Step 3. Generating Receive Step Sources

To create a receive step using the wf_receive built-in workflow event:

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

    The Workflow Workbench opens.

  2. Open a workflow.

    The Workflow and Workflow Step Sources windows open.

  3. In the Workflow Step Sources window, select the Executions folder, and then click New.

    The Execution window opens.

  4. In the Name field, type a name for the new execution step.

  5. From the Workflow Scope list, select either Packages or Requests, depending on how you plan to apply the workflow.

  6. PPM automatically populates the Reference Code box based on the value you entered in the Name box. You can accepts the default, or replace it with a different reference code to be used to reference this receive step.

  7. In the Execution Type list, leave Built-in Workflow Event selected.

  8. From the Workflow Event list, select wf_receive.

  9. Use the Validation auto-complete to select a validation to use to transition out of this workflow step.

    Note: The validation values that exit the receive workflow step must match the possible validation values used to enter and exit the jump workflow step.

  10. Provide all required information and any optional information you want included.

  11. Click the Ownership tab.

  12. Select the security groups whose members can edit this execution workflow step.

  13. Click OK.

    The Executions folder in the Workflow Step Sources window now includes the new receive workflow step.

This workflow step can be used in any new or existing workflow within the defined workflow scope. Keep in mind that every receive step must correspond to a jump step in another workflow.