Creating your Workflow

You can design your workflow to collect information from different stakeholders and undertake routing to request for action. Raising a requested ticket could be assigned to a user or group.

This article illustrates the stages of the workflow process:

New → Accepted / Rejected → Closed

1) Add 3 Stages

  • New
  • Accepted
  • Rejected
Add extra stages if you wish

2) Edit “New” Stage

Add Stage Information;

  • Status: New
  • Stage Name: New
  • Assignee (User or Group): Select a person or group that is best suited to make this decision.
  • Category: Transition Stage

Add Outcomes;

  • Outcome Name
  • Go to Stage: Select the Stage this action will go to
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Outcome 1

  • Outcome Name : Approved
  • Go to Stage: Approved

Outcome 2

  • Outcome Name : Rejected
  • Go to Stage: Rejected
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3) Edit “Approved” Stage

Add Stage Information;

  • Status: Approved
  • Stage Name: Approved
  • Assignee (User or Group): Select a person or group that is best suited to make this decision.
  • Category: Transition Stage
For example:
  • Outcome / Status 1: “Approved”

4) Edit “Rejected” Stage

Add Stage Information;

  • Status: Rejected
  • Stage Name: Rejected
  • Assignee (User or Group): Select a person or group that is best suited to make this decision.
  • Category: Transition Stage
For example:
  • Outcome / Status 2: “Rejected”

Once the stages are completed,

5) Publish and try it out!

After receiving a ticket, this is what it should look like



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