Specify workflow direction

Workflow direction

You can specify whether the Process direction is going forward or backward in the workflow.

There are also states for canceled and on hold, when the process is going neither forwards or backwards.

Sorting of workflow menu items in web application

When a user selects the workflow button in the OSM web application, a drop down list displays a list of available workflow actions to perform.

The value you specify in the Workflow field in OSM Administration affects the appearance of this list and the order of items.

The sorting of the workflow actions are as follows.

1. First, sort on workflow direction.

2. Sort on process name. Within each of the workflow groups, the workflow actions are sorted in ascending order on the process name.

Workflow direction sort order

3. Forward

4. Backward

5. On hold

6. Cancel

7. No value (empty)

Specify a workflow direction

8. On the Tools menu, point to System management and click Entities and workflow.

9. On the Maintenance of entities and workflow window, right-click an entity and click Processes on the context menu.

   

10. On the Processes window, click the drop-down arrow next to Workflow and select a direction.

    • Backward - This process sends the entity backwards in the workflow.

    • Cancel - This process puts the entity in a canceled state.

    • Forward - This process sends the entity forwards in the workflow.

    • Onhold - This process puts the entity in an hold state.