Configuring a Workflow

Workflow configuration is performed on the Module Settings - Incident Manager - Workflow page.

Creating a Workflow

First Step

To create a workflow, click the Create button in the upper right corner of the screen. On the first step of workflow creation, you must enter a Name and Description. To proceed, click the Next button.

Second Step (Status List)

On the second step, you need to configure the list of statuses that an incident can take. To add a new status, fill in the following fields:

• Status Name - the name that will be displayed in the user interface
• System Name - the status name that will be used internally, only English characters are allowed
• Color - the status color that will be displayed in the user interface

warning

The System Name field will not be editable after the status is created.

After filling in all fields, click the Add button to the right of the input fields. The created status will be displayed in the table located below the status information input fields.

Third Step (Transition Rules)

On the third step, you need to specify the transition rules between statuses. To do this, connect the status blocks to each other in the transition rule editor. Each status block has white and black dots around its perimeter. Transitions between blocks have a direction from a black dot to a white dot.

To create a transition, drag from a black dot on one block to a white dot on another block. This results in transitions as shown in the figure below.

Transition Settings

Each transition by default has a name in the format: system_name_status_1 -> system_name_status_2. If you right-click on this name, a modal window will open where you can change all settings for this transition. The list of settings is listed below:

• Transition Name - this name will be displayed in the transition editor and in the Incident Manager
• Primary Actions - these are active actions implemented as Node.js or Python scripts; you can select one or more active actions that will be launched before the status change
• Other Actions - this field is similar to the "Primary Actions" field, but scripts are launched after the status change
• Group Incidents - if the option is not active, scripts will be executed for each incident individually; otherwise, actions will be launched once for all incidents
• Roles - one or more roles that will have access to change the status

Once all the necessary transition settings are configured, save the changes by clicking the Save button at the bottom of the modal window. After finishing editing transitions and their settings, complete the workflow creation process by clicking the Create Process button. The process will be saved and displayed on the page with the list of workflows in the system.

Editing a Workflow

A workflow can be edited if necessary. To do this, navigate to the desired workflow by clicking on its name in the table.

The workflow editing process is similar to its creation. On the first step, you can change the name and description; on the second step, you can add new statuses or modify existing ones. To change statuses, click Edit.

In the modal window that opens, you can change the status name and color. You can also delete an unused status. Before deletion, you will be shown which transitions will be deleted along with the status. On the third step, you can edit the workflow transitions and their settings.