Create a Workflow

This topic describes how to create a basic workflow for approvals.

Before you begin

The action event for which you want to create a workflow is available as a production unit in Plant Applications Administrator.

The approval workflow you are creating for an action event cannot be deleted. It can only be modified.

In the Approval Cockpit page, on the Approver Configuration tab, select .
The Add Workflow Details screen appears.

Provide values as specified in the following table.

Field	Description
WORKFLOW NAME	Enter a unique name for the workflow that does not exceed 100 characters.
SELECT FORM	Select a form to use with the workflow. This box contains a list of forms defined for the Approval Cockpit workflows. These forms are production units created under the Approval Cockpit department and line in Plant Applications Administrator. A set of variables associated to the form or unit serve as an approval questionnaire.
PRODUCTION LINE	Select a production line to which the workflow belongs. This box contains all the production lines defined in Plant Applications Administrator.

Select Add.
The Create New Workflow page appears with the added workflow details.
Add the first level of approvers in a workflow.
To create and save a basic workflow, you must add groups under the Approvers 1 section.
Select Save.
The workflow is saved to the list of workflows on the Approver Configuration tab.

Add a monitoring group, rejection responding group, or escalation responding group.
Add another level to your workflow.
In Plant Applications Administrator, ensure that the display sheets are created for the configured workflow under the client management section.