Enable Workflow Automation

  1. Enter the promotion code:

    Note: This step is applicable for release 25B and 25C. You can skip this step for release 25D and later.
    1. Navigate to My Enterprise > Enterprise.
    2. Click the Manage Promotion Codes link and click Enter Promotion Code.
    3. Enter the promotion code and click Save and Close.

      The application displays "Service Request Workflow Automation Promotion Code" in the list of promotion codes.

  2. Opt-in to use workflow automation:

    Note: This step is applicable for release 25B and 25C. You can skip this step for release 25D and later.
    1. Go to Setup and Maintenance, select the Service offering, and click Change Feature Opt In.
    2. In the row for Productivity Tools, click the edit icon under the Features column.
    3. In the row for Service Request Workflow Automation, select the check box under the Enable column, and click Done.
  3. Enable workflow automation:
    1. Navigate to Service > Service Center Administration.
    2. Click the Productivity card and click the Manage Workflow Preferences card.
    3. Enable the Enable/Disable Workflow option.