Use this subtask to define detail activity with options information. The detail includes the routing that takes place (to activity inboxes and e-mail) when the activity starts and the routing that takes place when the activity is completed.
An activity with options is an activity with alternative choices for starting or completing the business task. Workflow routes the "activity" to users' inboxes (and e-mail, if available), but lets the user choose which "option" to start or complete. When designing a workflow, you should add options for the activity with options. Add these options to the next level of the Activities field in the Define Workflow Models screen. Enter the detail information for each option in the Option subtask.
The Activity w/Options pushbutton will be active when the selected item in the Activities list box is an activity with options; otherwise, the Activity w/Options pushbutton will be inactive. You must first add activities with options to the Activities field in the Define Workflow Models screen using the New pushbutton.
This non-editable field displays the current workflow name.
Enter up to 50 alphanumeric characters for Activity, which is a required field. You can use any meaningful name to summarize the action performed to complete this activity. The activity name you entered in the New dialog box of the Define Workflow Models screen will be displayed here, but can be changed.
Enter a number of hours that you estimate it will take to complete the activity. For example, enter "1.5" for an expected duration of one hour and 30 minutes. The maximum number of hours you can enter is "9,999.9."
Enter a number of additional hours, if any, that will be allowed for completion of the activity. For example, enter "1.5" to allow an additional one hour and 30 minutes. The maximum number of hours you can enter is "9,999.9."
Use Lookup or enter the workflow role for this activity. When this activity exceeds the total number of hours in both the Expected Duration __ Hrs and Addtl Time Allowed __ Hrs fields, all users linked to this role will be notified. Roles are defined and linked to user IDs in the Define Roles screen.
This no-editable field displays the name of the different kinds of activities used in Workflows. Activity types include "Costpoint Triggers," "Deltek Defined," and "User-Defined."
"Costpoint Triggers" activities are defined by Deltek and are used in the "Costpoint Triggers" Workflows.
"Deltek Defined" activities are predefined and are used in the "Deltek Defined" Workflows.
Any activities set up by users are considered "User-Defined."
Select this checkbox to indicate whether the activity is required. If an activity is required, the activity must be completed before an in-progress workflow case may be considered complete. If an activity is not required, a user can consider an in-progress workflow case completed before completing this activity.
When a workflow case is in progress, activities will be routed to activity inboxes (and e-mail if available) to alert users to complete the activities. If you enter a role, the activity will be routed when the prerequisites for the activity are completed.
Enter up to 15 alphanumeric characters for Role, which is not a required field. When a workflow case is in progress, this activity will be routed to the role you enter here when it is time to complete this activity within the workflow sequence. It will display in the activity inboxes of the users associated with this role. You can use Lookup if you need to review the available roles.
This non-editable field displays the filter associated with the role. If there is a filter, you will be reminded to add the filter to the Case subtask when you choose Save on the toolbar.
If you add the filter to the case labels, the routing of the activity may be limited to a set of users within the role. The activity will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the activity will be routed to the entire role.
Enter a number, 1 through 100, for Priority (1 = highest priority and 100 = lowest priority), which is not a required field. Priority should indicate the importance of this activity in relation to other activities defined for this or other workflows. The priority will be displayed alongside the activity in activity inboxes and should help the user know when to complete the activity.
When a workflow case is in progress, messages may be routed to message inboxes (or e-mail if available) to notify users that an activity has been completed. If you enter roles, messages will be routed to the users within the roles to notify them when this activity is completed.
Enter up to 15 alphanumeric characters for Role, which is a required field. When a workflow case is in progress, this activity will be routed to the role you enter here when this activity is completed. It will display in the message inboxes of the users associated with this role. You can use Lookup if you need to review the available roles.
This non-editable field displays the filter associated with the role. If there is a filter, you will be reminded to add the filter to the Case subtask when you save this screen.
If you add the filter to the case labels, the routing of the message may be limited to a set of users within the role. The message will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the message will be routed to the entire role.
Enter a number, 1 through 100, for Priority (1 = highest priority and 100 = lowest priority), which is not a required field. Priority should indicate the importance of this message in relation to other activities defined for this or other workflows. The priority will be displayed alongside the message in message inboxes. The priority lets the reader know which messages to read first.