Required inventory is the inventory necessary to complete a certain activity. If any required inventory is defined for an activity, such required inventory is regarded as one of the criteria of activity assignment to resources. The required inventory is checked against the resource's inventory to see whether the resource's inventory is sufficient to complete the activity. If the resource has no required inventory in their pool, the activity will not be assigned to such resource.
You can use the installation of required inventory as a workflow step. The
application checks when all the required inventory items are installed and show the
corresponding step within a workflow as completed.
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Click .
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Click the workflow for which you want to add install required inventory as a
step.
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Click the plus icon (Add new) in the right pane.
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Complete the fields on the Add step dialog box with the
values given this table:
| Field |
Action |
| This step will open |
Select Standard action screens. |
| Screen |
Select Inventory [list_inventories]. |
| Position in workflow |
Select the position of the step within the workflow. If
you are adding the first step, ‘First’ is automatically
populated. You can change the order of the steps on the
Workflow page as well. |
| Name translations |
Add the name of the step in the languages that you
prefer. This name is displayed on the workflow
panel. |
| Show available when |
Select the visibility condition for the step. The
condition can be based on a field or property, or a step in
the workflow. This step is visible for end users only when
the condition is satisfied. Always available (no
conditions) means that a step is displayed
for end users initially. |
| Show completed when |
Required inventory in (equal)
installed is displayed by default. If you
want the step to be completed when the resource completes
the inventory checklist, add the condition
Inventory checklist in (equal)
completed. |
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Click Add.
The step is added.
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Click Save.
The workflow is saved. When a resource marks the inventory checklist as
complete, the step is marked as complete.