Configuring tabs and menus for reports

A list of reports is available from the Reports tab.

Creating the Action Set

  1. Open the Action Set form.
  2. Select a report workflow. The Description is the label in the client.
  3. Select the Target Data Symbol.
  4. Select the Display as Report check box. In this example, the report is displayed for the Formula symbol.
  5. Click Set up Restrictions for this Action Set. The Action Set Restrictions window is displayed.
  6. Select the required class or classification to be restricted for this Action Set.
Reports Action Set Web

For more information about the Action Set form, see the Infor PLM for Process Workflow Administration Guide.