Configure_CM_Workflow_Designer

A workflow design should have a starting point which can be referred to as an initiation. Upon initiation, Workflow goes through the process of Approvals and Notifications. This has been introduced in Global Tenancy which allows the globally configured Workflow to be used on the Local Tenant.

A Workflow can be configured at Global and Local Tenancy as well.

• Configure Change Workflow with Global Tenancy

• Configure Global Change Workflow on Local tenant
  
  

Configure Change Workflow with Global Tenancy

Workflow Designer for Change Management module provides a step-by-step procedure represented by a flow diagram that can be designed based on the requirement. Certain activities can be performed such as: configuring Approver, setting Conditions, and sending Notifications.

To configure CM Workflow Designer with Global Tenancy, perform the following steps:

1. Navigate to Admin > Infrastructure > Workflow.
   This will help you to navigate to the Workflow page on which Workflow can be created.

   

   Figure: Workflow Navigation
   
   

2. Select GLOBAL TENANT from the Tenant dropdown list.
   This will help you to create and configure Workflow for a Global Tenant in Change module.
   
   
   Figure: Workflow Filters
   
   

3. Select Workflows.
   To create a new Workflow, click add icon . This will help you create a new workflow for a Change.
   
   

   

   Figure: Workflows
   
   

4. Enter the required details, choose GLOBAL TENANT from the Tenant dropdown list., and click SAVE.
   This will help you to design a Workflow for Change in Global Tenancy. Workflow created on Global Tenant is applicable for ALL the Customers, this field cannot be edited on the Properties pop-up.
   
   

   

   Figure: Workflow Properties
   
   

5. Select Activity.
   Using this you can design the workflow by adding Approval, Task, Condition and Notification.
   
   

   

   Figure: Workflow Activity
   
   

6. Drag and Drop Approval component, enter the required details and click SAVE.
   This option allows you configure Approval Properties for a Workflow. All the configured users on the Approver dropdown list should be part of the Global Domain.
   
   

   
   Figure: Workflow Approval Properties
   
   

   Note:

   Upon selecting the Dynamic Approval, table values should be selected from the table dependent dropdown lists.
   

   Field	Description
   Field Name*	Describes the Field name from the Table.
   Table Name*	Describes the Table Name.
   Approver Column*	Describes the Approver Column from the Table.
   Approval Type*	Describes the Approval Type, dependent on the Table.
   Default Approver*	Describes the Default Approver, dependent on the Table.

7. Drag and Drop Task component enter the required details and click SAVE.
   This option allows you configure Task properties for a Workflow with Globally configured Status fields.
   
   

   
   Figure: Workflow Task Properties
   
   

8. Drag and Drop Condition component, enter the required details and click SAVE.
   This option allows you configure Condition properties for a Workflow on the Global Tenant.
   
   

   
   Figure: Workflow Condition Properties

   
   

9. Drag and Drop Notification component, enter the required details and click SAVE.
   This option allows you configure Notification properties for a Workflow and the users displayed on the Additional Recipient search list should be configured as Global Users.
   
   
   Figure: Workflow Notification Properties
   
   

10. Click “i“  icon on the top panel.
    This will allow you to edit the properties of a Workflow.

    
    Figure: Workflow Design
    
    

11. Clear checkbox for Active field to deactivate the Global Configuration in Global Tenant
    Upon clearing the checkbox, Workflow will be inactive in the Global Tenant level.
    
    

    

    Figure: Workflow Properties

Configure Global Change Workflow on Local Tenant

Configuring Global Workflow on Local Tenant allows you design the Local Workflow with Global values.

To configure Global CM Workflow on Local Tenant, perform the following steps:

1. Navigate to Admin > Infrastructure > Workflow.
   
   

2. Enter the required details on the FILTERS, select Local Tenant from the Tenant dropdown list and click SUBMIT.
   This will help you to create and configure Workflow on a Local Tenant with global values in Change module.

   
   
   Figure: Workflow Filters
   
   

3. Select Workflows.
   This option helps you to view all the Global and Local Workflows.
   
   

   

   Figure: Workflows
   
   

4. Select globally configured workflow.
   All the properties of Global Workflow will be in disabled state on the Local Tenant, and not editable.

   

   Figure: Global Workflow Properties
   
   

5. Select De-link on the global workflow in Local Tenant.
   This option helps you to edit the global workflow in the local tenant.

   

   Figure: Global Workflow Design
   
   

6. Click SUBMIT to De-link.
   Upon de-linking, Global Configuration will be converted to a Local configuration.

   

   Figure: Global Workflow Design
   
   

7. Right click on Approval and edit the properties of the De-Linked Global Workflow on Local Tenant.
   This option enables you to configure the global values on Local Tenant approver.

   

   Figure: De-linked Workflow Approval Properties
   
   

8. Click SAVE.
   
   

9. Click Submit.
   Changes are reflected on the Workflow.

   

   Figure: Workflow Design
   
   

10. Upon successfully de-linking the Global Workflow, it will be displayed along with the de-link icon on the local tenant list page.

    

    Figure: De-linked Modified Workflow