Lifecycle Workflow Management
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Lifecycle Workflow Management

If you edit this topic, review Monitoring Workflow Management.

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

Purpose

Manage product lifecycle management workflows.

Overview

Use Lifecycle Workflow Management to manage product lifecycle management workflows and to optionally perform data entry for workflows.

You can select to view tabs, sections, or tasks. If you want to enter data for date tasks, you can also select to use the Calendar view and select time buckets for the view. You can select to view tabs, sections, or tasks based on status. You can also filter by workflow type, workflow level, product lifecycle management team, and user ID. Additionally, you can filter by criteria specific to a selected workflow type and workflow level.

Managing Product Lifecycle Management Workflows

To manage product lifecycle management workflows:

  1. Select whether to display tabs, sections, or tasks.

  2. If you want to view/enter date data by calendar, select the Calendar radio button.

  3. Select the status of tabs, sections, or tasks to display.

  4. Enter a workflow type for which to display tabs, sections, or tasks in the Workflow Type field.

  5. Enter a workflow level for which to display tabs, sections, or tasks in the Workflow Level field.

  6. Select filter criteria for the tabs, sections, or tasks you want to display.

  7. Click the Display Options tab.

  8. Clear the check box for any columns of data you do not want to display on the View tab.

  9. Click the Show Data button in the ribbon. The View tab displays the tabs, sections, or tasks that meet the criteria you selected in steps 1 to 6.

  10. You can double-click tabs, sections, or tasks to perform data entry in Lifecycle Data Entry. If you are displaying tasks, you can also click the Update button in the ribbon, enter data, and click the OK button in the ribbon to save the data.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Lifecycle Workflow Management window.

Show Data

Click this button to display workflow information on the View tab based on the criteria selected on the Selection tab and the grid columns selected on the Display Options tab.

Update

Click this button to enter task data for workflows on the View tab. This button is only available if you select the Task radio button on the Selection tab.

OK

Click this button to save changes to updated workflow data. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel any changes you have made to workflow data. This button is only available after you click the Update button in the ribbon.

Selection Tab Fields and Buttons

Field or Button

Description

Level

Select a level for displaying workflows.

View Option

Select one of the following view options for displaying workflows:

  • Phase - Use for entering data that is not date-specific.

  • Calendar - Use for entering data for specific time buckets. This option allows you to display tasks with reminder dates in daily, weekly, or monthly time buckets, so you can view the schedule for the tasks. If you select this option, select a Time Bucket option and enter a range of dates in the Start Date and End Date fields.

Duplicate Dates

Select whether to view summary or detail information for duplicate dates. These radio buttons are only available if you select the Calendar radio button.

Status

Select whether to display open, closed, or both open and closed workflows.

Note A workflow is assigned a status of closed when all tasks for the workflow are marked as completed.

Workflow Type

Enter a workflow type for which to display workflows, or click the Lookup button to select a workflow type.

Workflow Level

Enter a workflow level for which to display workflows, or click the Lookup button to select a workflow level.

All (Product Lifecycle Management Teams)

Select this check box to display workflows assigned to all product lifecycle management teams. This check box is selected by default.

Team

Enter a product lifecycle management team to display workflows assigned to the team, or click the Lookup button to select a team. This field is only enabled if you clear the All (Product Lifecycle Management Teams) check box.

All (Assigned Users)

Select this check box to display workflows assigned to all users. This check box is selected by default.

Assigned User

Enter a user ID to display workflows assigned to the user, or click the Lookup button to select a user ID. This field is only enabled if you clear the All (Users) check box.

Alerts Pending Only

Select this check box to only display workflows for pending alerts.

Past Due Only

Select this check box to only displays workflows for past due alerts.

Time Bucket

Select a time bucket for columns in the calendar view. These radio buttons are only available if you select the Calendar radio button.

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 available if you select the Calendar radio button.

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 available if you select the Calendar radio button.

Additional Filters Tab Fields and Buttons

Note The available options on this tab depend on the settings you select on the Selection tab.

Field or Button

Description

All (Harmonization Codes)

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

All (Product Categories)

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

All (Product Subcategories)

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

All (Products)

Select this check box to display tasks 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 tasks, 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 tasks, or click the Lookup button to select a product name. This field is only enabled if you clear the All (Products) check box.

All (Product Lines)

Select this check box to display tasks 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 tasks, 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 tasks, 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.

All (Product Styles)

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

All (Colors)

Select this check box to display tasks 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 tasks, 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 tasks, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box.

All (Sizes)

Select this check box to display tasks 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 tasks, 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 tasks, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box.

All (Price Classes)

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

All (Family Price Codes)

Select this check box to display tasks 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 tasks, 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.

Display Options Tab Fields and Buttons

Note The available options on this tab depend on the settings you select on the Selection tab.

Field or Button

Description

Alerts Pending

Select this check box to include the Alerts Pending column in the Workflows grid on the View tab. This check box is selected by default.

Assigned User

Select this check box to include the Assigned User column in the Workflows grid on the View tab. This check box is selected by default.

Category

Select this check box to include the Category column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Color Code

Select this check box to include the Color Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Color Name

Select this check box to include the Color Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Family Price Code

Select this check box to include the Family Price Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Harmonization Code

Select this check box to include the Harmonization Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Price Class

Select this check box to include the Price Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Product Code

Select this check box to include the Product Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Product Line Code

Select this check box to include the Product Line Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Product Line Name

Select this check box to include the Product Line Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Product Name

Select this check box to include the Product Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Product Style

Select this check box to include the Product Style column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Size Code

Select this check box to include the Size Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Size Name

Select this check box to include the Size Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Status

Select this check box to include the Status column in the Workflows grid on the View tab. This check box is selected by default.

Subcategory

Select this check box to include the Subcategory column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels.

Team

Select this check box to include the Team column in the Workflows grid on the View tab. This check box is selected by default.

View Tab Fields and Buttons

Field or Button

Description

Workflows

This grid displays workflow information after you click the Show Data button in the ribbon based on criteria selected on the Selection and Display Options tabs. Double-click a workflow to display Lifecycle Data Entry, which allows you to enter data for the workflow. You can also click the Update button in the ribbon to allow you to update the task data directly in the grid.

For grid tasks, the column displays a value of Grid. You can double-click the cell for a grid task to display Lifecycle Task Completion, which enables you to enter values for the grid.

If you are using the Calendar view, this grid also displays the task schedule in a calendar using task reminder dates. Reminder dates are assigned when all prior tasks are completed. However, the calendar also displays tasks after extrapolating future dates.

Example Task A is a prior task of Task B. Task B is set up to occur 7 days after task A. Task A has a reminder date of 05/01. The reminder date is calculated as 05/08 for the calendar.

If you are using the Calendar view, you can double-click a specific task in a date column to display Reminder Date Update, which allows you to change the reminder date for the task.