Workflow Settings Fields

These settings are for the entire workflow configuration. They appear when you select the name of the workflow design on the Configure Workflow step of the Workflow Configuration Wizard.

Configuration Name

The unique name of the workflow configuration. This name is used to label the complete workflow on the Start Workflow page.

Description

A description of the workflow configuration.

Sharing Method

Specifies how the workflow configuration and complete workflow is accessible in child workspaces.

Manual: The workflow configuration can be shared with child workspaces individually, using the Assign control in child workspaces. This is the default setting.

Automatic: The workflow configuration and complete workflow is accessible in all child workspaces.

Context Type

Determines the kinds of objects that the workflow configuration can run against.

Project: The workflow configuration can only run against projects or project proposals.

Portfolio: The workflow configuration can only run against portfolio planning periods or scenarios.

Change Order: The workflow configuration can only run against change orders.

Risk: The workflow configuration can only run against risks.

Budget: The workflow configuration can only run against budgets.

Submittal: The workflow configuration can only run against submittals.

Context Object

The specific project, project proposal, portfolio planning period, scenario, risk, or other object that the workflow runs against. You do not need to specify the context object of a workflow that you expect to run against more than one object.

Associate Forms

This setting determines when the workflow is associated with all of the forms it uses. There are two choices:

At Start: The workflow links to the latest version of each form it uses every time the workflow starts. This is the default setting.

At Publish: The workflow will link to each version of each form that it was linked to when the workflow was published

Manager

The user or users who manage the workflow. The workflow manager can be one or more users, one or more groups, or a combination of users and groups. Workflow managers can monitor workflows and complete tasks on behalf of workflow task performers. They can also be assigned workflow tasks.

Set as Workflow Initiator

When this option is selected, the user who initiated the workflow will automatically be assigned to manage it.

Duration

The amount of time a workflow has to be fully completed. If a workflow is not completed within its specified duration, then the system notifies the workflow manager and marks the workflow as overdue on the Monitor Workflow page.