Configuring General Information for a Workflow

To provide basic workflow information:

  1. From the Workbench shortcut bar, select 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. In the Name field, type a name for the workflow.

  4. From the Workflow Scope list, do one of the following:

    • For Deployment Management packages, select Packages.

    • For Deployment Management releases and distributions, select Release Distributions.

  5. In the Description field, you can type a short description of the workflow and its purpose.

  6. To make this workflow available for use in PPM, for the Enabled option, select Yes.

  7. Click Save.

Next, add steps to the workflow. For instructions, see Choosing Workflow Steps.