Manual Workflow Settings

Set up a manual workflow in the Settings tab:

• change the main parameters: title, description, and status;
• set the conditions the workflow is available.

To change general settings:

1. Open a manual workflow.
2. Select the Settings tab.
3. Edit the field values in the General section.
4. Click the Save button.

Changes are saved.

 

To add an availability condition:

1. Open a manual workflow.
2. Select the Settings tab.
3. Select the Add Filter field in the Availability Conditions section. A list of objects to set a condition appears:
   - If case parameters determine access to the workflow, select Project - Case - Common info or Date blocks - a field name.
   - If user rights determine access to the workflow, select Administration - Groups, Users or Roles - name or user name.
4. Select filtration type in the Filter by field:
   - Specified Value ​​(default) - the workflow will be available only with the selected values;
   - Empty - the workflow will be available if the field is empty.
   - Not Empty - the workflow will be available if the field is filled with any value.
5. If you select filtering by selected values, select them in the Values ​​field.
6. Click the Save button.

The condition is added. You can add several conditions - the workflow will be available when all are met.

 

To remove a condition:

1. Hover over it.
2. Press the ⋮ button on the right and select Delete.

Note: When a manual workflow is running for several cases, the workflow will work only for cases that meet conditions.