Custom Idea Workflow Overview

In Primavera Cloud, the Workflows and Forms app enables you to customize the processes to create and edit certain objects using forms, workflow designs, and workflow configurations.

Workflow designs define the steps and tasks that workflows follow to update the objects that they run against.

Workflow configurations are like collections of settings that make workflow designs work. They're also where you tell the system which forms to use during various steps in workflows. A workflow design, plus a workflow configuration, plus any required forms, make up a complete workflow.

Primavera Cloud allows you to use the Workflows and Forms app to create and set custom workflows for the idea submission and approval process. You would want to create a custom idea workflow in order to best represent the practices in your organization. For example, you might want to add additional forms to be completed before idea approval, or simplify the idea workflow process to eliminate the router role and send submitted ideas directly to an idea owner.

Idea details and idea evaluation scores can't be modified by any user while an idea is being progressed through a custom idea workflow.

To view an example of creating a custom idea workflow, see Custom Idea Workflow: Example.