Workflows and How to Configure a Workflow
A workflow helps resources visualize the flow of steps while performing an activity. It guides resources through their work, and lets them see what steps are completed and what steps remain to be completed. You can use workflows with all type of activities, such as regular activities, mass and repeating activities, segmentable activities, and teamwork. You can create workflows through the Workflow Manager page. You can set the workflow for an activity through the user interface or through APIs. For more information about setting workflows for activities through APIs, see the REST API for Oracle Field Service guide.
To enable the feature, you must configure Workflow Manager as Read/Write on the Configuration context layout for the required User Types. The Workflow Manager page is added automatically to all User Types that can access the Forms & Plugins page.
- Add a workflow.
- Add the steps to the workflow.
- Add the workflow conditions and activate the workflow.
You do not need to associate a workflow with an activity manually. After you configure a workflow either through the Workflow Manager page or through the APIs and activate it, Oracle Field Service attaches it to the relevant activities dynamically.