Adding Transitions Back to the Same Step

You can keep the option of resetting failed execution workflow steps, rather than immediately transition along a failed path. This is often helpful when troubleshooting the execution (Figure 3-9. Transitioning back to the same step).

Figure 3-9. Transitioning back to the same step

If the commands execute successfully, they follow the Success transition path. However, if the commands fail, they do not transition out of the step because no transition has been defined for the FAILED result. The user must manually select the workflow step, and then select FAILED - RETRY. The execution is re-run.

Do not use an immediate execution workflow step if a FAILED result is feeding directly back into the execution workflow step. This results in a continual execution-failure loop.

To transition a request or package line based on a value in a field, you must:

  • Configure an execution workflow step.

  • Configure the transition for the execution workflow step.

To transition back to the same execution step:

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

    The Workflow Workbench opens.

  2. Open a workflow.

  3. In the Workflow window, click the Layout tab.

  4. Configure an immediate execution workflow step, as follows:

    1. In the Workflow Step Source window, copy an existing immediate execution workflow step.

      In the Execution window, complete the information described in the following table.

      Field Name

      Description

      Workflow Scope

      Requests for request tracking and resolution processes, Packages for deployment processes, or Release Distributions for release processes.

      Execution Type

      Select Token.

      Processing Type

      Select Immediate.

      Immediate steps are automated. They execute the commands that are configured automatically and move the workflow to the next eligible step without user intervention.

      Note: If the previous step is an execution step and the Processing Type is set to Immediate, the status dependencies, such as Clear, is not triggered in the current step. It requires user interaction for these types of status dependencies.

      Validation

      Create a validation with the following validation values.

      • Succeeded

      • Failed

      • Failed - Reset

      • Failed - Rejected

      For details on how to create a validation, see the Commands, Tokens, and Validations Guide and Reference.

      Enabled

      Yes

    2. Click OK.

  5. Add the new execution workflow step to the workflow.

  6. Right-click the immediate execution workflow step, and then select Add Transition.

  7. Select several points near the execution workflow step, and then select the source workflow step.

    The Define Transition and Step Transitions windows opens. The Define Transition window provides many options for defining the transition.

  8. From the Specific Results list in the Define Transitions window, select the transition.

    The validations in the Specific Results field are the validations created for the execution workflow step. For example, select Failed - Reset.

  9. Click OK.

  10. In the Step Transitions window, click OK.

    The defined transition name is added to the transition line.

  11. Click Save.