Managing Workflow Steps

Workflow Owner This topic is intended for SecureChange workflow owners, who are responsible for creating and maintaining workflows.

Overview

When configuring workflow steps, you can design the workflow to meet your specific requirements by adding all the steps required for the ticket handler.

Manage Steps

Add, move, duplicate, or delete steps in your workflow, as follows:

  • Add a step: Click and select to add the new step before the current step, after the current step, or at the end of the workflow.

  • Duplicate an existing step: Select the step to duplicate, click , and select to duplicate the current step. The new step is added after the selected step.

  • Move a step: Select the step to move and click or to move the step in the workflow.

  • Make a step active or inactive: Select the step and select a step status: (active) or (inactive)

    An inactive step shows next to the step name.

  • Delete a step: Select the step to delete and click Delete label.