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Create Workflow

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This action is installed by the Workflow web module. It creates a work item that will create workflow and optionally start it.

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Parameters:

Workflow ID
(required)

Name of the Workflow definition.

Note

Only checked in Definitions will show up in the drop down list.

Coordinator
(required)

ID/name of the individual who will be coordinating this instance.

Name Override

Actual name of this definition. This is a free text field. You can enter a unique name to set it apart from another instance.

Requested Due Date

Date and time for instance to be completed.

Extended Data

Ties into user defined extended data in the Workflow definition.

Auto-Start

Enter Yes or No.

Link Reference ID

This field and Link Reference Type are used to establish the linkage between a workflow and it’s related customer or ticket.

Enter the specific customer or ticket ID based on the selected Link Reference Type.

Link Reference Type

Select Customer or Ticket from the drop down menu.