Update a workflow - SmartPlant Foundation - Help

SmartPlant Foundation Help

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Asset Information Management
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SmartPlant Foundation
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Help
SPFVersion_custom
2019 (10.0)
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(none)
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2019 (10.0)
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8.0.0
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13.x(2018)
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  • Right-click an object, and click Workflow > Update Workflow.

  • Changes that you make to the workflow do not affect the workflow template.

  • You can update a workflow, with the following exceptions:

    • You cannot alter the transmittal issue step on an instantiated workflow.

    • You cannot change a step that has already started.

The following procedures describe the kinds of updates that are possible when you update a workflow.

Add a workflow step

  1. Select a step, and click Insert Before or Insert After.

    The new step is created, and appears as a new row in the step list.

  2. Select a step definition.

  3. Change the step name and description, if needed.

  4. Complete the properties for the new step.

Set workflow accept and reject steps

  1. To change the accept step (the next step if the current step completes successfully), click next to the Accept Step box, and use the Select Accept Steps dialog box to add or remove an accept step.

    • The accept step for the current step cannot be changed.

    • You can use the Find button on the Select Accept Steps dialog box to find steps in other workflows.

  2. To set the accept status (the status of the workflow object if the step is completed successfully), click beside the Accept Status box, and select the status from the list.

  3. To change the reject step (the next step if the current step is rejected or is not completed successfully), click beside the Reject Step box, and use the Select Reject Step dialog box to add or remove a reject step.

    • The reject step for the current step cannot be changed.

    • You can use the Find command on the Select Reject Steps dialog box to find steps in other workflows.

  4. To set the reject status (the status of the workflow object if the step is rejected or is not complete successfully), click beside the Reject Status box, and select the status from the list.

You can also use Auto Order to have SmartPlant Foundation select the best order. This feature takes the first step in the table and assumes it is the first step in the workflow. The software navigates through the accept steps to find a good order in which to display the steps. Provisions have been made to keep a branch in a parallel workflow together.

Change the duration for a workflow step

  • In the Duration box, enter the number of days the recipient has to complete the step.

    The new value affects the target date for the next step, which is reflected in the Target Date column of the user's To Do List.