Create workflow step sources

You can create decision and execution workflow step sources from the Workflow Step Sources window. You cannot add, delete, or modify condition steps.

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Create workflow step source

You use the Workflow Step Sources window to create a workflow step source. You cannot add, delete, or modify condition steps.

To create a workflow step source:

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

2. From the Workflow Workbench, open a workflow.

3. In the Workflow window, 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 source type opens.

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

   For information about how to configure a specific workflow step source, see Create decision workflow step sources or Create execution workflow step sources.

9. Configure the ownership of the workflow step source.

   For information about configuring the ownership of a workflow step source, see Configure ownership of workflow step sources.

10. For Enabled, select Yes.

11. Click OK.

    The new workflow step source is now included in the Workflow Step Sources window. You can use it in any new or existing workflow with the corresponding workflow scope.

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Configure ownership of workflow step sources

When you configure a workflow step source, you can specify who can edit the workflow step source.

To configure ownership of a new workflow step source:

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

2. Open a workflow.

   The Workflow window opens.

3. In the Workflow window, open a decision or execution workflow step source window.

   A window that corresponds to the selected workflow step source type opens.

4. Click the Ownership tab.

   Note: You use the Ownership tab to select the security groups that can edit this workflow step. The default is to allow all security groups who can edit workflows to edit a workflow step source.

5. Select Only groups listed below that have the Edit Workflows Access Grant.

6. Click Add.

   The Add Security Group window opens.

7. In the Add Security Group window, select a security group.

8. Click OK.

   Only users from a listed security group that can edit workflows can now edit this workflow step source.

9. From the Ownership tab, click OK.

   The new workflow step source is now listed in the Workflow Step Sources window. You can use it in any new or existing workflow with the corresponding workflow scope.

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See also:

• Create decision workflow step sources
• Create execution workflow step sources