Configure a Workflow Step

A workflow step refers to the page shown at a particular stage in the workflow. This page can be a custom form, a plug-in, or a standard inventory action page. Each step includes conditions that determine when the step is started or completed.

To add a workflow step:

1. Go to Configuration > Workflow Manager to view existing workflows.
2. Click the workflow where you want to add a step.
3. In the right pane, click Add step (+).
4. Complete the fields in the Add step dialog box:

   Field	Action
   Open	Select one of the following: Forms: Select the custom form that you want to display at this step. To display a form dynamically, select Form label is taken from property and select the form property that was created for this purpose in the Property containing form label field. Plugins: Select the plug-in that you want to display at this step. Standard action screens: Select the standard inventory page that you want to display at this step. The options in the Show completed when section change based on the option you select here.
   Position in workflow	Select the position of the step within the workflow. If you're adding the first step, ‘First’ is automatically populated. You can change the order of the steps on the Workflows 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 condition that controls the step’s visibility. 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. Click the plus (+) icon and select one of these options: Fields and Properties: Click the plus icon. Select the field name and then select the condition it must satisfy. This is similar to adding the visibility conditions for user types. For example, the “Customer Sign-off” step is visible only when the activity is assigned. Field: Activity Status Condition: in (equal) Value: Pending or En route Result: The step appears after the activity is assigned and before completion. Workflow Step: Click the plus icon. Select the custom form that you've selected for the current or an earlier step. Add the condition. This option lets you specify whether you want to display a step when a form selected in an earlier step is completed. For example: Show “Install Device” only after “Pre-Install Checklist” form is submitted. Workflow Step: Form Pre-Install Checklist Condition: in (equal) Submitted Result: The “Install Device” step becomes visible immediately after the checklist form submission. Default: Form <form name> in (equal) submitted. The Submitted option isn't available if you have selected a plug-in in the This step will open field.
   Show completed when	Select the condition that marks the step as completed. The condition can be based on a field or property, or a step in the workflow. The step is marked as completed only when the condition is satisfied. Click the plus icon and select one of these options: Fields and Properties: Click the plus icon. Select the field name and then select the condition it must satisfy. This is similar to adding the visibility conditions for user types. Workflow Step: Click the plus icon. Select the custom form that you've selected for the current or an earlier step. Add the condition. This option lets you specify whether you want to mark a step as completed when the current form is submitted. Default: Form <form name> in (equal) submitted. The Submitted option is not available if you have selected a plug-in in the This step will open field.
   Parameters	Use the Parameters section to pre-populate the fields on the form you're using with this step. This option is similar to the Parameters option when you configure a custom form using the Visual Form Editor.

5. Click Add. The step is added.
6. Click Save to save the workflow.