Location Workflow Actions

The following table summarizes the actions that you can take on a location document. The current document state and the permissions in your security role determine which actions are available to you at any given moment.

While in Edit Mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".

The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

From a location document, you can… Preconditions New state

Submit for Activation

Submit a new location for approval and activation

(none)

Pending Activation

Activate

Activate the new location

(none)

Active

Deactivate

Deactivate the current location

(none)

Inactive

Submit for Reactivation

Resubmit a deactivated location for approval and activation

Location must already be in the Inactive state

Pending Activation

Note:

  • Although you can perform workflow actions on a location in the Workspaces work area, keep in mind that your state changes will be overwritten the next time a user in the Organization work areasynchronizes the location document.