Submit objects to a workflow

You can submit objects to a workflow from several different task pages and their included tabs and panels.

Objects that you can submit to a workflow include:

• Processes and operations.

• Process areas and process containers.

• Product bills of procedures (BOPs).

• Plant BOPs.

• Manufacturing bills of materials (MBOM) and their specific parts and assemblies.

• Enterprise Recipe Management (ERM) general and master recipes.

Note

You must have write permissions for any object that you submit to a workflow.

After you submit an object to a workflow, it is assigned a status. Before you can modify an object or children of an object with a status, you must create a new revision.

Procedure

1. If you have not done so already, search for and open an existing work package and navigate to a work package planning task.

2. In the appropriate tab or panel, select the object to be submitted and in the tab or panel toolbar, click Submit to Workflow .

3. In the Submit to Workflow dialog box, do the following.

   On the Workflow tab, from the
     Template list, select a template appropriate to the workflow task
    and object being submitted.
   
    Note 
     For locations that require you to resolve problems one at a time, such as the
       BOM Recipes tab of the Information panel on
      the BOM Alignment task page, use the MBOM Release
       Workflow template to recursively resolve recipes by assigning required parts
      from the root down.
    
   
   
   
   In the Name text box, accept the
    default object name or type a unique name for the workflow.
   

   (Optional) If the workflow calls for an assignment, click the ASSIGNMENTS group and filter the list of users as follows.

    From the Group list, select a group appropriate to the workflow task and object being submitted.
   
   
    From the Role list, select a user role appropriate to the workflow task and software application being used.
   
   
    On the filter text box, type text characters to further limit the list of users.
   
   
    Select the users you want to assign to the workflow by pressing Ctrl and selecting each.
   
   
   
   
   If the workflow calls for a reference, such as a work package in the case of the
     MBOM Release Workflow template, add a work package reference.
   
   
   If the workflow calls for an assignment, click the Assignments  tab and filter the list of resource pools to be
    assigned to the workflow as follows.
   
    
     
      On the filter text box, type text characters to further limit the list
       of resource pools.
     
     
      Select the resource pools you want to assign to the workflow by
       pressing Ctrl and selecting each.
   

   Click Submit.

   Tip A status is assigned to the object. If you try to modify the object or its children, you are prompted to create a new revision.