Workflow Templates

Workflow Manager 6.5

A workflow template is an ordered set of steps, grouped into workflow phases, that a workflow administrator company follows to complete a task. For example, the process your company uses to approve a software request and deploy some software could be represented by a workflow template. When a project is created, it is associated with one workflow template, and when a workflow request is created for the project, it uses that workflow template, essentially putting the template into action.

Workflow Template Example

A workflow template typically includes multiple workflow phases, each with one or more workflow steps. In the image below, showing the Workflow Progress page of a software request workflow, there are 3 phases:

The Elements of a Template

The first workflow step in the first phase is always a date entry step, requiring the person who submitted the workflow request to enter relevant supporting information. In the scenario above, for example, the consumer needs to specify which application they wish to install and on which of their computers, as well as providing a reason for installation and how soon they need the installation done. You can also add extra data collection steps later in the workflow, if required.

Template with Conditions and Branching

A Workflow Manager template can employ conditional branching, meaning the workflow phase which is displayed next can depend on information provided by the consumer. You can also create a template which conditionally shows or hides data groups, data elements or workflow steps depending on consumer input. For more information, see Creating Templates That Use Conditions.

See Also

Creating a New Template

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