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Attach a CA Process Automation Workflow Process Definition

A workflow process definition identifies a collective series of tasks, steps, and conditions that are structured in a specific order for individuals or parties to initiate and complete. An administrator creates the workflow process definition and stores it on the CA Process Automation server.

From CA SDM, you attach a workflow process definition to a ticket area or category. Later, when a user creates a ticket with the area or category, the system automatically launches a workflow process instance. The Workflow Tasks tab tracks the workflow progress to completion.

To attach a workflow process definition

1. On the Administration tab, select Service Desk, and any of the following:
   • Change Orders, Categories
   • Issues, Categories
   • Requests/Incidents/Problems, Areas

   The corresponding Area or Category List appears.

2. Right-click the Symbol/Description and select Edit from the short-cut menu.

   The Update page appears.

3. Click the Workflow Tab.

   The Workflow tab lists the attached process definition. If the tab is blank, no process definition is attached.

   Note: If CA Process Automation is not installed, information and buttons for CA Process Automation are omitted.

4. Click Use CA IT PAM.

   The CA Start Request Form appears with the following fields:

   Name

   Specifies a name of CA Process Automation workflow process definition.

   Path

   Specifies the location where the CA Process Automation process is stored on the CA Process Automation server. For example: ServiceDesk/Process/.

   Description

   Describes the workflow.

5. Select the process definition.

   The Start Request Form closes and the process definition appears on the Workflow tab.

6. Click Save.

   The system saves the process settings. The next ticket that a user creates in the specified ticket category or area automatically attaches the workflow and creates a process instance.