steps.
2. Click Create Standard Step.
3. In the Create New Standard Step dialog, enter a Title, pick a Type of Content or Datagrid, and optionally add a Description. Title and Type are required.
4. Click Create Standard Step. ION opens the new standard step.
5. Edit it as you would a regular step. You can add child steps for longer, more complicated operations, but a standard step can’t take another standard step as a child.
6. Click Move to In Review and add reviewers as required.
7. When all reviewers have signed off, the step moves to Released and can be copied into procedures and runs.

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Create a new version of a standard step

1. Open the standard step and click Create New Version. The button is available once the standard step is Released or Archived.
2. Edit the new Draft version’s steps and fields.
3. Click Move to In Review, add reviewers, and release it the same way you released the first version.

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Standard step dependencies

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Use a standard step

• In a procedure, open the Add Step dialog and switch to its Add Existing Step tab. See Copy a step.
• In a redline on a run, open a neighboring run step’s More actions menu, click Add Step Before, Add Step After, or Add Child Step, then switch the Create New Step dialog to its Copy from Library tab.

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Execute a standard step in a run

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Approvals

mutation createStepApprovalRole($input: CreateStepApprovalRoleInput!) {
  createStepApprovalRole(input: $input) {
    approvalRole {
      _created
      _etag
      _updated
      count
      createdById
      gateType
      roleId
      updatedById
    }
  }
}

{
  "input": {
    "roleId": 3,
    "count": 1,
    "gateType": "RELEASED"
  }
}

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Labels

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Attachments

1. On the standard step, open the Attachments section.
2. Add a file by dragging it onto the upload area, clicking Browse files, or clicking Take a photo on a device with a camera.