Allows an administrator to create or update workflow templates. After it is configured, these options are also available on the Details for Workflow dialog box.
Before creating a new template, administrators should create any new step classes,
definitions, statuses, check lists, and reasons for receipt that will be required.
Name - Displays the name for the workflow template.
Description - Displays the description for the workflow template.
Transmittal Workflow - Displays the Issue Step box for specifying recipients for a transmittal workflow.
No e-mail - Allows you to disable all e-mail notification to the recipients associated with this workflow.
Reassign to participant - Determines who a step is reassigned to if the workflow is trying to reject, or cannot reject, a step.
Condition - Determines when you can associate the workflow with an object.
Issue step - Used to identify a step to see who the recipients will be before you run a report and is only used in transmittal workflows on the issue step. This option appears when the Transmittal Workflow check box is checked.
Find - Populates the lists for the Reassign to participant and Condition boxes. Type * or other search criteria in the appropriate search box, and click Find to populate the list.
Auto Order - Allows SmartPlant Foundation to select the best order for the steps. This takes the first step in the grid and assume it is the first step in the workflow. It then navigates the accept steps to find a good order to display the steps. Branches in a parallel workflow are kept together.
Insert Before - Adds a new step before the current selection.
Insert After - Adds a new step after the current selection.
Remove - Deletes the currently selected step.
View - Displays a graphical representation of the workflow.
Workflow Steps Pane
Name - Is populated automatically when you select a step definition, but can be altered. This label is displayed as the task name displayed to users in the To Do list.
Description - Displays a description of the step.
Step Definition - Allows you to select a step definition. Click the down arrow to display the list.
Duration - Allows you to type or select the number of days the step should take to complete.
Recipients - Allows you to specify the users, roles, or distribution matrices assigned to the step.
Checklist - Allows you to attach a checklist to the step. If the check box is not selected, the recipient will have the option to complete none, some, or all of the check list items.
Completed - Forces the recipient to complete the checklist before the step can be completed.
Accept Step - Allows you to select the next step to be performed if the current step is completed successfully.
Accept Status - Allows you to select the status of the workflow object if the step is completed successfully.
Accept Percentage - Allows you to select the percentage for each workflow status to assign it to the workflow object, if the step is completed successfully.
Select the Accept Percentage for each workflow status in incremental order.
Reject Step - Allows you to select the next step to be performed if the current step is not completed successfully.
Reject Status - Allows you to select the status of the workflow object if the step is not completed successfully.
Reject Percentage - Allows you to select the percentage for each workflow status to assign it to the workflow object, if the step is not completed successfully.
Select the Reject Percentage for each workflow status in incremental order.