Workflow templates are used as the basis for the workflows you add in Workflow Automation. To add a workflow for your organization, you must use the template provided on the Workflow Templates page. Admins use the workflows that are added and mapped to assist them with resolution of the Business Insights events that occur in your organization.

Workflow Automation provides the Notify Users and Create a Ticket workflow template. To learn more, see Understanding Workflows for Events.

On the Workflow Templates page, admins can:

• View Workflow Templates

  To view workflow templates:

  Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates provided by Workflow Automation.

  For workflow templates, you can view:

  • Template Name: The name of the template.
  • Template Description: The description of the template.
  • Counts: The number of workflow definitions that have been created using this workflow template.

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• View Workflow Template Definitions

  To view workflow template definitions:

  1. Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates provided by Workflow Automation.

  2. On the Workflow Templates page, in the Action column, click the View icon next to the template for which you want to view the definition.

     The Workflow Settings page appears, displaying the workflow definition. The left side of the page displays a graphic representation of the workflow definition. The right side of the page displays the workflow definition fields that are required for this workflow definition.

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  3. To return to the Workflow Templates page, click Cancel.

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• Add Workflows

  You can also add workflows from the Workflows page.

  To add a workflow:

  1. Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates provided by Workflow Automation.
  2. On the Workflow Templates page, in the Action column, click the Add icon next to the template on which you want to base the workflow. The Workflow Settings page appears, displaying the workflow definition for that template.

  3. On the Workflow Settings page, enter values in the workflow definition fields required for that particular type of workflow.

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  4. Click Save. The workflow is added.

  To learn more about adding workflows, see Managing Workflows for Events and Managing Workflow Mappings for Events.

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