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 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.

   Note:

   All the following fields are mandatory.

   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:

   Ensure that the closure status for all custom-created workflows is mapped to the Invoke – Queue Management trigger under the Trigger column. This configuration enables the system to automatically remove closed cases from their associated queues, thereby preventing them from being displayed in the Case List during load and optimizing overall system performance. However, you can continue to access the closed cases through the Closed Case toggle option when required.

   Note:

   For all the predefined CS cases workflow configurations for all the closed statuses, additional validations are added that are mandate before closing the case:

   • Ensure comments are added
   • Ensure all events in the case are closed
   • To mark a case as False positive, ensure that all the events are marked as false positive in the case.
   • To mark a case as True positive, ensure that at least one event in the case is marked as true positive.
7. Click Save. The new workflow will be created with Draft Status and listed in the Workflow List pane.

   Note:

   If a user creates a record in the English language and then changes the language, for example, Portuguese, from the Locale drop-down in the User Preferences screen, then the next time any user logs into the application, they will be able to see the newly created record in the selected language. Also, when this record is accessed in edit mode, any changes that were done in the Name and Description fields will appear in the selected language.