Workflows are required to configure actions. A workflow defines the basic structure for editing an action. So-called action blocks are used for this purpose. The workflow is processed in a linear sequence. You can either use the default Simple workflow or define your own workflows with their SOPs.
- The Administration perspective is displayed.
- In the Administration tree, select System > Workflows.
- Right-click Workflows and select New > Workflow Definition.
- Enter the Instance Name.
- Enter the Number of Instances.
- Click Finish.
- To create one or more SOPs, right-click the workflow definition and select New > SOP and click Finish.
- A workflow definition with its SOP is created.
- The associated annotations are saved in the OPS/Workflow Configuration perspective under the Message Handling, Workflow Handling, and Operation Procedure Steps views.
- To assign a workflow definition to an annotation, edit it by double-clicking the annotation in the OPS/Workflow Configuration perspective.
- Select the Workflow/Escalation tab.
- In the For Workflow field click
.
- All workflow definitions are displayed in the Select Workflow Definition editor.
- Select a workflow definition and click Finish to save your selection.
- The workflow definition is assigned to the annotation.