Associating Security Groups with Workflows

Workflows represent business processes and are used to map business rules and processes to your organization. Each workflow consists of a series of workflow steps. Linked together, these workflow steps form the workflow. With the required access grants, you can edit workflows to meet your business requirements.

Note: To edit workflows, you must have the Configuration system-level license.

You can configure each workflow step so that only security groups or individual users that you specify can process it.

To configure an existing workflow step for a security group:

  1. Open the PPM Workbench.

  2. From the PPM Workbench shortcut bar, select Configuration > Workflows.

    The Workflow Workbench opens.

  3. Open an existing workflow.

    The Workflow window opens to the Layout tab, which you use to configure workflow steps.

  4. On the Layout tab, double-click a numbered workflow step.

    The Workflow Step window opens to the Properties tab, which is used to specify general information about the workflow step.

  5. Click the Security tab.

    Note: You use the Security tab to assign security groups and individual users to the workflow step. After you assign a security group to a workflow step, only a member of that security group can act on that step.

  6. Click New.

    The Workflow Step Security window opens.

  7. In the Security Group box, use the auto-complete list tool to open the Validate window and select the security group or groups.

  8. Click OK.

  9. In the Workflow Step window, click OK.

    The Security tab lists the security groups added to the workflow step.

  10. Click OK.

  11. To save your changes to the workflow, in the Workflow: <Workflow Name> window, click OK.

For more information on configuring workflow steps, see the Demand Management Configuration Guide.