Workflows

This list contains all workflows available in the FM portal. This is where a service is provided in the service list.

UID fields

These fields contain unique identifiers for the workflow and associated objects. They are used for clear assignment and traceability within the system.

Property	Description
Workflow UID	Display of the UID of the workflow for system-related reasons.

Settings

In this section you can set the type of the workflow.

Property	Description
Description	description
Service Code	Displays the system name of the workflow used to identify it in FM-Portal's program code. Note: this code must not be modified otherwise it will not be possible to identify the workflow, and the workflow's ability to function will be restricted.
Service Name	Enter the name of the workflow / service. It will be used in the service list and the portal emails distributed by the workflow.
Active	Indicate whether the Service/Workflow is active in the service list.
version	Specification of the workflow version.
Administrator Group	Select the administrator group in which the workflow administrators (service agents) for the current workflow will be managed. Service agents have more access rights to tickets in the service list and workflows.
Workflow webform	Displays the webform which can be used to control the workflow.

Service Steps

This list displays the data records of service steps associated with the service / workflow. Click "Add Service Step" to create further service steps for the workflow.

See also: workflow steps

Workflow roles

All roles set for the workflow are displayed in this list.

See also: workflow roles

Commissioning

Commissioning

See also: Commissioning of workflows

Documentation

Documentation