Restricting Users from Selecting a Specific Workflow

When a user creates a request, a workflow must be selected for the request to follow to its resolution. You can control which workflows users can apply to which request types.

To restrict users from selecting a specific workflow to apply to a new request of a specific type:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  4. Click List.

    The Results tab lists all existing request types.

  5. Double-click the row that displays the request type for which you want to restrict applied workflows.

    The Request Type window opens.

  6. In the Request Type window, click the Workflows tab.

  7. Clear the All Workflows are allowed for this Request Type checkbox.

  8. Click New.

    The Workflow: New window opens.

  9. In the Workflow field, provide the names of the workflows that users can apply to this request type.

  10. Click OK.

    The Workflow tab lists the selected workflows.

  11. Click Save.

Only workflows specified on the Workflow tab can be applied to requests of this selected type.

Note: Request types can be associated with workflows such that only certain request types can be processed through the workflow. The selected request type must be enabled so that the user can create a request when using that workflow.

You can opt to restrict all new request types. You can also specify the default request type to be used with this workflow. This is set on the Workflow window Request Types tab.