Using Workflow Automation you can automate IT processes by creating customized workflow forms that run on execution of a workflow or when triggered by a named workflow event that is created in the Workflow Automation server. When you create a workflow form, you define the Admin groups that can view the form. Form submission or workflow process execution is dependent on the powers delegated to the group or groups included when creating the workflow form.
Workflow forms, when created or modified, are saved to the Web Server. Assistant administrators logging onto the Web Console for this server will have access to the forms based on how you configure the form. Forms are generally available to all users with web server credentials. You limit access to a specific form by adding Assistant Admin groups and then hiding the form from other users. The capability to submit the form requires one of the following powers:
Create Workflow Event and Modify All Properties
Start Workflow
Launching a workflow form: Workflows are created in the Workflow Automation Server, which must be integrated with DRA through the Delegation and Configuration Console. In order to save a new form, you must have either the Launch Specific Workflow or Trigger Workflow by Event option configured in the form properties. More information about these options is provided below:
Launch Specific Workflow: This option lists all the available workflows that are in production in the Workflow Server for DRA. For the workflows to populate in this list, they need to be created in the DRA_Workflows folder in the Workflow Automation server.
Trigger Workflow by Event: This option is used to execute workflows with pre-defined triggers. The workflows with triggers are also created in the Workflow Automation server.
NOTE:Only workflow requests configured with Launch Specific Workflow will have an execution history that can be queried in the main search pane under Tasks > Requests.
You can modify an existing request or create a request. To create a workflow request, or to modify an existing request, navigate to Tasks > Customization > Workflow (Requests).
To create a request, follow these basic steps:
Configure the request to execute a specified workflow when the form is submitted, or configure the request to execute when triggered by a predefined named event.
Choose the Assistant Admin group or groups that are included in the workflow process, and enable the Form is hidden option in the General tab to restrict form access to these users.
Add any required property fields or additional property pages to the form.
If applicable, create custom handlers to further define the workflow process and how it executes.
NOTE:Custom handler options are not exposed for a new workflow request until the request is initially saved. You can access, create, and modify custom handlers in Form Properties.
Disable the Form is hidden option to enable users to view forms.
For information about configuring the Workflow Automation server, see Configuring the Workflow Automation Server and for customizing workflow requests, see Customizing Request Forms.