5.1 Create Workflow

The Create Workflow page facilitates you to create a workflow for a task.

Table 5-1 Field Description: Create Workflow

Field Name Description
Basic Details This section is used to provide basic information of the workflow.
Code Indicates the unique identification code of the workflow.
Description Indicates the description of the workflow.
Status Details This section is used to provide the status transition details of the task.

Note: If you click expand corresponding to a row, a section appears using which you can configure rules for the status transition record. For more information on how to configure rules, see Oracle Banking Common Core User Guide.

S.No. Displays the serial number of the status transition record.
Current Status Indicates the current workflow status of the task.

Note: The current status and next status cannot be same.

Next Status Indicates the next workflow status to which the task should move.

Note: The current status and next status cannot be same.

Type Indicates how the status transition should happen. The options are:
  • Manual: Select this option if you want the status transition to be done manually by the user.
  • System: Select this option if you want the status transition to be done by the system.

Note: The status transition of type as System can also be done manually by the collector.

Active Toggle to indicate whether the status transition is active.