Advanced Workflow - User Essentials

Data Form – Buttons: Edit Mode, Not in Workflow

Buttons: Edit Mode (not in Workflow):

When the EC Data Form is in the Edit mode and the EC Data Form is Not in workflow, there are usually six action Buttons in its lower portion: • Selecting its [ Submit To Workflow ] Button enters the EC Data Form into its allocated workflow process so decision makers can approve/reject it accordingly. • Selecting its [ Add Working Set ] Button adds the records listed in the current [Working Set] grid from MechWorks PDM to be assigned documents to the EC Data Form. • Selecting its [ Terminate ] Button saves the EC record as is and places its status at the end of its life cycle and it is closed. The EC Data Form is only available in the View mode from this point forward. • Selecting its [ OK ] Button results in the EC record being updated (changes made to its fields are written to the database), and the EC Data Form will be automatically closed. • Selecting its [ Cancel ] Button will cancel any changes to the fields within the EC Data Form since the last time that its [Apply] Button was selected and closes the EC Data Form entirely. • Selecting its [ Apply ] Button results in the EC record being updated (changes made to its fields are written to the database), leaving the EC Data Form displayed.

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