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Infor PLM for Process (Optiva) Workflow Administration Guide
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About This Guide
Overview
Workflow benefits
Creating workflows
Scripts
Events
Actions
Action Sets
Planning the flow
Processing workflows
Auditing workflows
Workflows
Beginning the workflow
Completing the launch
Pending tasks
Processing a task
Events
Adding reasons and comments
Adding electronic signatures
Signatures and Windows IDs
Signatures for Cloud users
Signatures for all authentication methods
Reassigning tasks
Tracking workflow activity
Viewing a pending or completed workflow
Viewing electronic signatures
Displaying all tampered records
Editing an in-progress workflow
Viewing inputs to the workflow
Canceling a workflow
Searching for log results for Action WIP IDs
Form security for the Results tab
Specifying the search criteria in the Results tab
Viewing the search results
Sample Action scripts
Viewing the Import Log
Configuring for workflows
Configuring custom buttons
Example for custom buttons
Adding workflows to reports
Related documentation
Actions
Defining Actions for the business process
Sample workflow actions
Understanding Action events
The First Event:wf_start
Optional function: wf_launch() for backwards compatibility only
Pre-defined event: ASSIGN
Writing scripts for events
Creating Action objects
Event confirmation messages
Event reasons and comments
Electronic signatures
Viewing action sets that use an action
Executing workflow events using URLs
Action sets
Assembling actions into an action set
Assigning Taskusers in the action set
Assigning Taskusers at launch time
Creating action sets
Simultaneous actions
Completion requirement
Assigning security privileges
Creating stages and tasks
Example of a stage gate action set
Contact your Infor ICS representative
Advanced Workflow Management for any business object
Prerequisites
Launching Stage Gate Action Sets for any business object
Lookup Sets for Workflow Views
Viewing action sets that use an action
Providing for user inputs for a workflow
Setting up the action set
Setting up the action
Assigning a value to an input variable before the workflow
Run the workflow and view the values
Adding input parameters using the workflow
Deriving values for input fields
How users enter derived fields
Configuring derived fields
Filtering derived fields
How users enter filtered fields
Procedure
Prompting users for input values
Launch Workflow dialog
WIP Detail dialog
Skipping steps in action sets
Using the Optional check box
Elasticity in upstream tasks
Non-stage gate action set
Wizards
Launching wizards
Deleting Orphaned WIP Lock Entries
Wizard components
Wizard tabs
Navigation buttons
Additional wizard buttons
Client-side actions
Input fields
Saving values
Pending task events for wizards
Form security privileges
Configuring wizards
Steps tab
Input tab
Step Inputs tab
Wizard example
Dependent fields example
Specifying more than one value for the same input field
Database table
Configuring wizards to display in the Create Rules list
Adding an extension table to wizards
Configuring wizards to display an extension table based upon a dependent field selection
Copying extension table data to an Optiva object
Scripting
Adding scripts
Workflow scripting and security
Finding more information about scripting
<Glossary>
Glossary
action
action code
action set
elasticity
event
function
script
tasks pending
task user
wizard
work ID
workflow
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