- Created by manikandan.subbiah, last modified by Shilpa K on Apr 22, 2024
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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 define the approval cycle of a Change Record.
Working with the Graphical Workflow:
Figure: WORKFLOW
Section 1
This section displays the Change Type Workflows created for the selected Tenant, and the available activities, in the Workflows and Activity tab, respectively.
On the Workflows tab, you can select the Change Type and design a workflow for the Change Type.
On the Activity tab, you can view the various components of the Change Record 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 of the Change Record. |
Task | Select this component to configure the Task to be performed when the CR is in the configured status.. |
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 consisting of the Workflows and Activity tab. | |
Click this icon to clear the flow. | |
Click this icon to set the parameters for displaying the Workflow. See Screen Shot.
| |
Show grid | Select the check box to view the grid lines while creating the workflow. |
Click this icon to view the Workflow properties. |
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 create 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.
The following table describes the fields in the PROPERTIES pop-up page of the Approval block.
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Task | Double-click on the Task 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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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.
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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, specify the required fields on the FILTERS pop-up page and click SUBMIT. The Change Types are displayed for the selected criteria.
- Select the Change Type for which you want to design the Workflow.
- Drag the required components from the Activity tab to the working space.
- Set the properties of the component blocks.
- Connect the components as required.
- Click SUBMIT to save the Workflow.
Note:
The Workflow cannot be created/modified if the Service Catalog is in Published state.
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