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Information on many of the workflow toolbox items available in the system.
There are a number of toolbox items that create tasks. These tools allow you to specify an action plan as part of your task. What is an action plan? Whe...
There are a number of places within workflow modeller where you may add in a checklist to a workitem, or within data quality rules you may wish to set a...
The add participant tool allows you to add a new participant onto your piece of work. Common Uses The add participant tool can be used in conjunction w...
The Action plan choice branch toolbox item provides the ability to branch a workflow, based on the user's selection on a 'Choices' action plan on a task...
The Audit Event workflow toolbox item allows you to log new audit events. The system automatically logs a whole host of audit events. Phase changes, rol...
Within the toolbox, it is now possible to use the evaluation of a Business Rule to guide your workflow. This acts similarly to using the Conditional If ...
The progress milestone tool box item allows you to add the ability to change the phase (status) of one of the work items you are working with within you...
When creating you workflow you will need to have different steps in the process. A step contains one or more actions that need to happen in a particular...
The Create task toolbox item is a simple method to create a task against a work item. Common Uses There are many types of tasks, such as a basic task (c...
The Create notification toolbox item will add a system notification for one or more users/teams. Users can choose how to receive the notification by cha...
The Create a work item toolbox item will do exactly what it says on the tin, trigger a work item to be created for the work type specified. Common Uses ...
The Workflow canvas provides a rich environment for you to automate business processes
The Create outbound email toolbox item is a simple method to create an outbound email task against a work item. Common Uses There will often be a requir...
The Create outgoing SMS visual workflow toolbox item is a simple method for creating an outgoing SMS task against a work item. Common Uses There will of...
The Create reminder toolbox item allows you to add a reminder to an existing task/key date at a given time in the workflow. Common Uses In its basic for...
The Create key date toolbox item allows you to create (or set) a Key Date at a given time in the workflow. Common Uses In its basic form, this toolbox i...
How do I calculate a date for use in a workflow
How do I execute a step for each item in a list
What is it? When you use an Event to trigger a workflow, you often want to pass in values from that event to give the workflow some context. This is ref...
What is it? When you use an event to trigger a workflow, you can use a phase change or phase transition as the trigger. To enhance this capability, we a...
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Existing Instance tool used for? ...
Work Instance Query The Existing Instance Branch toolbox item is a conditional block which will give you more granular control over what to do with a wo...
This item looks for an existing Key Date belonging to a work item and makes it available to be manipulated inside the Workflow. Prerequisites You will n...
The Load work item data toolbox item provides you with the ability explore and load data relating to the work item and map these to a variable to be uti...
The Log Variables toolbox item will log the value of one or more variables at a given time in the workflow which will be shown on the execution log, and...
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Loop Controller tool used for? Th...
Each time you save and publish a workflow edited in the visual workflow builder, the system creates a new version of that workflow. These published and ...
You may have many instances of a Workflow kicked off due to a bulk import or some other scheduled task. This feature allows you to assign a custom Name ...
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Null Check tool used for? Sometim...
The Placeholder toolbox item provides you with the ability to create a simple placeholder within your workflow. Common Uses Workflows often require ann...
The Prepare Document toolbox item allows you to create a prepared document within the system. Details on how to configure document templates can be foun...
Within the toolbox there are a goup of tools that help to control the data used in the workflow. What is the Run Allocation Rule tool used for? Allocati...
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. What is the Start Step tool used for? The sta...
Within the toolbox there are a group of tools that help to control the direction and flow of the workflow. The Start Workflow tool can initiate another ...
To search the text of Execution Engine Plans there are two ways in which this can be done. If the internal configuration service is turned on you can se...
The Set key date done & Set key date missed toolbox items provide a simple method of marking a key date on a work item as completed/missed. Common U...
The Update due date toolbox item provides you with the ability to update the due date on any task. Common Uses The Update due date is commonly used to u...
The Update work item attribute toolbox item allows you to update fields and attributes related to a work item. Pre-requisites Work item ID To use Update...
Within the toolbox is a group of tools that help control the workflow's direction and flow. What is the IF tool used for? The IF tool can be used to che...
While the toolbox provides access to a variety of blocks to assist you in building your workflows, there will be occasions where you require more contro...
The When toolbox item is designed to work in tandem with the Each toolbox item. It instructs the workflow to continue only when either all or a fixed am...
Work Item Search is a wrapper for the Clio Operate public API, which can be used to search for articles based on a number of characteristics. Prerequisi...
Flagging a Workflow as a ‘System Workflow’ provides the ability to both hide or highlight System Workflows from the default List Views By default, this...