Creating action sets

You do not have to specify actions in the order in which they are performed. Doing so makes the configuration more straightforward.

  1. Open the Action Set form and specify the general information.
    Creating an Action Set image 1
    Code and Description
    Specify a name and description that clarify the purpose. The description shows as the label for a report.
    Group Code
    Informational only.
    Target Data Symbol
    Specify the data object that is to be targeted by the workflow. The workflow is available from the business object form only for the object that you specify here. This entry is required to launch a non-wizard workflow. For example, if the workflow is to approve a new master formula, select Formula from the list.
    Display as Report
    Show the report for the target data symbol.
    Show Assignment Grid
    Enable user assignments to be seen and adjusted in the Launch Workflow form when a workflow is launched.
    Stage Gate
    This field is displayed if the APM.ENABLED profile attribute value is 1. Select this check box to display the workflow in the Project Management form of the business object.
    Has Target Object

    This check box is read only and selected for non-wizard action sets.

    To run wizards from the Home page, clear this check box. Then, specify a value for the Target Data Symbol or leave that field blank.

    To run wizards from the business objects, specify a value for the Target Data Symbol field. Otherwise, the wizard is not displayed in the list of action sets for the business object. You can select the Has Target Object box or leave it blank.

    When you clear the Has Target Object box, the wizard Action Set is assumed to use the Create New function.

    When you select the Has Target Object box, the wizard Action Set is assumed to use the Save As function.

    Allow Step Inserts
    This check box is only for Stage Gate action sets. Select this check box to allow users to add actions to this workflow from the Project Management > Gantt tab. The Add Row, Delete Row and Insert Row buttons become visible in the Gantt tab when you select this check box. These buttons are only visible when you are working with the All Tasks filter and the Hide Inactive check box is not selected. The Action Lookup list only contains those actions that have the Action Can be Added box selected. (The Action Can be Added check box is in the Action form.)
    Wizard
    Select this check box to designate the action set as a wizard. Wizards can be launched from the Home page or from an Optiva object.
    Use For Object Creation
    Pertains only to wizards. Select this check box to add the wizard to the Rule Code list in the Create New and Save As dialogs.
    Reference Object Symbol
    Pertains only to wizards when you are creating objects from a referenced object (on the References tab). This field works in conjunction with the Use For Object Creation check box. Specify the reference symbol that is used to create the new object from a References tab. See Configuring wizards to display in the Create Rules list
    Hide from Users
    This check box is displayed when it is enabled in the Configure Template forms for Action Sets. Select this check box to hide this Action Set from users when they are launching a new workflow.
    WIP to Data Lake
    By default, this check box is not selected. Select this check box to send Workflows in Progress created during the execution of this Action Set to the Data Lake.
    Full Elasticity
    When this check box is selected and a task is completed early or late:
    • The next open task in the Stage Gate gets an Actual Start Date as of today's date. The Start Date is also set to today's date. Then its Due Date is automatically re-calculated based on the task duration.
    • All upstream open tasks that are not fixed will also get their Start and Due Dates automatically re-calculated according to the Stage Gate.
    Enable Tracing
    Optionally, select this check box to record an entry to the related tracing table when the particular call to that script has completed. See the Infor PLM for Process Scripting Guide and Infor PLM for Process Application Configuration Guide for more information about tracing records.
  2. Add the steps to the action set. The first step (action) starts the workflow.
    Action Code
    When you add a step to an Action Set, you do not have to specify an action. You are only required to specify at least one User, Group, or Role.

    When you launch a new workflow, a default action is assigned to any leaf steps that have not already been assigned an action. (Leaf steps are steps that do not have child tasks.) This default action is specified in the WORKFLOW.DEFAULTACTION profile attribute. The default value for this profile attribute is the APPROVE/REJECT action.

    Caption
    Add a description for the action (task).
    Dur/UOM
    Duration of the step. Assign a calendar unit of measure (e.g., day, week, month).
    Instructions
    Optional. Specify instructions for the user who is completing the task. You can apply bold, italics, underline, strikethrough and colors to text in the Instructions column. The data specified in the Action Set form is also displayed in the Instructions column in these grids and forms:
    • Pending Tasks.
    • Project Management > Gantt.
    • WIP Details.
    • Visual Workflow
    Level
    Indentation set by the arrow buttons for stages and tasks.
    Row ID
    Row number, assigned by the system.
    Loop Line
    Row ID number of the action to which this action loops.
    Next Lines
    This information is generated by Optiva. The information from the Prior Lines column is used.
    Optional
    Select this check box to enable users to skip the action step in a workflow. This feature can be used for non-stage gate and stage gate action sets. This check box is not relevant for wizards.
    Prior Lines

    Specify the Row ID of the action that must be completed before this action. If multiple actions are performed simultaneously, then separate each line number with a semicolon.

    Prior lines are added into the Next Lines column accordingly. A step does not start until after its parent has started and until every step in the Prior Lines field has finished.

    Run Only Once
    Select this check box if this action step can be run only once. To enable the user to return to the step, clear this check box. This check box applies only to wizards.
    User/Group/Role
    Assign all actions even if user input is unnecessary.
  3. Optionally, configure the fields for the Input tab and the Step Inputs tab. See these topics: