Add a Workflow Condition and Activate the Workflow

A workflow condition associates a workflow with an activity. In other words, you can add a workflow condition to define the types of activities for which the workflow applies. If you do not add any condition, it implies that the workflow applies to all activities. Oracle Field Service does not associate a workflow with any activity until you activate the workflow.

  1. Click Configuration > Workflow Manager.
    The existing workflows are displayed.
  2. Click the workflow for which you want to add a condition or activate.
  3. Click Actions > Modify.
    The Workflow Details dialog box appears.
  4. Add the workflow condition as a formula in the Conditions field.
    The workflow is applied to all the activities that satisfy the condition. For example, if you add 'activity.aworktype IN ('trouble_call')', the workflow is applied to all activities of type trouble_call.
  5. To activate the workflow, click Active.
    The application applies the workflow to activities and resources only after you activate it.
  6. Click Modify.
    The workflow condition is saved.
  7. Click Save.
    The workflow is saved.