Workflow

Workflows act as visual flowcharts of processes within Infraon. They are created to automate and visualize a multi-step process as a sequence of activities, including assigning tickets, triggering an email or SMS notification, requesting approvals, etc. With Infraon, workflows can be created using simple drag-and-drop elements that can be added as a flowchart to indicate the flow of activities in a sequence.

How to Build a Workflow?

At this point, you can configure workflow for Incidents. Workflows can be triggered using single or multiple conditions within the service catalogue.

Components of Workflow

To build a workflow, the below components must be defined:

• Trigger - Triggers are the initial action(s) that trigger the workflow. One or more triggers can be configured. At this point, only service catalogue-based triggers can be added.

• Conditions - One or more conditions can be added to be validated while executing. To add a condition, define

  • Operand - Operand is the parameter that needs to be validated. In this case, Service Catalogue.

  • Value - Value of the Operand or the parameter's value to validate.

  • Relation - (and/or) Relation between the conditions (applicable only if multiple conditions are selected)

• Build Form - Consists of drag-and-drop HTML elements. You can use it to add custom fields to the incident form based on your organizational, compliance, or process requirements.  Additionally, section layouts can be changed, configured, or deleted to suit the need. You can preview sections to understand the placement of sections within the incident form.

This consists of your workflow's drag-and-drop elements, such as state, action, and condition. It helps create a customized workflow based on your organizational, compliance, or process requirements.

Using the 'Save' option saves the workflow. When the workflow changes and conditions are published, they are added.

Note: Workflows must always start with an 'Open' state and end with 'Closed.' All other states are optional.