Inserting a Workflow Step

Windchill Risk and Reliability Desktop Help > Overview > Features > Workflow Files (Enterprise Edition Only) > Workflow File How-Tos > Inserting a Workflow Step

You insert a record in the Workflow file for each step in your workflow process.

1. If the Workflow file is not already open, then open it. You open this file in the same way as any other file.

2. For Table type, select the table for which to insert a workflow step.

For example, to insert a workflow step for the FRACAS Incidents table, select it.

3. In the last table row, click <Click here to insert a new record>.

The Add Workflow Step window opens. For more information, see Add Workflow Window.

4. Complete the window and click OK.

5. In the Email pane, configure the message for the step. For more information, see Creating the Email Message to Send for a Workflow Step.

6. In the Email Preview pane, review the message to send when this step is selected for Workflow State.

7. Repeat steps 5 and to 6 as necessary to make any necessary modifications to the message.

You can directly modify the data in the Workflow Steps pane. You can also copy, cut, paste, and delete records in the same manner as in the System file. To reorder records, you can also use the standard Windows drag-and-drop technique.