User Guide: Setup > Task Setup > Workflow Overview > Workflow Setup
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Workflow Setup

Workflows can be set up in Setup > Task Setup > Workflow.

The setup of a workflow consists of three separate components:

Workflow Actions

Workflow Action Codes are related to each task that can be done on a workflow.

To add an action code for workflow select the Actions tab and click Add Add.

Give a name to the Workflow Action and enter a Description. If the name of the action is sufficiently descriptive, the description can be simply a repeat of the name, but a more specific description may be entered.

Click OK to save any action codes that you have entered.

Workflow Results

Workflow Result Codes are related to each of the possible outcomes of any particular action.

To add a results code for workflow select the Results tab and click Add Add.

Give a name to the Workflow Result, and enter a Description. If the name of the result is sufficiently descriptive, the description can be simply a repeat of the name, but a more specific description may be entered.

Click OK to save any result codes that you have entered.

The Workflow

The Workflow specifies the order of the actions, which results are possible for each action, what subsequent action should arise because of the result, and to whom the ticket should be assigned at each point along the way.

To configure a workflow select the Workflow tab.

The upper section contains the list of available Workflows. The lower section contains the setup of the workflow that is currently selected in the upper section.

To add a new workflow, click Add Add in the upper section.


Name This is the unique name assigned to the workflow.
First Action This is the action code that will always be initially activated whenever a task with this workflow is initiated.
Initial Owner

Determines the starting ownership of the workflow based on one of the following four methods:

Current User Logged In The user who is adding the task will always be the initial owner of the task.
User This allows you to select from the list of available users who are configured through Security with NLS login accounts.
Group This allows you to select one of the groups that are defined in your NLS security. The task will be jointly owned by all users who are members of that group, and any one of them will see the task in his or her queue.
Decide thru Scripting

A VB script or C script is used to determine the owner. The default user and group settings are used in the event that the script does not return a valid user or group.

After the decision making code, the script must call the function: InitialWorkFlowOwner (int owner, bool is_group) where the parameters passed to the function are owner = the user or group id of the owner, and is_group if true is a group, otherwise is a single user.

Options
Show Time on Creation Date If selected, the time of day for the creation of the workflow will be included in the date stamp.
Show Time on Result Date If selected, the time of day for each result code will be included in the date stamp for that result.
Description This is an optional internal text field, used to describe what the workflow is for and how it is intended to be used.


Updated: 2020.07.02


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