Overview of Creating Workflow Step Sources

You can create new decision and execution workflow step sources from the Workflow Step Sources window. Subworkflow workflow steps are created by configuring a standard workflow to be a subworkflow (see Creating Subworkflow Workflow Step Sources ). You cannot add to, delete, or modify condition steps.

To create a new workflow step source:

  1. From the Workbench shortcut bar, select Configuration > Workflows.

  2. Open a workflow.

    The Workflow window opens and the Workflow Step Sources window opens.

  3. Select the Workflow Step Sources window.

  4. In the first Filter by field, select Requests, Packages, or Release Distributions, depending on the type of workflow.

  5. In the second Filter by field, select Only items I can edit.

  6. Under Workflow Step Sources, select Decisions or Executions.

  7. Click New.

    A window that corresponds to the selected workflow step opens.

  8. Type required and any optional information to define the workflow step.

    For information about how to configure a specific workflow step source, see Creating Decision Workflow Step Sources or Creating Execution Workflow Step Sources.

  9. Configure the ownership of the workflow step source. For information on configuring the ownership of a workflow step source, see Configuring Ownership of Workflow Step Sources.

  10. For Enabled, click Yes, and then click OK.

The new workflow step source is ready for use in any new or existing workflows with the corresponding workflow scope.