Table of Contents
- Title and Copyright Information
- About This Guide
- Workflows and Forms Overview
- Get Started with Workflows and Forms
- Search for a Workflow Design, Workflow Configuration, or Form
- Security Permissions for Workflows and Forms
- Monitor Workflows
- Start Workflow
- Workflow Design
- Workflow Design Overview
- Working With the Workflow Design Editor
- Workflow Design Editor
- Create a Workflow Design
- Add a New Workflow Design
- Add a Task Step
- Add a Manual Decision Step
- Add an Automatic Decision Step
- Delete a Workflow Step or a Connector Line
- Validate a Workflow Design
- Publish a Workflow Design
- Edit a Workflow Design
- Create a Workflow Design
- Duplicate a Workflow Design
- Delete a Workflow Design
- Update an Owning Workspace for a Workflow Design
- Assign a Workflow Design from a Parent Workspace
- Form Design
- Forms Overview
- Security Permissions for Workflows and Forms
- Selecting Forms for Availability on the Forms List Page
- Form Editor
- Working With the Form Editor
- Create a Form
- Add a Form
- Add Form Elements to a Form
- Delete a Form Element
- Validate a Form
- Publish a Form
- Edit a Form
- Duplicate a Form
- Delete a Form
- Update the Owning Workspace of a Form
- Assign a Form from a Parent Workspace
- Recover System Forms in the Root Workspace
- Workflow Configuration
- Workflow Configuration Overview
- Working With the Workflow Configuration Wizard
- Create a Workflow Configuration
- Edit a Workflow Configuration
- Duplicate a Workflow Configuration
- Delete a Workflow Configuration
- Update the Owning Workspace of a Workflow Configuration
- Assign a Workflow Configuration from a Parent Workspace
- Set a Workflow to Start When a Project Alert is Initiated or a Portfolio Threshold is Reached
- Viewing and Completing Workflow Tasks
- Custom Workflow Assignments
- Custom Form Assignments
- Workspace-level and Project-level Form Assignments for Risk Forms
- Assign a Custom Risk Form at the Project Level
- Assign a Custom Risk Form at the Workspace Level
- Set the Add and Edit Idea Forms
- Set the Add Project Proposal Form
- Set the Details Page for Projects
- Set the Details Page for Portfolios
- Creating a Custom General Form
- Accessing a Custom General Form
- Customize the System Add Idea Form
- Creating a Project Proposal Approval Workflow: Example
- Identifying and Understanding the Business Process
- Create a Workflow Design
- Adding the Workflow Design and Setting its General Properties
- Adding the Collect Proposal Data Task Step
- Adding the Evaluate Risk Level Automatic Decision Step
- Adding the Approve Proposal Task Step
- Adding the Collect More Information Task Step
- Defining the Paths from the Evaluate Risk Level Automatic Decision Step
- Adding the Final Review Manual Decision Step
- Adding the Reject Proposal Task Step
- Defining the Paths from the Final Review Manual Decision Task Step
- Validating and Publishing the Workflow Design
- Create the Required Forms
- Create the Workflow Configuration
- Adding the Workflow Configuration and Adjusting Settings for the Entire Workflow
- Configuring the Collect Proposal Data Step
- Configuring the Evaluate Risk Level Automatic Decision Step
- Configuring the Approve Proposal Step
- Configuring the Collect More Information Step
- Configuring the Final Review Step
- Configuring the Reject Proposal Step
- Validating and Publishing the Workflow Configuration
- Set the Workflow as the Default Project Proposal Workflow
- Run the Workflow against a Sample Project Proposal
- Configure View Settings
- Views Overview
- Add a View
- Apply a View
- Configure a Column
- Configure a Saved Filter
- Apply a Saved Filter
- Configure and Apply Filtering
- Configure Grouping Options
- Configure the Schedule Variance Analysis Panel
- Configure Sorting Options
- Configure Gantt Bars on the Activities Page
- Configure Gantt Bars on the Task List Page
- Configure Gantt Chart Settings
- Configure Network Settings
- Configure Quick Filters
- Apply a Quick Filter
- Configure Task Counts
- Configure a Timescale
- Configure Spreadsheet Rows
- Customize Task Cards
- Configure Currency Settings
- Configure Formatting
- Configure Cell, Column, and Row Formatting
- Configure Plan By Options