Contents
Creating incident workflows
The incident workflow allows you to manage incident lifecycle.
To create an incident workflow:
- In the main menu, go to Settings → Tenants.
- Click the name of the required tenant.
The tenant's properties window opens.
- On the Settings tab, click Incident management, and then select the Workflows tab.
- Click the Create button.
The Create workflow window opens.
By default, each incident workflow contains predefined statuses Initial and Done. You cannot delete or edit these statuses.
- In the Name field, enter the name of the new workflow.
- If necessary, in the Description field, enter a workflow description or a comment.
- To add new statuses, in the Workflow section, click Add status.
- In the window that opens, specify the following settings:
- In the Status name field, enter the name of the new status.
- In the Category field, select one of the following status categories:
- Initial
- In progress
- Resolved
- Done
The category determines the color of the status icon.
- In the Incoming transition field, select one or several incoming statuses.
If you want to configure a transition from all statuses to the incoming statuses, select the Allow all statuses to transition to this one option.
- In the Outgoing transition field, select one or several outgoing statuses.
If you want to configure a transition from the outgoing statuses to all statuses, select the Allow this status to transition to all statuses option.
- Click Add.
The visualized workflow is displayed in the Create workflow window.
If necessary, repeat steps 7-8e to add new statuses.
- In the Create workflow window, click Save.
The new incident workflow is displayed in the table.
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