WorkflowGen: Add an Action to the Workflow
The workflow is managed through the workflow tab. The beginning view is the start point:
- Start by adding an action.
- The application type will be EFORMASPX.
- Fill out the following fields:
- Participant - who is assigned to this action
- Assignment method - some of the common assignment methods are:
- Automatic to the requester - This is the initial request assignment
- Automatic to the manager of the requester - will only work if the manager information is imported into the directory. At this time, this information isn't imported
- Manual by action initiator - The person who handled the previous action is given a list of participants to choose from
- Manual by the person who handled (an action) - you can choose an action and the person who acted on the action chooses the person to act
- Self Service - Assignment goes to the entire participant list
- Once you click Save, the additional tabs will become available.