Workflow setup in General and Setting tabs

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Workflow setup in General and Setting tabs

This section explains how to set up workflows. Workflow setups can be time-consuming. Primavera Unifier offers other options of copying or importing workflow setups. To use these options, see "Copying Workflow Setups from Other Schemas" or "Importing Workflow Setups from One Environment to Another".

In Administration mode:

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To set up a workflow in a company level business process, click the Company Workspace tab and, in the Navigator, go to Company Workspace > Business Process Setup.

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To set up a workflow in a project/shell level business process, click the project or shell tab and, in the Navigator, go to Setup > Business Process.

On the right pane, double-click the business process you want to set up.

In the Navigator, click Workflow Setup and on the right pane, double-click the name of the workflow you want to set up.

The Workflow Setup window opens.

Complete the General tab for the workflow.

In this field:	Do this:
Setup Name	Enter a workflow business process setup name.
Description	Enter an optional description of the workflow setup.
Status	Select Active or Inactive.
Error Check	Click to check the workflow for errors when the workflow setup is complete.
Default SmartForm Template	Click Add to select a SmartForm template.
Default format of record information attached to email notification	Select PDF of Custom. If you select Custom, click Add to choose the custom print format.

Click the Settings tab to configure the workflow. See “Define the business process workflow”.

When the setup is complete, return to the General tab and click the Error Check button. This validates the setup, including checking that all steps have assignees. An error window opens identifying any errors that will prevent the setup from being activated.

If there are no errors, click OK in the Setup window. You will be prompted to activate the BP. Click Yes to activate the BP and make it available to users, or click No to keep the BP inactive until a later date.

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