Adding Steps to a Workflow

You assemble workflow steps into workflows on the Layout tab of the Workflow window.

To add a step to a new workflow:

1. In the Workflow window for your new workflow, click the Layout tab.

   To the right of the Workflow window, the Workflow Step Sources window contains a library of steps, classified by type, that you can use to build your workflows. The window also includes Filter by lists, which you can use to selectively display a subset of available steps.

2. From the first Filter by list, select one of the following:

   • For Micro Focus packages, select Packages.

   • For Micro Focus releases and distributions, select Release Distributions.

   • Select Requests.

3. In the second Filter by list, you can select an additional filter condition to further refine the available workflow steps listed.

4. Click New.

5. Click Save.

6. To view the available steps, expand the folders in the Workflow Step Sources window.

   Note: For more information on how to select the steps for your workflows, see Choosing Workflow Steps

7. Determine which step to add as the first step, and then drag and drop it onto the Layout tab.

   After you add a step to the Layout tab, the Workflow Step window opens. Use this window to configure the following:

   • General workflow step properties. See Configuring Properties of a Workflow Step .

   • Workflow step security. See Configuring Security for Workflow Steps.

   • Notifications for the workflow step. See Configuring Notifications for Workflow Steps .

   • Timeouts for the workflow step. See Configuring Timeouts for Workflow Steps.

   • Step fill color for graphic workflow display. See Adding Color to Workflow Steps.

   • Segregation of duties. See Configuring Segregation of Duties for Workflow Steps.

   • Step fill color for graphic workflow display. See Adding Color to Workflow Steps.

8. After you finish configuring all the steps in the workflow, click OK.