Processing a Workflow Step

To process a workflow step:

Open a submitted package.

For information on how to open a package, see Opening Packages from PPM Workbench .

The Package window opens.
Click the Status tab.
Select one or more package lines.

You can select a single step for a single package line, or multiple steps for multiple lines. To select all the steps on all the open package lines that are eligible for action, click Select All.

You cannot act on multiple workflow steps at one time. If you select cells for multiple workflow steps, the Action button remains disabled. If you have the security privileges to perform the given workflow step, the button is enabled.

After you select a workflow step for which you have the security permission to act on the workflow step, the label on the button at the bottom-right of the Status tab changes from Action to the workflow step name.
To perform an action or decision on a selected step, click Action.

A decision window or the execution window opens.

Each step is configured with a selection of valid results.
If a decision window is open, from the Result list, select a decision result. If an execution window is open, in the list, select Execute Now, Schedule Execution, or Bypass Execution.
In the Notes field, you can type any comments you want to save.

For information about the decision window, see Acting on Decision Workflow Steps . For information about the execution window, see Acting on Execution Workflow Steps.
Click OK.

Whether the step is a decision or an execution, the result of the step is processed by the workflow engine and can lead to a number of changes. Based on the workflow definition (which can contain multiple workflow steps and subworkflows) the given workflow step result can cause additional workflow steps to become eligible, indicating the next actions to be performed in the package resolution process.

When subsequent steps become eligible, those steps are completed sequentially, making eligible the next workflow steps in line. This process continues until the package reaches its final state and is resolved, usually at a close step.