Action Required for Workflows Toolbar

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, window type, and other factors.

Screen Elements

View Form

Enables you to view and configure all details for the selected workflow task.

Notes:

If SSO authentication is configured, you will see the form in a new window. If SSO authentication is not configured, you must log into BPM in the resulting dialog box, close that dialog box, and then return to P6 and click View Form again. This procedure is required whenever your BPM session expires.
For tasks with no associated form, this icon is disabled. To perform an action on a workflow task with no associated form, log into BPM and use its Actions menu. It is also possible to design a solution using the P6 Integration API.

View Status

Displays a diagram representing the entire workflow instance and its current status. Status is conveyed visually with a colorized border outlining the objects in the diagram.

Columns

Enables you to select the data fields you want to display as columns in the current table.

Group By

Arranges similar values in a table or list into groups based on a selected field.

Choices include:

Category: Workflow category (or process) groupings are based on your custom folder structure configured in BPM.
Due Date: workflow due date groupings are arranged as follows:

Due Today: tasks due on the current day.
Due This Month: tasks due within the current month.
Due in the Future: tasks due at some point beyond the current month.
Past Due: tasks with due dates at some point in the past.
Initiator: groups the tasks by their initiator.
None: Removes any hierarchical groupings and arranges the tasks into a flat list sorted by the currently selected column. This is the default setting.

Filters

Enables you to reduce the number of values displayed in a list or table by filtering out unwanted values.

Choices include:

All: View all the tasks in the Action Required table. This is the default setting. This setting does not include every task in the workflow. In this particular context, it includes all the tasks that are either assigned to you specifically, or to your assigned group or role.
Assigned to Me: Filters the tasks so that only the ones assigned to you, the current user, appear in the table.
Due This Week: Filters the tasks so that only the ones with a due date within seven days of today appear in the table.

Last Published Wednesday, July 10, 2024