Set Workflow Options

You use the Workflow Options dialog box to set several options regarding when workflow processes are activated. You set these options separately for each site.

To set Workflow options:

1. In the Organizations (SP) application, select the organization for which you want to set Workflow options.

2. From the Select Action menu, select Workflow Options. The Workflow Options dialog box opens.

3. Select the site to which you want the settings to apply.

4. By default, none of the following options are enabled. To enable an option, click Select Value in the relevant field and select the appropriate workflow process from the list. To disable an option, clear the field. Enable the following options as needed for your workflow processes:

5. Work Orders on PM Generation.  The system initiates the selected workflow process for a work order when a PM is generated.

6. Purchase Requisitions on Reorder. The system initiates the selected workflow process for a purchase requisition when an item is reordered.

7. Purchase Orders on Reorder.  The system initiates the selected workflow process for a purchase order when an item is reordered.

8. Work Orders on PO Approval. The system initiates the selected workflow process for a work order when a PO is approved.

5. Select other sites as needed and set their workflow options as needed.

6. Click OK.

See Workflow Designer help and the Workflow Designer Implementation Guide for details about configuring workflow processes.