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SummitAI Service Management Help
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What is an SR Approval Workflow?
A workflow is a pictorial representation of the steps involved in a process. It gives a better understanding of the process and thus, helps the administrator to identify the steps easily and configure them as per the requirement. Using the Graphical Workflow Design, you can create a workflow to configure the SR Approval process for a Service Catalog.
Working with the Graphical Workflow
Figure: WORKFLOW
Section 1
This section displays the Catalogs for the selected Tenant, and the available activities, in the Workflows and Activity tab, respectively.
On the Workflows tab, you can select the catalog and design a approval workflow of the Service Catalog.
On the Activity tab, you can view the various components of the Service Request Approval Cycle. You can drag the required components in the working space and connect the components to define the Approval Cycle accordingly.
The following table explains the components available in the Activity tab.
Field | Description |
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Approval | Select this component to configure the Approval Levels of the Service Request. |
Notification | Select this component to configure when the users are notified in the Approval Cycle. |
Condition | Select this component to configure conditions for an Approval. |
Section 2
The following table explains the options available in the tool bar:
Field | Description |
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Click this button to expand or collapse the left panel consisting of the Catalogs and Activity tab. | |
Click this icon to clear the flow. | |
Click this icon to set the parameters for displaying the Workflow. | |
Show grid | Select the check box to view the grid lines while creating the workflow. |
Section 3
The Start and the End points of a flow are displayed in the working space by default. You can drag the components of the workflow in the working space and connect each component to define the workflow.
To view the properties of the component or delete it, right-click on the component block and click the required option.
The following table explains the properties of each component:
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Approval | Double-click on the Approval block or Right-click and click Properties. You can set the properties of the Approval block on the PROPERTIES pop-up page. You can also select multiple Approvers under a Approval block. The selected Approvers can approve the Service Request independently. The Approvers are displayed on the left of the PROPERTIES pop-up page. Click the Add icon to add new Approver.
Figure: PROPERTIES pop-up page The following table describes the fields in the PROPERTIES pop-up page of the Approval block.
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Notification | Double-click on the Notification block or Right-click and click Properties. See Screen Shot.
Figure: PROPERTIES pop-up page The following table describes the fields in the PROPERTIES pop-up page of Notification block.
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Condition | Double-click on the Condition block or Right-click and click Properties. Figure: PROPERTIES pop-up page The following table describes the fields on the PROPERTIES pop-up page of the Condition block.
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Select any component and press the DELETE key or Right-click on the component and click Delete to delete the component from the Workflow. |
Creating Workflows
To create an Approval Workflow:
- Click Admin > Basic > Infrastructure > Workflow.
- On the WORKFLOW page, select the Tenant and click SAVE. The catalogs are displayed for the selected catalog.
- Select the catalog for which you want to design the Workflow.
- Drag and drop the required components from the Activity tab to the working space.
- Set the properties of the component blocks.
- Connect the properties as required.
- Click SUBMIT to save the Workflow.
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The Workflow cannot be created/modified if the Service Catalog is in Published state. |
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