Incident Settings – Workflow Configuration
This settings page will let you configure the various workflows to be used within the system. Once given a name and description to the workflow, save and select to add objects to the workflow. You may further define each object’s properties and connect them to other objects by dragging its connectors to the next object in the workflow.
Note: Admins with the 'Workflow Configuration Settings' enabled via Menu > Framework > Incident Settings > User Roles > Permissions > Standard Permissions, will be able to configure workflows within the system.
Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Workflow Configurations will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.
To add a new workflow:
STEP 1: Click the New button.
STEP 2: Enter a Workflow Name and Description and click the Save button. The Workflow configuration sections will load at the bottom of the page.
STEP 3: To add an object to the workflow, select the object from object type list and click Add Object. This will display the respective object in the workflow builder at the bottom of the page.
STEP 4: Once all the objects are added click on an object within the workflow builder and drag the linking line that appears to the object that it should link to.
STEP 5: To remove an object, click on the object and click the Remove Object button.
Note: Decision point-based workflow configurations can be done via the properties option available where all fields configured to be decision points for the object will be listed and the workflow which needs to be followed by the end users can be defined.
To set decision point-based workflow configurations:
STEP 1: Click the Object box which you wish to configure.
STEP 2: Click on the Properties button.
STEP 3: Set the properties in the Workflow Element Details popup window and click the Save button.
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