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Table of Contents

Workflow Definitions lists the available workflows in the context of either a customer or business partner depending on your current user access rights and from which menu the workflow definitions were selected. For example if logged in as a business partner engineer and you select Service Desk > Workflow > Definitions, you will be editing your business partner workflows. If however, you click on one of your customers and select Service Desk > Workflow > Definitions, you will be editing a customer specific workflow. The window label describes the context for list of workflows being displayed as either Customer or Business Partner.

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Figure 9 - Workflows for business partner

Table of Contents


OpenImage RemovedWorkflow Definition List Functions

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Lists may be grouped by dragging and dropping a column header to the window header where this option is indicated as shown below. Multiple columns may be added to the grouping list. Column search functionality is supported even when list items are grouped. To remove a group click the 'X' in the group to be removed or to clear all grouping click the Clear Grouping button at the bottom of the page.

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The list may be filtered by entering text into the text boxes below the column headers. The list will be filtered automatically as you type. To clear all filters and display the complete list, click the Clear Filters button at the bottom of the page.

Sorting a list is achieved by clicking a column header. Repeated clicking will cycle through, sort ascending, sort descending and no sort. Optionally hovering your mouse over a column header will display a drop down arrow which when clicked will display the sorting and grouping menu options as shown below.

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Create Workflow

The Create Workflow button at the bottom left hand side will open a new Workflow Designer window to enable you to create a new workflow, complete with call out list and associated rule. See the Workflow Designer for more detailed information.

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Where the list has been sorted by clicking on a column header, the sort behavior can be removed by clicking on the Clear Sorting button.

OpenImage RemovedWorkflow Functions

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Select this to modify the workflow name and description as shown in the workflow definition list. Click update to save the changes.nullImage Removed

Clone

To duplicate a workflow within the same customer or business partner environment, select Clone from the right click menu for the workflow to be duplicated. Provide a new workflow name and description in the Clone Workflow window and click the Clone button. The original workflow will be used as a template when creating the cloned workflow.

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