Configure workflows

You create and maintain workflows that provide repeatable business processes to be called by rules.

A workflow is a graphically designed set of activities that allows you to create a more complex set of operations than Ordered Activities.

The Workflow tab allows you to manage workflows, and provides the following information:
  • Name. Click on the name of a workflow to view its details or edit it.
  • Description. If provided, it is text that describes the workflow.
  • Object Type. Workflows can be assigned to a type of object, such as incident, note, milestone, task, attachment, artifact or data table.
  • remove icon. Deletes the workflow. If a workflow is referenced in a rule or another workflow, you must remove the reference before you can delete it.