Integrating Workflows and Request Types through Workflow Step Properties

You can direct several aspects of request behavior through setting the following workflow step properties:

  • Request status. Use this to specify the status to set on the parent request when a request reaches this workflow step.

  • Current % Complete. Use this to set the value to display for the parent request's percent complete when a request reaches this workflow step.

  • Parent Assigned To User. Use this to specify the user to which the parent request is to be assigned when a request reaches this step.

  • Parent Assigned To Group. Use this to specify the security group to which the parent request should be assigned when the request reaches this step.

Specifying the request status (linking request status values to workflow steps) is the most important means of integrating request types and workflows. As a request progresses through the workflow, it takes on the status assigned at each workflow step.

Instructions for linking request status values to workflow steps are provided here. For instructions on how to configure other workflow step properties, see Configuring Properties of a Workflow Step .

To assign request status values to workflow steps:

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

    The Workflow Workbench opens.

  2. Open a workflow.

    The Workflow window opens to the Workflow Layout tab.

  3. Right-click a workflow step, and then click Edit on the shortcut menu.

    The Workflow Step window opens to the Properties tab.

  4. Use the Request Status auto-complete to select the request status.

  5. Repeat as necessary with all required workflow steps.

  6. On the Layout tab, click OK.

As the request progresses through this workflow, it acquires the status assigned at each workflow step. Not all workflow steps require that a request status be assigned. A request type retains the last-encountered status.