When you have completed the four-step process for creating a workflow channel, you are returned to the Channel. Channel is the top-level item that can have multiple workflow items, all potentially triggered from unique conditions. In our example, a Risk case in the Southeast region could generate a different workflow than the same case in the Northwest region and so on. All these top-level Workflow items are attached to the Workflow Channel.
Workflow Channels can contain many workflow items, and each item can have dependent workflow items. You can add, edit, and remove workflow items from the channel using this interface.
From the Workflow Channels list, you can edit a workflow channel and complete one of the following actions in the Workflow Items in this Channel section:
- Open: Select an existing workflow item and click
(Jump) to begin editing an existing workflow.
-
Delete: Select an existing workflow item and click
(Delete) to delete the selected Workflow Item and any dependent items.
- Add: Click
(Add) to add a new Workflow Item for this channel.
To configure a new workflow item:
- From an open workflow channel, select
. - Select Real Time or Scheduled.
The Add Workflow form opens. The following topics follow the Real Time workflow. For information about scheduled workflows, see Configuring Scheduled Workflows.
You are presented with a four-step process wizard: Triggering, Content, Notifications, and Conditions.
To publish or unpublish an existing workflow item:
-
From an open workflow channel, click the workflow item you want to publish or unpublish "Workflow Items in the Channel" section and select
(Jump). -
Click the Step 4: Conditions tab.
-
Place a check mark in the Publish checkbox to publish the workflow item or remove the check mark from the Publish checkbox to unpublish a workflow item.
-
Click Save.
-
Return to the main workflow channel page.
Published workflow items display as normal text. Unpublished workflow items display in italics and bold.
Workflow Items Dashboard
A global admin user can click the Workflow Items button on the Workflow Channels dashboard to access the Workflow Items dashboard. A global admin user can use the Workflow Items dashboard to find and then edit workflow items without drilling into each individual workflow channel. The Workflow Items dashboard provides an efficient mechanism for workflow item maintenance. For example, a global admin user can use the More search option to find all workflow items for a specific pipeline and apply edits to those workflow items. For more information, see workflow items or Searching Workflow Items.
The following graphic illustrates the Workflow Items dashboard.
