Workflow: Using the workflow orchestration

The workflow orchestration is designed with a drag-and-drop feature for easy utilization and navigation. Each step is color-coded to match the corresponding colors used in the request process.

Add a step

Each workflow commences with the initiation of the Start step. This initial step serves as the entry point for the entire process, setting the foundation for the subsequent steps to follow. 

To add a step to the workflow orchestration:

  1. Select the + icon found on each step
  2. Click to place a step, or hover over an existing step to connect
  3. When placing the step, define the step role by selecting which step you would like to add

All steps must be connected to another node in order for the workflow to include the step in the process.

Move a step

To move a step, simply select the icon and drag the container to where you want it to be.

If you have accidentally selected the + icon and do not want to add a step, press Esc.


Figure 1. Add a step

Figure 2. Define the step role

Edit a step

To edit a step:

  1. Select the ellipsis icon on the right of each step container
  2. Click Edit
  3. Adjust the General settings, Assignment, or Notifications
  4. Click Save changes


Figure 3. Edit, delete or add to an input

Delete a step

To delete a step:

  1. Select the ellipsis icon on the right of each step container
  2. Click Delete
  3. By choosing Delete, you are confirming the deletion of this step and any associated steps
  4. The workflow will automatically update