Configure Workflow for Material Approval

Before you begin

The action event for which you want to create a workflow is available as a production unit in Plant Applications Administrator.

Procedure

  1. In the Approval Cockpit page, go to Approver Configuration > Web Administrator > Publish Material, then select .
    The Add Workflow Details screen appears.
  2. Provide values as specified in the following table.
    Field Description
    WORKFLOW NAME Enter a unique name for the workflow that does not exceed 100 characters.For example, WF Material Publish.
    SELECT FORM Select a form to use with the workflow. This box contains a list of forms defined for the Approval Cockpit workflows. These forms are production units created under the Approval Cockpit department and line in Plant Applications Administrator. A set of variables associated to the form or unit serve as an approval questionnaire.
  3. Select Add.
    The Create New Workflow page appears with the added workflow details.
  4. Add the first level of approvers in a workflow.
    To create and save a basic workflow, you must add groups under the Approvers 1 section.
  5. Select Save.
    The workflow is saved to the list of workflows on the Approver Configuration tab.