Administration › Service Desk › Change Orders › Categories › Define Change Categories › Attach a Workflow › Attach a Classic Workflow › Configure Classic Workflows

Configure Classic Workflows

You can configure behavior macros to perform specified actions automatically, based on conditions associated with the change order workflow status.

To access workflow behaviors

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

   The Change Category List appears.

2. Select the category to edit.

   The Change Category Detail page appears.

3. Click Edit.

   The Update Change Category page appears.

4. Select the Workflow tab.

   The list of workflow tasks appears.

   Note: If workflow tasks are not yet attached to the change category, you must attach them before you can configure behaviors for them. For details, see Attach a Classic Workflow.

5. Click the sequence number of the workflow task you want to configure.

   The Workflow Template Detail page appears.

6. Click the Behavior tab.

   Any behaviors that have already been defined for the workflow template are listed.

To add a new behavior

1. Click Add Behavior.

   The Create New Behavior Template page appears.

2. Select a workflow task status and active or inactive from the drop-down lists, and enter a description of what activities the behavior is configured to perform, then click Save.

   Note: You cannot define the actual functionality of the behavior until it has been saved.

To define a behavior's functionality

1. Click the behavior's workflow status code on the Behavior tab of the Workflow Template page.

   The Behavior Template Detail page appears.

2. Click the To Do tab.

   Any conditions and macros that have been defined for the behavior appear in the Macro List.

3. Click Edit to update the Macro List.

   Any conditions and macros that have been defined for the behavior appear in the Macro List.

4. Click the Condition link.

   Macro List page appears, displaying the available condition macros.

5. Select a macro from the list.

   The macro symbol appears in the Condition field of the To Do tab on the Update Behavior Template page. For details about using macros, see Macros.

6. Click Update Actions On True.

   The Macro List page appears.

7. Select Action in the Type drop-down list and click Search.

   The Actions On True Update page appears.

8. Select the actions you want to apply when the condition is true and click the arrow button to move them to the selected list, then click OK.

   The Update Behavior Template page appears, displaying your action selections.

9. Click Update Actions On False.

   The Macro List page appears.

10. Select Action in the Type drop-down list and click Search.

    The Actions On False Update page appears.

11. Select the actions you want to apply when the condition is false and click the arrow button to move them to the selected list, then click OK.

    The Update Behavior Template page appears, displaying your action selections.