Setting Additional Workflow Step Properties

App Portal 2020 R1

You can modify additional properties of a workflow step by double-clicking the step on the Workflow Steps tab of the Workflow Properties dialog box.

Workflow Step Properties Dialog Box

You can edit three types of workflow step properties:

Setting Workflow Step Options
Applying Conditions to a Workflow Step
Defining a Custom Action on a Workflow Step

Setting Workflow Step Options

The Options tab of a workflow step’s Properties dialog box includes the following properties:

Workflow Step Properties



Approver Type

Select one of the following options:


Set Status

Select a custom status for this workflow step.

Workflow status is created and managed under Settings > Workflow Status. Setting a status other than Default Status will set the request with the identified status when that workflow step is in progress.

Set Action

Software installations are typically triggered and allowed for installation after all workflow steps have occurred. If you wish to have this action occur earlier in the workflow process, identify the step in which you want the software install action to occur.

Question template

Select a question template to link to the specified workflow step. When a question template is linked to a workflow step, the approvers at that step will be presented with those questions. If there are required questions within the question template, the request cannot move to the next workflow step until all required questions have been answered.

Allow Approval Level User Edit

Select this option if you wish to allow this specific approval step to be identified by the requester. With this option enabled the requester will be able to change the users within this step.

Applying Conditions to a Workflow Step

The Conditions tab of a workflow step’s Properties dialog box lists any conditions that are applied to the workflow step.

Conditions Tab of Workflow Step Properties Dialog Box

The conditions that you apply to a workflow step or the workflow itself determines when the step or workflow should apply. Conditions specified here are limited to Include, meaning you define conditions when you want the item to apply. An additional condition, Catalog Item, is present only for workflow step and workflow conditions. This condition offers the ability to include a step or apply a workflow based on the license availability and cost of a catalog item.

Defining a Custom Action on a Workflow Step

You can have a workflow step execute a custom action. Custom actions are defined under Site Management > Commands and Actions. You can use a custom action to execute an executable, script, web service, etc.

External Actions Tab of Workflow Step Properties Dialog Box

See Also