Workflow toolbar
In the Enhanced workflow version, you do not have to open in edit view to make changes. You can make changes in the default view and the changes are auto-saved.
The following table describes the toolbar options.
Icon | Description |
---|---|
Add row | Add Row. To add a row after an existing row in the workflow, select the row then click this icon to specify the type of row. You can add:
Unica Plan adds the task and renumbers the subsequent tasks. |
Add stage | To add a new stage after a row or an existing stage. Select an existing row or a stage
and click the button. Unica Plan adds the stage and renumbers the subsequent stages. |
In series / In parallel / No dependency | By default, the system adds rows to the spreadsheet in series, so each task depends on the task that precedes it. To use a different dependency option, click the button and make a selection before you add the next task to the workflow. Select a dependency option.
Each row that you add uses the same dependency option until you change your selection. You can also change dependencies manually. Click the task or stage name and supply a comma-separated list of numbers in parentheses. For more information, see Task dependencies. |
Deleting a component | Select a task or stage name and click to delete the component.Note:
|
Spreadsheet view (enabled) |
This is a toggle button which either activates or deactivates the Spreadsheet view. If you activate the Spreadsheet view, you can view and modify the fields. |
Spreadsheet view (disabled) |
If you deactivate the Spreadsheet view, the view turns to
read-only mode. In this mode you can modify the following details: You can only
modify the timeline view of the project. The timeline view options are as
follows:
If you have the required permissions, you can add or remove dependency in the read-only mode. To add a dependency, drag-and-drop a dependency line from the source task or approval to the destination task or approval. To remove a dependency, select the required dependency line and press the Delete key. Note: If there are multiple dependency lines from the source task or approval, they
will overlap each other and you cannot remove the shorter lines before deleting
the longer line. This is a Known Issue in 12.1.0.2 release.
You can modify the tasks even if the Spreadsheet view is
disabled. Click the task in the Dock Panel column. A dialog
appears. A side panel opens containing the following tabs:
In the side panel, complete the following steps:
An entry for the task with the duration appears in the grid. After you set the dates, using the side panel, you do not have to access the panel to make modifications. You can resize the block, by selecting either the start point or the end point of th block, or move the block and the dates get updated automatically. |
Recalculate dates | Shift+click to select one or more adjacent cells, click Recalculate dates and one of the following options:
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Tools | Offers options that affect the values in specific cells, or that affect a column or the entire spreadsheet. To apply any of the following options, you must first Shift+click to select one or more adjacent cells, click Tools, and one of the following options:
Note: You must apply these options to cells that are adjacent;
that is, Ctrl+click selections are not supported. The other options on the Tools menu function as follows:
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