PREVIOUS | NEXT
To update a workflow, go to Setup > Processes > Workflows.
You can use the Edit action to access the Workflow Transition Matrix where you can add, sort or remove statuses and actions.
Select the Actions icon to execute the following actions on existing workflows:
[Back to top]
Workflow enables you to designate a default workflow in the Select a default workflow field in the Workflows workspace. The default workflow will be applied when you create a case using an API that doesn't specify the workflow.
Example: You can create a case using another application by invoking Workflow's RESTful API services. When the case type isn't defined, Workflow will apply the case to the default workflow you designate.
Workflow provides a Filter feature that enables you to find specific data using queries. The available filter parameters depend on the workspace you are searching from. The Workflows feature enables you to filter by these parameters:
Workflow enables you to copy a workflow, which can save you considerable time in setting up a new workflow with similar processes of an existing one. This is also useful if you want to modify or create a new version of an existing workflow. You can copy the existing workflow and then update the copy with your changes. You can then thoroughly test the new workflow before you implement its use.
When you copy a workflow, we copy all statuses, actions, settings, and scripts related to the workflow.
To copy a workflow:
Go to Setup > Processes > Workflows, and select Edit action for a workflow which you want to copy. Workflow Transition Matrix page will open.
Select the Copy Workflow icon from the table or list views.
Complete these form fields on the Add new Workflow wizard:
Name: Enter a name.
Unique Key: Along with the Project key, the workflow key is used as part of the case key, which identifies the case.
Warning: You cannot change this key once assigned.
Click Copy to finish copying the workflow.