8.4.1.1 Add Workflow

This topic provides information about adding a new workflow for the Case and RFI (Request for Information) categories.

To add a new workflow, follow these steps:
  1. Click Open Open icon to view the Ask Oracle page.
  2. Click Admin menu. The Investigation Hub Administration page is displayed.
  3. Click Workflow Designer link. The Workflow Designer page is displayed.
  4. Click Add Workflow. The Create Workflow pane is displayed with following options:
    • Create New
    • Copy from Existing
  5. Select Create New option.
  6. Enter/Select the fields as described in the following table.

    Table 8-3 Create New - Field Description

    Fields Description
    Name Enter unique name of the workflow.
    Description Enter description of the workflow.
    Category Select option from the Category drop-down list whether the workflow will be created through Case or Request for Information (RFI).
    The available options are:
    • Case
    • RFI
    Start Status From the drop-down list, select start status of the workflow.

    Note:

    All the fields are mandatory.
  7. Click Save. The new workflow will be created with Draft Status and listed in the Workflow List pane.