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Workflow Template Fields

• Task -- Defines the CA SDM workflow task type. This is a required field. Click this link to select a task from the Task Type List. For more information about task types, see Define Workflow Task Types.
• Sequence -- The order in which this task appears on the ticket's Workflow Tasks tab. The task with the lowest sequence number is listed first. Numbers do not need to be sequential.
• Record Status -- Identifies whether the database record is active or inactive. This is a required field. Select a value from the drop-down list.
• Assignee -- The name of the person assigned to the ticket. Enter a value directly or click the search icon to search for a contact.
• Group -- The group that is responsible for the ticket. Any individual contact assigned to the group can handle the task once it has been assigned to the group. Enter a value directly or click the search icon to search for a group
• Deleteable -- Determines whether the user can delete this task from tickets.
• Service Type -- The level of support received by the organization. For example, some users may have contracted for 24-hour support, and others might receive on-site training. Enter the service type directly into the field, or click the search icon to select the desired service type
• Estimated Duration -- Indicates the estimated date when the task should be finished. The date and time display in mm/dd/yyyy hh:mm am | pm format. Enter the date and time directly or click the calendar icon to select a date.
• Estimated Cost -- Estimates how much it costs to complete the task. Enter the amount as an integer without commas or periods. It is best to enter the amount in dollars only.