1. Using Investigation Hub
  2. Accessing Investigation Hub Administration
  3. Using Workflow Designer
  4. Workflow Configuration
  5. Add Configuration

8.4.1.5 Add Configuration

Note:

While creating or modifying the workflow configuration for a workflow with category as Case, ensure that there is a workflow configuration defined from the workflow start status for the Assign Case action.
To add a new configuration to the workflow, follow these steps:
  1. On the Workflow List pane, select the workflow.
  2. On the right pane, click Add New Configuration. A new row will be added and configure the column values as described in the following table.

    Table 8-4 Add New Configuration

    Column Description
    When Status is Click and select the status.
    For Action Click and select the action.
    Change Status to Click and select the target status.
    Allowed Roles Click and select the role to be allowed for adding configuration.

    Note:

    This column is optional.
    Validations Click and select the validations to be added for the workflow.

    Note:

    This column is optional.
    Selection Actions Click Row Actions and select the required option to take an action. The available options are Single Row View, Add Row, Duplicate Row, Delete Row, and Refresh Row.

    By default, the configuration pane is displayed in Report View.

    If single Row View is selected, users can view configuration only on the selected row. Users can perform the following:
    • Click Change Menu and select the option. The options are Add New Configuration, Duplicate, Delete, and Refresh.
    • Click Settings Menu and select the option. The options are Exclude Null Values, and Displayed Columns.
    • Click Next/Previous button to view the remaining configurations.
    • Click Report view to view all records in report view of the configuration pane.
  3. Click Save as Draft to save the configuration.
  4. Click Mark as Complete when all the configurations are added to the workflow. The status of the workflow will be updated as Complete on the Workflow List pane and this workflow will be listed in the Workflow Mappings tab for mapping case type.

    Note:

    • Select row and click Edit to edit the configuration.