Creating Action objects

  1. Complete the general information in the Action form.
    • View Type is not yet implemented.
    • Data Symbol and Group are informational only.
    • Action Can be Added is used only for Stage Gate action sets and only for workflows that are in progress. Select this check box to enable users to select and add this action from the Project Management > Gantt tab.
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  2. Add scripts to associate the functions with events. The events are buttons that the users select. When the button is selected, the corresponding script runs.
  3. Verify the script syntax to ensure it is valid.
  4. Select the events in the Events tab.
    Type Description
    Events Enables buttons in the Pending Tasks grid.
    Confirmation Opens a dialog with a confirmation message.
    Reasons and Comments Opens a dialog for the user to add reasons and comments.
    Signatures Opens a dialog for the user to add an electronic signature.
  5. Associate the appropriate button to an event. For example, use the VIEW or EDIT event to open a form; use the COMPLETE event to finish the action.
  6. Conclude each event with a return code. See the Infor PLM for Process Scripting Administration Guide.