Configuring General Information for a Workflow

To create and provide basic information for a workflow:

  1. On the PPM Workbench shortcut bar, click Configuration > Workflows.

    The Workflow Workbench and Workflow Step Sources windows open.

  2. In the Workflow Workbench window, click New Workflow.

    The Workflow window opens.

  3. Provide values for the fields listed in the following table.

    Field or Option




    Type a name for the workflow.

    *Reference Code

    After you type the workflow name, a reference code is automatically generated. You can either leave this default value, or type a different value.

    Workflow Scope

    Leave Requests selected.


    Type a short description of the workflow and its purpose.


    To make this workflow available in PPM, click Yes.

    *First Step

    This box displays the value NONE until you add steps to the workflow from the Layout tab. (See Adding Steps to a Workflow.)

    *Use in Mobile

    Yes: Requests using this workflow will be listed in the Requests app of PPM mobile web client. By default, all action buttons of the workflow that allow a mobile user to perform are available in the mobile web client. However, you can configure only some of the action buttons to be accessed in mobile. For details, see Selecting Workflow Steps to Be Used in Mobile.

    No: Requests using this workflow will not be listed in the Requests app of PPM mobile web client.

    Note: This option is available for all workflows, however, it is only applicable to the workflows that are associated with requests.


    A workflow can contain other workflows. If you want to nest another workflow within the new workflow, click Yes.


    Use this auto-complete to specify the validation that sets the possible subworkflow results. A value is required if Subworkflow is set to Yes.

    Icon Name

    Type the name of an image file to represent the subworkflow on the Layout tab. This graphic file must be in .gif format and must reside in the <PPM_Home>/icons directory.

  4. Click Save.