Actions You Can Control

For a change type, you can define what actions participants can perform at each status in the workflow. You can also reorder the display sequence of actions that appear in the additional workflow controls table.

Based on your business requirements, you can allow or disallow actions for the following participant types:

• Creator
• Analyst
• Requester
• Other Users
• Portal User

Note:

• For tighter and enhanced security, set all actions for Other Users to No and instead add five specific roles for users who can access change types.

• If you configure an Assignee Role in the change type, it’s recommended that you add the selected role (to the Additional Workflow Controls table) to allow assignees take action on the changes.

• If you opt in to the feature Redwood: Enable the New Supplier Portal Home Page Experience, note that:
  The Additional Workflow Controls configured in the Portal User column as part of the change type setup will also be applicable on Redwood pages.

  • Supplier portal users can be granted a higher-level access by adding a new role and assigning permissions to that role through additional workflow controls.
  • Between the permissions in the Portal User column and the new role, the functionality that’s higher of the two will be applicable.

    For example, for the Promote Manually action, if the Portal User is set as No, and New Role is set as To next status, the portal user can promote the workflow to the next status. If you don't want the permission in Portal User column to be applied, you can set all actions in that column as No.

Assign Permissions for Each Action

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Product Management
   • Functional Area: Change Orders
   • Task: Manage Change Order Types.
2. Select the change type for which you want to assign permissions and click Edit.
3. Click the Workflow tab and select a status.
   • The additional workflow controls appear in the side panel.
4. For each action, select the applicable permissions.
5. Click Save.

Reorder the Display Sequence of Actions

Here's how you reorder the display sequence of actions.

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Product Management
   • Functional Area: Change Orders
   • Task: Manage Standard Lookups
2. In the Lookup Type field, search for ORA_EGO_CO_WORKFLOW_CONTROLS, and expand Lookup Codes.
3. In the Display Sequence column, you can reorder the sequence of actions.
4. Save your changes.

Actions in Open Status

Here are the actions in Open status for creator, analyst, requester, other users, and portal user.

Note:

• Participants include reviewers, optional approvers, and approvers.
• Use the Manage Change Header Attributes action to allow or disallow participants from modifying the general information on a change.
• You can only import and export configurable attributes that are listed in the Attributes tab for the predefined change types.

Action	Creator	Analyst	Requester	Other Users	Portal User
Promote Manually	To next status	To any status	To next status	No	No
Add Participants for Current Status	Yes/No	Yes/No	Yes/No	Yes/No	No
Remove Participants for Current Status	Yes / No	Yes / No	Yes / No	Yes / No	No
Manage Change Header Attributes	No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields.	No / All / Standard / Additional Information	No / All / Standard	No / All / Standard / Additional Information	No / All / Standard / Additional Information
Manage Change Header Attachments	Yes / No	Yes / No	Yes / No	Yes / No	Yes / No
Manage Affected Objects	Yes / No	Yes / No	Yes / No	Yes / No	No
Cancel Change Orders or Lines	Yes / No	Yes / No	Yes / No	Yes / No	No
Hold or Release	Yes / No	Yes / No	Yes / No	Yes / No	No
Move Change Lines	Yes / No	Yes / No	Yes / No	Yes / No	No
Add Participants for Future Status	Yes / No	Yes / No	Yes/No	Yes / No	No
Remove Participants for Future Status	Yes / No	Yes / No	Yes/No	Yes / No	No
Manage Security	Yes / No	Yes / No	Yes / No	Yes / No	No
Manage Relationships	Yes / No	Yes / No	Yes / No	Yes / No	No
Add Tasks	Yes / No	Yes / No	Yes / No	Yes / No	No
Remove Tasks	Yes / No	Yes / No	Yes / No	Yes / No	No
Update Tasks	Yes / No	Yes / No	Yes / No	Yes / No	No

Note: In update 22B, the action names for Add Approvers for Future Status and Remove Approvers for Future Status have been changed to Add Participants for Future Status and Remove Participants for Future Status.

Actions in Interim Approval Status

Here are the actions in Interim Approval status for creator, analyst, requester, other users, approver, and portal user:

Action	Creator	Analyst	Requester	Other Users	Approver	Portal User
Promote Manually	No / To next status / To any status	No / To next status / To any status	No / To next status / To any status	No / To next status / To any status	No / To next status / To any status	No
Demote Manually	No / To previous status / To any status	No / To previous status / To any status	No / To next status / To any status	No / To previous status / To any status	No / To next status / To any status	No
Add Participants for Current Status	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Remove Participants for Current Status	Yes/No	Yes / No	Yes/No	Yes/No	Yes/No	No
Manage Change Header Attributes	No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields.	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information
Manage Change Header Attachments	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	Yes / No
Manage Affected Objects	Yes / No	Yes / No	Yes/No	Yes / No	Yes/No	No
Terminate or Restart Approval	Yes/No	Yes/No	Yes/No	Yes/No	Yes/No	No
Cancel Change Orders or Lines	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Hold or Release	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Move Change Lines	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Add Participants for Future Status	Yes/No	Yes/No	Yes/No	Yes/No	Yes/No	No
Remove Participants for Future Status	No	Yes / No	No	No	No	No
Manage Security	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Manage Relationships	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Add Tasks	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Remove Tasks	Yes / No	Yes / No	Yes / No	Yes / No	Yes / No	No
Update Tasks	Yes / No	Yes / No	Yes / No	Yes / No	Yes / No	No

Actions in Approval Status

Here are the actions in Approval status for creator, analyst, requester, other users, approver, and portal user:

Action	Creator	Analyst	Requester	Other Users	Approver	Portal User
Demote Manually	No / To any status /To previous status	No / To any status /To previous status	No / To any status /To previous status	No / To any status /To previous status	No / To any status /To previous status	No
Add Participants for Current Status	Yes/No	Yes/No	Yes/No	Yes/No	Yes/No	No
Remove Participants for Current Status	Yes/No	Yes / No	Yes/No	Yes/No	Yes/No	No
Manage Change Header Attributes	No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields.	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information	No / All / Standard / Additional Information
Manage Change Header Attachments	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	Yes / No
Terminate or Restart Approvals	Yes/No	Yes/No	Yes/No	Yes/No	Yes/No	No
Cancel Change Orders or Lines	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Hold or Release	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Move Change Lines	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Add Participants for Future Status	Yes/No	Yes/No	Yes/No	Yes/No	Yes/No	No
Remove Participants for Future Status	No	Yes / No	No	No	No	No
Manage Security	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Manage Relationships	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Add Tasks	Yes / No	Yes / No	Yes/No	Yes / No	Yes / No	No
Remove Tasks	Yes / No	Yes / No	Yes / No	Yes / No	Yes / No	No
Update Tasks	Yes / No	Yes / No	Yes / No	Yes / No	Yes / No	No

Actions in Scheduled Status

Here are the actions in Scheduled status for creator, analyst, requester, other users, and portal user:

Action	Creator	Analyst	Requester	Other Users	Portal User
Add Participants For Current Status	Yes / No	Yes / No	Yes / No	Yes / No	No
Remove Participants for Current Status	Yes / No	Yes / No	Yes / No	Yes / No	No
Manage Change Header Attributes	No	No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields.	No	No	No / All / Standard / Additional Information
Manage Change Header Attachments	No	Yes / No	No	No	Yes / No
Cancel Change Orders or Lines	Yes / No	Yes / No	Yes / No	Yes / No	No
Move Change Lines	Yes / No	Yes / No	Yes / No	Yes / No	No
Manage Security	Yes / No	Yes / No	Yes / No	Yes / No	No
Manage Relationships	Yes / No	Yes / No	Yes / No	Yes / No	No
Reschedule Change Orders	Yes/No	Yes/No	Yes / No	Yes/No	No
Add Participants for Future Status	Yes/No	Yes/No	Yes/No	Yes/No	No
Remove Participants for Future Status	Yes/No	Yes/No	Yes/No	Yes/No	No
Add Tasks	Yes / No	Yes/No	Yes/No	Yes/No	No
Remove Tasks	Yes / No	Yes / No	Yes / No	Yes / No	No
Update Tasks	Yes / No	Yes / No	Yes / No	Yes / No	No

Actions in Completed Status

Here are the actions in Completed status for an analyst and a portal user. Note that creators and other users aren't allowed to perform any action.

Action	Analyst	Portal User
Add Participants for Current Status	Yes/No	No
Remove Participants for Current Status	Yes/No	No
Manage Change Header Attributes	No / All / Standard / Additional Information Standard attributes include Name, Description, Reason code, Priority, Need-by-date, and Requested by. Additional information includes descriptive flexfields.	No / All / Standard / Additional Information
Manage Change Header Attachments	Yes / No	Yes / No
Move Change Lines	Yes / No	No
Manage Security	Yes / No	No
Manage Relationships	Yes / No	No
Add Tasks	Yes/No	No
Remove Tasks	Yes / No	No
Update Tasks	Yes / No	No