Core Docs - Engagement - Edit Step Types

Rock Version: v19.0
Last Modified: 2026-02-17 2:48 PM

From the Step Type page click the Edit button to change the step type settings.

The Call to Action Path is an exciting way to make Steps more actionable. These will be used for websites and mobile apps to make discovering your next step and how to take it effortless.

Missing Some Prerequisites?
Behind the scenes we have programming that prevents two step types from being set as prerequisites of each other. For example, if Baptism is configured as a prerequisite to the Serve step, then the Serve step won’t appear in the list of available prerequisite steps for Baptism.

The step type configuration also has settings for Step Attributes, Workflows and Advanced Settings. We will cover each of these areas individually in the following sections below.

Step Attributes

One or more attributes can be associated with a step type, using the page pictured below.

Assigning attributes to step participants is a great way to track details beyond whether a person simply started or finished a step.

We should pause a moment here to highlight the Show on Bulk option pictured above, which is described in the Bulk Entry article. Regardless of whether the Show on Bulk option is used, the attribute value can always be set for an individual from the Step Entry or Bulk Entry pages.

Baptized Here Attribute
This attribute comes out of the box for the purpose of baptism tracking. Using this as your way to track baptism makes it easier for us to help you track common metrics.

If you need more information on setting up attributes in general, check out our Person guide.

Workflows

We’ve seen how workflows can be added at the program level, but they can also be added to individual step types. As you might have guessed, the key difference is that workflows added to a step type will only be used for that particular step.

For additional details on using workflows in Steps, see the Editing Step Programs article. For every other detail you could imagine related to workflows in general, see our Workflows guide.

Advanced Settings

The Advanced Settings panel has options for customization and automation as described below.