STEP Workflow Tab

STEP Workflow is STEP's native functionality for structuring and to some extent automating processes around objects in STEP. Typical examples are Product onboarding processes and change / governance processes.

The concept of STEP Workflows differs from the general concept of a workflow, in that STEP Workflows are data-centric, meaning that each instance of a given Workflow always will be tied to an object in STEP. As illustrated below, technically, a Workflow Instance is a relation between a STEP object and a Workflow definition that also exists as an object in STEP.

The STEP Workflow tab has these sub tabs: Tasks and Profile.

Tasks

The Tasks sub tab is the primary interface for working with workflows in STEP Workbench.

  1. Each workflow has a flipper that can be opened to display details about the workflow.

  1. Administrators can configure which states are displayed for each workflow. The number of tasks for the state are displayed.

  1. The Refresh button updates the data displayed for number of tasks in the workflow.

  1. Clicking the Show All Items button displays all tasks in all displayed states, regardless of the assignee. Only users with the STEP Workflow Administrator privilege have access to this button.

  1. Clicking the Show All Items assigned to me or any group I am a member of button displays tasks directly assigned to the user or any group that the user is a member of.

  1. Clicking the Show All Items assigned to me button displays only tasks that are directly assigned to the user.

  1. Click the ellipsis button () to allow users to filter the list of displayed tasks based on a Collection. For example, if a user wanted only to observe objects in the workflow where the Color Attribute = Blue, they can first perform an Attribute search on the Search tab, then save the result as a collection, and use that collection to filter the objects to display only those where Color is Blue.

Profile

  1. Click a Profile link to view details of the configuration.
  2. The Edit Configuration button allows you to modify the data being profiled.
  3. The Update on-demand data button runs the profile and updates the data displayed.
  4. The Copy to Clipboard button saves the data displayed to your computer's clipboard
  5. Once saved to the Clipboard, this data can be pasted into Excel for further analysis.

For information on how to configure workflows, refer to the Creating a Workflow topic here.