Stage Types

When a stage is assigned to a workflow model, the stage type attribute defines the type of participation for users in that stage of the workflow.

Table 38. Workflow Stage Types

Workflow Stage Type

Description

Action Types

Submit

The Submit stage is used to define the initial request items to be included in a request. Multiple workflow tasks may be associated with this stage type. At least one request item must be added to a request during the Submit stage.

AddLeaf or Add Limb tasks can be optionally configured with dependent workflow tasks. The system adds a request item for the original workflow task as well as an additional request item for each dependent task.

A primary task cannot also be a dependent task. The primary and dependent tasks are considered a related group when you are calculating the name of the add item on the primary task. If you delete a primary task while the name calculation is still pending, non-Add dependent tasks are also deleted.

Note:

Each request has only one Submit stage. You cannot define workflow stage criteria for this stage.

  • Add Limb

  • Add Leaf

  • Update

  • Inactivate

  • Insert

  • Move

  • Remove

  • Delete

Enrich

The Enrich stage is used to update request items that were added in the Submit stage or add request items. You can define workflow stage criteria for this stage.

An Enrich stage has a single workflow task associated with it. A typical Enrich stage uses a workflow task with an Update action for the existing request items. However, some Enrich stages may require that additional line items be created, for example:

  • The insertion of a single node into multiple hierarchies

  • Update the local properties of a single node in several hierarchies

This stage occurs between the Submit and Commit stages.

Note:

Any number of Enrich stages may be defined for a workflow model.

  • Update (existing request items)

  • Insert (add new items)

  • Move (add new items)

  • All action types available for the Submit stage

Approve

The Approve stage is used to view and approve all request items that were added in the Submit stage or added or updated during an Enrich stage. Users cannot add or edit request items during an Approve stage. You can define workflow stage criteria for this stage.

An Approve stage uses a single workflow task to view properties and run validations for request items while the request is in the stage. Update tasks are available for use in Approve stages in a read-only mode. To update properties of request items in an intermediate stage, use an Enrich stage type instead.

This stage occurs between the Submit and Commit stages.

Note:

Any number of approval stages may be defined for a workflow model.

Update (existing request items)

Commit

The Commit stage is used to provide a final approval of the request to trigger the commit of the request items in a request to a target versions. A committing user must approve all request items in a request. You can define workflow stage criteria for this stage but a request cannot be split at this stage.

A Commit stage does not have a workflow task associated with it. Instead, the commit stage displays the superset of properties and runs the superset of validations available for the request items for previous Submit and Enrich stages. Users in the Commit stage can make updates to any editable properties displayed for request items to allow for final adjustments.

This is the final workflow stage.

Note:

Each request has only one Commit stage.

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