Configuring an object based workflow

Object based workflows consist of one or more stages. The object based workflows for decision package top down are described separately. Each stage of the object based workflow can contain multiple steps. Different users can be responsible for different stages and steps. You can apply one or more conditions to steps.

Each condition is evaluated in order. If a condition is not met, the workflow moves to the next step. When a condition is met, the responsible user can accept or reject the value that triggered the condition.

Click the Home icon.
Select Workflow and Workbooks > Workflow Configuration.
In Context pane, click the version to which the step applies.
The version and its parent configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
In the Configure column, click the arrow icon of the application to which the workflow step belongs.
In the Object Based Workflow section, select the workbook for the step.
Click Add Stage, or click the Edit icon of an existing stage and specify this information:

Name

Specify a name for the stage.

Active

Select Active to make the step available.
Add further stages as required.
You can drag and drop stages to change their order.
To add a step to a stage, click the > icon and click Add Step. Specify this information:

Name

Specify a name for the step.

Hierarchical Approval

This check box is enabled if organizational planning has been enabled on the planning step. Select this option if the step must be reviewed by multiple approvers.

Active

Select Active to make the step available.

Ranked

Ranking enables approvers to work with multiple decision packages within a single report. Steps that are flagged as Ranked are displayed in a separate group on the Tasks page of the responsible approver. Typically, you select this option only for steps that require special consideration for some reason.

Responsible Type

This option is not available if Hierarchical Approval is selected. Specify whether a user or group is responsible for approving or rejecting the step.

Responsible

Select the user or group responsible for the step.

Enable Modification

This option enables the selected approver to modify the data submitted to them before approving or rejecting it.

Mandatory Comments

If mandatory commenting is enabled planners must add a comment to each data entry they make. You cannot submit a plan if mandatory commenting is enabled but not all entries are commented.
Add further steps as required.
You can drag and drop steps to change their order.
Specify one or more conditions for each step.
Conditions are required for decision packages.
Specify logic blocks.
Select Completed when you have finished configuring the workflow.
If the workflow is for a decision package, the package is displayed in Applications > Decision Packages.
If the workflow is for a decision package top down, the tasks associated with the package are displayed in users' tasks lists.