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.
About this task
The approval workflow you are creating for an action event cannot be deleted. It can only be modified.Procedure
- 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.
Plant Applications
