Add a Workflow Level

Workflows can have one or many levels of approval processes. By default, every workflow has one level labeled as Level 1.

Before you begin

Create and save a basic workflow.

About this task

Each workflow level inserts sections on approvers, rejection, and escalation.

Procedure

  1. In the Create New Workflow page, select Add New Level.
    A new level is added to the workflow. New levels are labeled incrementally, such as Level 2, Level 3, etc.
  2. To insert a level above an existing level, select on any existing level, and then select Add new level above.
    A new level is inserted above the existing level.
  3. To insert a level below an existing level, select on any existing level, and then select Add new level below.
    A new level is inserted below the existing level.
  4. Select Save.
    The workflow configuration is saved.

What to do next

In Plant Applications Administrator, ensure that the display sheets are created under the client management section. Every level and every group in the level should have a display sheet with the naming convention: ProductionUnitName_WorkflowLevel_WorkflowGroup.