Actions Settings Page: Workflows Tab
The Workflows Tab allows a user with admin access level permissions to create and manage the workflows associated with action groups. The Workflows Tab displays the New Workflow button above the Workflow Title Table. WIKI LINK HOW TO CREATE A NEW WORKFLOW
Selecting the three-dot icon to the right of the Workflow Title opens the Workflow Context Menu. An explanation of the context menu explanations is included in the table below.
Workflow Context Menu Option Explanation Table | |
Option | Explanation |
View Workflow | Selecting the "View Workflow" option opens the view Workflow modal which states the title of the workflow. |
View Statuses | Selecting the "View Statuses" option opens the Manage Statuses for WORKFLOW NAME page, both displaying the workflow and allowing for new workflow statuses to be created. WIKI LINK HOW TO CREATE NEW WORKFLOWS |
Edit Workflow | Selecting the "Edit Workflow" option Selecting the "Edit Workflow" option opens the Edit Workflow Modal that allows for the title of the workflow to be edited. |
Copy Workflow | Selecting the "Copy Workflow" option opens the Copy Workflow Modal where a new title can be given to the copied workflow. WIKI LINK HOW TO COPY WORKFLOW |
Delete Workflow | Selecting the "Delete Workflow" option opens the Delete Workflow Confirmation Modal which requires confirmation before the workflow will be deleted. WIKI LINK HOW TO DELETE A WORKFLOW |
There are three default workflows (basic, basic with approval, and complex with approval) that cannot be edited.