NOTE: this functionality is restricted to users with the "Manage automated workflows" permission.
As noted here, automated workflows allow for the auto-routing of work requests to designated user(s) based on specific criteria.
The Automated Workflows page is where users go to manage their workflows. In addition to the "New" button, which allows users to create new workflows, there is a table that displays all existing rules:
The table contains the following 5 columns:
- Title - the name of the workflow.
- Created By - the user who created the workflow.
- Created - when the workflow was created.
- Last Match Date - when the workflow was last matched to the assigned reviewer(s).
- Status - if the status is active or inactive.
To edit a workflow, simply click on the desired workflow and make your changes.
To deactivate or activate a workflow, click on the status value and change it to your desired status.
To delete a workflow, either click the delete button from within the workflow modal or from within the table ellipsis.
If you have any questions about this functionality (or anything else), feel free to reach out to us via our support chat or at support@helixintel.com - we're here to help 🙂.