Configure properties of a workflow step

You can use the Properties tab in the Workflow Step window to complete or edit general information about a workflow step.

To configure workflow step properties:

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

  2. Open a workflow.

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

    The Workflow Step window opens to the Properties tab.

  4. Provide or modify information for the fields listed in the following table.

    Field

    Description

    Step Name

    Name of the workflow step. The name is displayed on both the Layout and Step Sequence tabs.

    Action Summary

    Summary of what the step accomplishes.

    Description

    Short description of the step.

    Enabled

    Determines whether the step enabled for now.

    Display

    To display the step only when the step is available for action, select Only When Active from this list. To display the step at all times, leave Always selected.

    Avg Lead Time

    Informational field that you can use for reporting.

    Request Status

    Use this auto-complete to specify which status to set on the parent request when the request reaches this step. (This setting is important for integrating workflows and Demand Management request types.)

    Current % Complete

    Value to display for the parent request's percent complete when the request reaches this step. (This setting is important for integrating workflows and Demand Management request types.)

    Parent Assigned To User

    Specify the user to which the parent request is to be assigned when the request reaches this step. (This setting is important for integrating workflows and Demand Management request types.)

    Parent Assigned To Group

    Specify the security group to which the parent request is to be assigned when the request reaches this step. (This setting is important for integrating workflows and Demand Management request types.)

    Workflow Step Information

    Type the address of a Web page with information associated with this step.

    Authentication Required

    To require users to submit a username and password or just a password before they can act on this step, select Username & Password or Password. Otherwise, leave None selected.

  5. Click OK.