Workflow business processes may have one or more workflows, which, along with the BP settings, control how BP records flow through the steps of the creation, response, review, and approval process. Workflows are designed in Primavera uDesigner and imported with the BP. You must activate the workflows that you plan to set up and use.
Note: This is applicable for workflow BPs only. Non-workflow BPs will not display this tab.
To configure and activate a workflow
| 1 | In the Business Process Configuration window, click the Workflow tab. |
| 2 | To activate a workflow, select the workflow and click Activate. |
| 3 | Alternatively, you can select a workflow and click Modify. The Workflow Configuration window opens. |
| • | In the General tab, you can edit the name or description if necessary. |
| • | You can change the status to active in this tab. |
| • | To view the steps of the workflow, click the Step tab. |
| • | Click OK to exit the Workflow Configuration window. |
| 4 | If you have edited or added a workflow to an existing business process and re-imported, you may need to add the new workflow. Click Add to add newly defined workflows, if any exist. |
| 5 | Click Apply to save your changes, and OK to exit the Business Process Configuration window. |
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