Choosing Workflow Steps

PPM comes with predefined workflow steps, which are available through the Workflow Step Sources window. You can use the Filter by fields in this window to filter the available workflow steps for display. The following folders, which contain workflow steps classified by type, are available in the Workflow Step Sources window:

  • Decisions

  • Conditions

  • Executions

  • Subworkflows

To evaluate a workflow step, determine which of the workflow folders it corresponds to. Expand the folder, and then add the workflow step that best suits your needs to the Layout tab. For instructions, see Adding Steps to a Workflow.

Validations determine the values a workflow step can have (see Configuring Validations for Workflow Steps ). Check these to see if they meet your requirements for transition to the next workflow step.