Step 4. Including Jump and Receive Workflow Steps in Workflows

After you create the jump workflow and receive workflow steps (Step 2. Generating Jump Step Sources and Step 3. Generating Receive Step Sources), you can now include them in a workflow. The Jump/Receive Step Label field is the key communication link between separate workflows. The communicating jump and receive workflow steps must have a matching Jump/Receive Step Label field entry. The Jump/Receive Step Label field entry must be unique for any given jump and receive workflow step pair.

To include a jump and a receive workflow step pair in a workflow:

  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:

    1. Expand the Executions folder.

    2. Drag your jump workflow step to the Layout tab in the Workflow window.

      The Workflow Step window opens.

    3. From the Jump/Receive Step Label list, select an item.

      For example, Migrate to Production. This item must be the same for a paired jump and receive workflow step. The Jump/Receive Step Label field is the key communication link between separate workflows. The communicating jump and receive workflow steps must have a matching Jump/Receive Step Label field. The Jump/Receive Step Label field must be unique for any jump and receive pair.

    4. Provide any additional workflow step information you want included, and then click OK.

  4. In the Workflow Step Sources window:

    1. Expand the Executions folder.

    2. Drag your receive workflow step to the Layout tab in the workflow window.

      The Workflow Step window opens.

    3. In the Jump/Receive Step Label field, select an item.

      For example, Migrate to Production. This item must be the same for a paired jump and receive workflow step. The Jump/Receive Step Label field is the key communication link between separate workflows. The communicating jump and receive workflow steps must have matching jump/receive step labels. The Jump/Receive Step Label field value must be unique for any jump and receive pair.

    4. Provide any additional workflow step information you want included, and then click OK.

  5. Add a transition between the jump workflow step and the receive workflow step.

    The transition must be set to the Jump/Receive Step Label field value you selected (for example Migrate to Production).

  6. To save and close the workflow, click Save.