Complete the following high-level steps to make a new methodology available
to users or add a new phase to an existing methodology.
- In the
web app, select
Design.
If a sandbox is not available, then create one.
- Add the new workflow data.
- In the sandbox, select
Workflow.
- Under
Data Linking,
select
Link workflow data.
- Link the new workflow data
with the field or list field value that you want to associate it with.
- Review your changes in the
sandbox.
- When you are satisfied with
your changes, select
Publish Changes
to push the changes to the live site.
Example of adding a new phase to the
DMAIC methodology
Add a "Predefine" phase to the
DMAIC methodology, then link the new phase to its
corresponding list field so it is available in workflow forms and dashboard
reports. After you add a new phase to a methodology, it is good practice to
also add the phase to the project template that uses the methodology.
Note
To prevent this example from affecting the live site,
discard any changes before you exit the sandbox.
- Add a
Predefine
phase to the
DMAIC methodology.
- In the sandbox, select
Workflow.
- Under
Methodologies &
Phases,
in the
DMAIC
row, select
.
- Select
Add New Phase.
- In
Phase Name,
enter
Predefine.
- While the new phase is
selected, select the gripper
and drag the new phase
above the
Define
phase.
- Under
Reviewers,
unselect all roles except for
Project Leader.
- Under
Required Fields,
choose
.
- Select
Save.
- Add the
Predefine
phase to the
Current Phase
list.
- In the sandbox, select
Data Fields.
- Under
Single-Value
Categories,
expand
Project Summary.
- Select
Current Phase.
- Under
Values,
select the first row of the table, then select the add button
to add a new row.
- In the new row, enter
DMAIC - Predefine.
- Select
Save.
- Link the new
Predefine
phase to the new
Predefine
data field to synchronize the workflow data with forms and dashboard reports.
- In the sandbox, select
Workflow.
- Under
Data Linking,
select
Link workflow data.
- In the
Link Workflow Data to
Fields
dialog box, expand
Current Phase.
- In the
Field Value
column of the
DMAIC - Predefine
row, select
, then select
DMAIC - Predefine
to link the new phase to the new data field.
- Select
Save.
- Add the
Predefine
phase to the
DMAIC Project
template.
- In the sandbox, select
Templates.
- In the
DMAIC Project
row, select
to open the project
template.
- Right-click
Roadmap
and choose
Insert Phase.
- Enter
Predefine.
- While the new phase is
selected, drag it above the
Define
phase.
- Add the tools required
for the new phase.
- Save the template.