About Workflows and Workflow Packs
Policy Planner and Policy Optimizer are workflow-based applications, and require that you upload a workflow we created before you can work tickets.
One workflow can have numerous instances, each with a different user group and permission assignment.
Open the Workflows Page
To open the Workflows page, on the toolbar, click Workflow > Workflows.
Workflows List
The following table defines the values in the Workflows table. The order listed is ascending by Name, but can be sorted by any column.
| Value | Description |
|---|---|
| Row Number | The number of rows in the list. |
| Workflow ID | Provided so that users have the ID to compare against log files and can be used in configuration settings, like for Service Now. |
| Name | The name or type of workflow |
| Version | The current version of the workflow being used. If a workflow has a new version to update, a download icon  will display next to the workflow version. |
| Workflow Pack Name | The name of the workflow pack. |
| Open Tickets | The number of tickets in the queue related to the workflow version, not the actual workflow. |
|
Created By |
The user who uploaded the workflow. |
| Status | Enabled or Disabled for use. |
|
Action menu with options for tasks to complete at the workflow level. |