Launching Stage Gate Action Sets for any business object

You can launch a Stage Gate Action Set for any Optiva business object that supports workflows.

  1. Open a business object, such as an Item or Formula.
  2. Click Launch Workflow.
  3. Select a Stage Gate Action Set for the business object. Then, click Start.
  4. Click Advanced Workflow in the business object toolbar. This button enables you to navigate to the Gantt tab. (The Advanced Workflow toolbar button is only exposed once you have run a stage-gate workflow on the object.)
  5. Select the Action WIP ID in the Gantt tab. Then, you can perform these tasks:
    1. Skip tasks that are eligible to be skipped.
    2. Recalculate the dates for the open tasks.
    3. Assign more than one user to an open task.
    4. Launch the WIP Detail dialog and specify more information about an open task. For example, you can add instructions and specify the percent complete for any open task. For the open tasks that are assigned to you, you can also process the tasks from the dialog. For example, you can approve or reject the task.

    For more information about working in the Gantt tab, see the Infor PLM for Process Advanced Workflow Management User Guide.