The Billing System Update action adds the services and features to the customer’s account.

This provides bi-directional visibility between Workflow instances and their linked customers/tickets in all three applications.

Workflow provides two new Provisioning Request triggers that fire when a provisioning request is created or modified to notify you when specific provisioning events take place.

The IDI platform Communications module gives your users the ability to send and receive emails right where they are doing...

By using the Order Action of Set Start Date the system can automatically modify the date. Eliminating the need for someone to manually update the start date during the implementation process.

Splitter functionality lets users configure Workflow Definitions to take a single object and split it into groups of items for processing. This provides flexibility to turn up services and begin billing items in different intervals for a single order.

Troubleshoot how a Workflow action computed a Smart Data value at run time.

This lets you fire a trigger on Finance Group Changes

Track down why your trigger automation is not producing your expected result.

How-to setup a Workflow that will route your adjustments through an approval process.

By using the Workflow Action of Add Wait Time the system can automatically evaluate wait time in your process and then move on to the next item at the appropriate time.

Users can import and export Workflow definitions. This can be done within the same environment or across different environments. Export...

The primary purpose of the workflow services is to allow relying applications to alter workflow definitions and to facilitate the processing of workflow instances.

New Workflow triggers provide the capability to generate notifications when corporate account structures and properties are updated in the IDI platform (either from Customer Care, API or IDI Desktop Client), to inform other systems of the changes. The new triggers support the following events: when a corporate account is created, when an account is removed from a corporate structure and when invoice responsibility, market or parent is changed on a corporate account.

This article provides a resource for describing how to use and handle requests initiated by the Workflow action, “Web API”.

This article provides a resource for describing how to use the Workflow action, “Make HTTP Request”.