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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 department, 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.
Component | Description |
---|---|
Approval | Select this component to configure the Approval Levels for 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.
Options | Description |
---|---|
Click this button to expand or collapse the left panel that consists 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.
Component | Properties | ||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
The following table describes the fields in the PROPERTIES pop-up page of the Approval block.
| ||||||||||||||||||||||||||||||||||||||||
Notification | Double-click on the Notification block or Right-click and click Properties.
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.
The following table describes the fields on the PROPERTIES pop-up page of the Condition block.
|
Note:
Select any component and press the DELETE key or Right-click on the component and click Delete to delete the component from the Workflow.
To create a 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.
To create Custom Table Approver or Dynamic Approver Workflow:
- Click Admin > Basic > Infrastructure >Workflow. The FILTERS pop-up is displayed.
Figure: FILTERS pop-up - On the FILTERS pop-up, select Module as Service Catalog Management and select the required Tenant from the drop-down list.
- Click SUBMIT. The WORKFLOW page is displayed.
- Under the Catalogs tab, select a Catalog.
- Drag and drop the Approval component from the Activity tab to the working space.
Figure: WORKFLOW page: Activity tab - Double-click on the Approval block or right-click and click Properties. The PROPERTIES pop-up is displayed. For more information about the fields on the PROPERTIES pop-up, see Field Description.
Figure: PROPERTIES pop-up - Connect each component to define the Workflow.
- Fill in all the mandatory fields and click SAVE to save the modifications without closing the pop-up window.
- Click SAVE AND CLOSE to save the modifications and close the pop-up window.
- Click SUBMIT to save the Workflow.
Filed | Description |
---|---|
Title | Specify the title for the Approver. Note: The same name is displayed as the Group name if only one Approver is added to the Group. |
Approver | Select the Approver as Custom Table Approver. |
Field Name | Select the required autofill control field name from the drop-down list |
Approver Column | Select the required custom table approver column/field from the drop-down list |
Auto Approval | Select the check box to configure the Auto Approval or Rejection of the Service Request created using the catalog.
|
E-mail Notifications for End User | If selected, the End Users can send Notifications to the Approvers for the SRs. |
Refer Back to Requestor | If selected, the Approver has the option to refer back the Service Request to the Requestor. |
Refer Back to Previous Approvers | If selected, the Approver has the option to refer back the Service Request to the previous Approver. |
Custom Group | Select the required option in the drop-down list. The custom groups configured in the FORM BUILDER while creating the Service Catalog is displayed in the drop-down list. If the group is selected, the Approver must fill the fields configured in the group while approving the Service request. |
Note:
The Workflow cannot be created/modified if the Service Catalog is in Published state.
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