Creating a Workflow
In the menu navigate to Compliance -> Workflows. This page lists the previously created Workflows
To add a new Workflow, click on the Add New Approval Workflow button at the top-right corner of the page
Line Item | Description |
---|---|
Name | When a user is requesting access to certain conversations using this workflow, this name will appear |
Description | Describes what type of access and which people this workflow is being used for |
Auto-Approve | This field automatically changes to Yes when there are no approval steps added below and changes to No when there is at least one step added. This changes after the workflow has been saved |
Priority | This number defines which workflow will be used for an access request when there is more than one workflow available for a certain requester. The workflow with the highest priority will be selected (highest number) |
Template | Shows which Approval Workflow Message template's text will be used throughout the approval process. For more information refer to the Approval Workflow Message Templates article |
Default Language | The notifications throughout the approval workflow will be sent in the language to the user that is defined on the user configuration page. However, if the user's language is not defined in the selected template, then the message will be sent in the default language that is set here. |
Name | This name will be displayed for this step in the approval process |
Approvers | Determines which people will be able to decide what happens in this phase (step) of the request (approve, escalate or reject)
|
Mode | Determines what actions the Approvers are able to make in this phase (step) of the request
|
Finish Workflow if Approved | If this checkbox is checked, then upon the approval of this step the workflow is completed, the user gains access. If the checkbox is left unchecked then upon approval of this step the approval process moves to the next step in the workflow |
Deadline (Hours) | The access request step will be valid for the amount of time (hours) defined here. After the deadline is passed, the request is automatically escalated to the next step in the process, or if there are no additional steps after the current one, then the request is rejected with a timeout event |
Reminders (Hours) | The system will send reminders of this approval step pending to the manager |
You can start adding workflow steps with the Plus button at the bottom and removing with the Remove Approval Step button at the top-right corner. The workflow will progress through these steps (from top to bottom). You can change the sequence of the steps with the Move Up and Move Down buttons