Creating a manual workflow

Manual active workflows can be executed from the Run Workflow area within a case. Any configured manual workflow is available for selection. A user’s ability to run a manual workflow is dependent upon having been granted Edit rights within a case.

  1. On the left sidebar, open the Administration section.
  2. Select Workflow.
  3. Click on the Plus button in the lower right corner of the screen.
  4. Select Manual.
  5. In the New workflow pop-up window that opens, specify the name and a brief description.
  6. Click on the Create button.

    manual_workflow_1.gif

  7. Click the plus in the middle of the page to start building a workflow chain.
  8. In the panel on the right, enter the required parameters.
  9. You can create an unlimited number of workflow response results. All of them will be triggered one after another, depending on the specified parameters.
  10. Select the response time of the workflow — with a delay or date.
  11. In the Delay field, enter the number of days.
  12. From the drop-down list Latency options select the option: Delay by calendar days or Delay by working days.
  13. Click on the Save button.

    manual_workflow_2.gif

  14. To save the workflow, click on the Save button in the lower right corner of the page.