Lifecycle Workflow Assignment

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Menu Path: Product Lifecycle Management Images\bluerarw.gif Processing Images\bluerarw.gif Lifecycle Workflow Assignment

Purpose

Assign workflow definitions to workflows.

Overview

Use Lifecycle Workflow Assignment to assign product lifecycle management workflow definitions to workflows either manually or automatically based on workflow rules set up in Lifecycle Rule Maintenance. After you assign workflow definitions to workflows, you can assign product lifecycle management teams to the workflows in Lifecycle Team Assignment.

Assigning Workflow Definitions to Workflows

To assign workflow definitions to workflows:

  1. Enter criteria for which you want to assign workflow definitions on the Selection tab. The options available depend on the workflow type and level you specify.

  2. Click the Show Data button in the ribbon. The View tab is selected automatically and displays workflows that meet the criteria you selected in step 1.

  3. If you want to automatically assign workflow definitions based on existing workflow rules, click the Auto Assign button in the ribbon. The workflow definitions are assigned.

  4. If you want to manually assign workflow definitions, enter workflow definitions for each workflow in the Assigned Workflow column. The check box in the Workflow Selected column is automatically selected for each workflow for which you enter a workflow definition. Click the Assign Workflows button in the ribbon. The workflow definitions are assigned.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Lifecycle Workflow Assignment window.

Show Data

Click this button to display workflows on the View tab based on criteria selected on the Selection tab.

Assign Workflows

Click this button to assign workflow definitions to each workflow for which the check box is selected in the Workflow Selected column in the Workflows grid.

Auto Assign

Click this button to automatically assign workflow definitions to workflows based on workflow rules set up in Lifecycle Rule Maintenance. Workflows that are already assigned workflow definitions are not automatically assigned workflow definitions.

Selection Tab Fields and Buttons

Field or Button

Description

Assignment Status

Select whether to display workflows for which a workflow definition is assigned, not assigned, or both.

All (Workflow Types)

Select this check box to display workflows for all workflow types. This check box is selected by default.

Workflow Type

Enter a workflow type for which to display workflows, or click the Lookup button to select a workflow type. This field is only enabled if you clear the All (Workflow Types) check box.

List (Workflow Types)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select workflow types for which to display workflows. After you select workflow types, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Types) check box.

All (Workflow Levels)

Select this check box to display workflows for all workflow levels. This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box.

Workflow Level

Enter a workflow level for which to display workflows, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box.

List (Workflow Level)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select workflow levels for which to display workflows. After you select workflow levels, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Levels) check box.

All (Reference Numbers)

Select this check box to display workflows for all reference numbers (product lines, product codes, etc.). This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box.

Reference Number

Enter a reference number (product line, product code, etc.) for which to display workflows, or click the Lookup button to select a reference number. This field is only enabled if you clear the All (Reference Numbers) check box.

List (Reference Numbers)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select reference numbers for which to display workflows. After you select reference numbers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Reference Numbers) check box.

All (Dates)

Select this check box to display workflows for all dates. This check box is selected by default.

Start Date

Enter the first date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only enabled if you clear the All (Dates) check box.

End Date

Enter the last date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only enabled if you clear the All (Dates) check box.

All (Harmonization Codes)

Select this check box to display workflows for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels.

Harmonization Code

Enter a harmonization code for which to display workflows, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All (Harmonization Codes) check box.

List (Harmonization Codes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select harmonization codes for which to display workflows. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Harmonization Codes) check box.

All (Product Categories)

Select this check box to display workflows for all product categories. This check box is selected by default, and only available for applicable workflow levels.

Category

Enter a product category for which to display workflows, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Product Categories) check box.

List (Product Categories)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product categories for which to display workflows. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Categories) check box.

All (Product Subcategories)

Select this check box to display workflows for all product subcategories. This check box is selected by default, and only available for applicable workflow levels.

Subcategory

Enter a product subcategory for which to display workflows, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Product Subcategories) check box.

List (Product Subcategories)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product subcategories for which to display workflows. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Subcategories) check box.

All (Products)

Select this check box to display workflows for all products. This check box is selected by default, and only available for applicable workflow levels.

Product Code

Enter a product code for which to display workflows, or click the Lookup button to select a product code. This field is only enabled if you clear the All (Products) check box.

Product Name

Enter a product name for which to display workflows, or click the Lookup button to select a product name. This field is only enabled if you clear the All (Products) check box.

List (Products)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select products for which to display workflows. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All (Products) check box.

All (Product Lines)

Select this check box to display workflows for all product lines. This check box is selected by default, and only available for applicable workflow levels.

Product Line Code

Enter a product line code for which to display workflows, or click the Lookup button to select a product line code. This field is only enabled if you clear the All (Product Lines) check box.

Product Line Name

Enter a product line name for which to display workflows, or click the Lookup button to select a product line name. This field is only enabled if you clear the All (Product Lines) check box.

List (Product Lines)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product lines for which to display workflows. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Lines) check box.

All (Product Styles)

Select this check box to display workflows for all product styles. This check box is selected by default, and only available for applicable workflow levels.

Product Style

Enter a product style for which to display workflows, or click the Lookup button to select a product style. This field is only enabled if you clear the All (Product Styles) check box.

List (Product Styles)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product styles for which to display workflows. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Styles) check box.

All (Colors)

Select this check box to display workflows for all product colors. This check box is selected by default, and only available for applicable workflow levels.

Color Code

Enter a color code for which to display workflows, or click the Lookup button to select a color code. This field is only enabled if you clear the All (Colors) check box.

Color Name

Enter a color name for which to display workflows, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box.

List (Colors)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product colors for which to display workflows. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All (Colors) check box.

All (Sizes)

Select this check box to display workflows for all product sizes. This check box is selected by default, and only available for applicable workflow levels.

Size Code

Enter a size code for which to display workflows, or click the Lookup button to select a size code. This field is only enabled if you clear the All (Sizes) check box.

Size Name

Enter a size name for which to display workflows, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box.

List (Sizes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select product sizes for which to display workflows. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Sizes) check box.

All (Price Classes)

Select this check box to display workflows for all price classes. This check box is selected by default, and only available for applicable workflow levels.

Price Class

Enter a price class for which to display workflows, or click the Lookup button to select a price class. This field is only enabled if you clear the All (Price Classes) check box.

List (Price Classes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select price classes for which to display workflows. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Price Classes) check box.

All (Family Price Codes)

Select this check box to display workflows for all family price codes. This check box is selected by default, and only available for applicable workflow levels.

Family Price Code

Enter a family price code for which to display workflows, or click the Lookup button to select a family price code. This field is only enabled if you clear the All (Family Price Codes) check box.

List (Family Price Codes)

Click this button to display Lifecycle Rule Value List Selection, which allows you to select family price codes for which to display workflows. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Family Price Codes) check box.

View Tab Fields and Buttons

Field or Button

Description

Workflows

This grid displays workflows that meet the criteria on the Selection tab after you click the Show Data button in the ribbon. You can enter a workflow definition in the Assigned Workflow column for each workflow. You can double-click an open workflow to display Lifecycle Workflow Team Assignment, which allows you to assign product lifecycle management teams to tasks.

This grid includes the following columns:

  • Workflow Selected - The check box in this column is selected for each workflow for which a workflow definition is entered in the Assigned Workflow column.

  • Status - This column displays the assignment status for each workflow.

  • Workflow Type - This column displays the workflow type for each workflow.

  • Workflow Level - This column displays the workflow level for each workflow.

  • Reference Number - This column displays the associated reference number for each workflow. The meaning of this number depends on the workflow type. For a Product type workflow, this is the product code. For a Product Line type workflow, this is the product line ID.

  • Workflow ID - This column displays the workflow ID assigned for each workflow. This column is blank until a workflow definition is assigned to a workflow.

  • Assigned Workflow - Enter a workflow definition to assign to each workflow, or double-click this column for a workflow to select a workflow definition.