Administration › Service Desk › Change Orders › Categories › Define Change Categories › Attach a Workflow › Attach a CA Workflow

Attach a CA Workflow

The Workflow Tab allows you to attach a workflow to the change category. A workflow specifies the tasks that must be completed on each change order ticket associated with this category.

Note: Change categories support classic CA SDM workflow tasks as well as CA Workflow process definitions. You can attach either type of workflow, but cannot mix the two types on the same change category.

Note: For information about creating and managing CA Workflow process definitions, see the online help provided with the CA Workflow Design Environment application.

To attach a CA Workflow process definition to a change category

1. On the Administration tab, browse to Service Desk, Change Orders, Categories.

   The Change Category List appears.

2. Select the category you wish to edit.

   The Change Category Detail page appears.

3. Click Edit.

   The Update Change Category page appears.

   4. Select the Workflow tab and click Add Classic Workflow.

   Note: The button is only present on systems where Classic Workflow is installed and configured to work with CA SDM. For more information about workflows, see the Implementation Guide.

   5. Click Add Workflow.

   The Workflow Definition List appears.

4. Click the name of the workflow process definition you want to attach to the change category.

   The selected workflow process definition appears in the Workflow tab on the Update Change Category page.

5. Click Save.

   The Change Category Detail page appears, displaying a Save Successful message.