Add Install Required Inventory Workflow Step

You can use the installation of required inventory as a workflow step. The application checks when all the required inventory items are installed and show the corresponding step within a workflow as completed.

  1. Click Configuration > Workflow Manager.
  2. Click the workflow for which you want to add install required inventory as a step.
  3. Click the plus icon (Add new) in the right pane.
  4. Complete the fields on the Add step dialog box with the values given this table:
    Field Action
    This step will open Select Standard action screens.
    Screen Select Inventory [list_inventories].
    Position in workflow Select the position of the step within the workflow. If you are adding the first step, ‘First’ is automatically populated. You can change the order of the steps on the Workflow page as well.
    Name translations Add the name of the step in the languages that you prefer. This name is displayed on the workflow panel.
    Show available when Select the visibility condition for the step. The condition can be based on a field or property, or a step in the workflow. This step is visible for end users only when the condition is satisfied. Always available (no conditions) means that a step is displayed for end users initially.
    Show completed when Required inventory in (equal) installed is displayed by default. If you want the step to be completed when the resource completes the inventory checklist, add the condition Inventory checklist in (equal) completed.
  5. Click Add.
    The step is added.
  6. Click Save.
    The workflow is saved. When a resource marks the inventory checklist as complete, the step is marked as complete.