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Attach a CA Workflow

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

Note: Issue 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 issue 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 an issue category

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

    The Issue Category List appears.

  2. Select the category you wish to edit.

    The Issue Category Detail page appears.

  3. Click Edit.

    The Update Issue 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 issue category.

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

  5. Click Save.

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