Administration Pages

Workflow Manager

The section includes descriptions of the pages used to perform Workflow Manager / AdminStudio Enterprise Server administrative tasks:

Administration Related Pages

Option

Description

Calendar Settings Administration Page

Specify the calendar settings to use when reporting on request compliance with project Service Level Agreement (SLA) due dates.

Company/Business Unit Administration Page

Create and edit companies.

External Email Address Administration Page

Review and add external email addresses.

Project Administration Page

Create or edit a project.

Template Administration Page

Create, edit, or copy a template.

Template Details Page

Add and edit workflow phases, workflow steps, data groups, and data elements.

Workflow Status Administration Page

Use to add or edit workflow statuses, a user-configurable field you can use to assign metadata to a request which can be used when performing searches and generating reports.

Approval Administration Page

Create, update, or delete approval templates.

External Data Sources Administration Page

Create, update, or delete a database connection.

Email Template Administration Page

Create, update, or delete an email template.

External Web Services Administration Page

Create, update, or delete a connection to an external web service.

Time Off Administration Page

To display future time off for administrator users on work assignment screens that are part of a workflow step.

Custom Table Editor Administration Page

Change records in any table in Workflow Manager.

Note:The availability of these pages for a particular user is dependent upon the user’s assigned roles. See Managing Roles and Permissions.