The 'Create' button is a button located within the toolbar of a Tasks perspective that allows a user to create a new object and initiate that object into the initial state of a workflow. For more information on how to use the 'Create' button, review the Creating and Initiating a New Object within the Tasks Perspective topic. Before the 'Create' button can be utilized, a series of configurations need to be completed.
Prerequisites
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The object type being used for the new object(s) must be created within STEP Workbench with an autogenerated ID. For more information on how to create an object type, refer to the Creating an Object Type topic in the System Setup documentation.
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A workflow is required for initiating the newly added object. For additional information on creating a workflow, refer to the Creating a Workflow topic in the System Setup documentation.
It is important that the workflow:
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Is not configured with business rules that require data on incoming objects before being accepted by the workflow.
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Uses an Initial state that is not part of a cluster or parallel initial state.
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In Instrument, an 'Add object creation configuration' action must be configured in the Configuration Tool for the intended object type of the new object(s). This configuration will define a workflow and a default parent node. Refer to the Configuration Tool Actions topic for additional information.
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Users utilizing the 'Create' button must belong to a User Group that has 'Create product', 'Create entity', or 'Create classification' permissions defined for object types in the STEP Workbench. Refer to the Adding Setup Privileges for a Group topic in the System Setup documentation.