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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

How To: Create a New Workflow

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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.


How To: Create a New Workflow

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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.


How To: Edit a Workflow

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Copy Workflow

Selecting the "Copy Workflow" option opens the Copy Workflow Modal where a new title can be given to the copied workflow.


How To: Copy a Workflow

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Delete Workflow

Selecting the "Delete Workflow" option opens the Delete Workflow Confirmation Modal which requires confirmation before the workflow will be deleted.


How To: Delete a Workflow

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There are three default workflows (basic, basic with approval, and complex with approval) that cannot be edited.