--- title: "Managing Order Scenarios - Modify/Re-order Workflow Configurations" slug: "managing-order-scenarios-modify-re-order-workflow-configurations" updated: 2026-08-11T10:59:50Z published: 2026-08-11T10:59:50Z canonical: "help.idibilling.com/managing-order-scenarios-modify-re-order-workflow-configurations" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Order Scenarios - Modify/Re-order Workflow Configurations Access to this setup requires the Admin Role or Manage Configurations permission. This setup is available via the Orders menu bar. Click **MANAGE** > **Order Scenarios.** **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84821.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D) This displays the Order Scenarios page. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83723.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D) On this page you can modify and re-order Workflow configurations the system uses to process an order. When you submit an order, the system evaluates the configurations (below the Processing Order heading), looking for one to use that most closely matches the order and/or service type. #### Processing Order Workflows are listed by the order in which they are processed. If you need to change this order, click **REORDER,** then click and drag a Move icon (![btMoveVerticalBars](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68394.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D)) to move a Workflow Definition up or down in the list. **Show picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83725.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D) #### Adding an Order Scenario Click **NEW** to add a new scenario for order-service combinations. This displays the ***Workflow Configuration*** fields on the right side of the page. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83724.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D) Configure the fields as needed. **More** | Field Name | Definition / Action | | --- | --- | | Name | Enter a descriptive name for the Configuration. This is what is displayed when an order is viewed in Workflow. | | Definition | Select a definition from the drop-down menu. (Definitions are created in the Workflow Module.) The Definition can have the same name as the Configuration. | | Coordinator | - **Default to Order Entry User** - Select this radio button to have the same person who created the order be responsible for ensuring that all steps/tasks are completed. - **Default to Configured User** - Select this radio button to enter the user who will monitor the workflow (not necessarily the person who will be responsible for completion of the steps). | | Order Types | - **All Order Types** - Select this radio button to have this configuration apply to every order type. - **Select Order Types** - Select this radio button to view the drop-down menu and select which order types the configuration will apply to. > [!NOTE] > Note > > The Selected Order Types display below the Select field with a delete symbol. | | Service Types | - **All Service Types** - Select this radio button to have this configuration apply to every service type. - **Select Service Types** - Select this radio button to view the drop-down menuand select which service types the configuration will apply to. > [!NOTE] > Note > > The Selected Service Types display below the Select field with a delete symbol. | #### Working with Existing Order Scenarios Select an Order Scenario from the list on the left. This displays the workflow configuration details on the right side of the page with additional buttons to edit or delete the scenario. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83726.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A43%3A32Z&se=2026-11-14T11%3A43%3A32Z&sr=c&sp=r&sig=3Rf2Zz3eLSGTr5aFh0a9BEXtty9k7pA6SEEP0oI%2FJb0%3D) Click **EDIT** to enable the fields for editing. **More** | Field Name | Definition / Action | | --- | --- | | Name | Enter a descriptive name for the Configuration. This is what is displayed when an order is viewed in Workflow. | | Definition | Select a definition from the drop-down menu. (Definitions are created in the Workflow Module.) The Definition can have the same name as the Configuration. | | Coordinator | - **Default to Order Entry User** - Select this radio button to have the same person who created the order be responsible for ensuring that all steps/tasks are completed. - **Default to Configured User** - Select this radio button to enter the user who will monitor the workflow (not necessarily the person who will be responsible for completion of the steps). | | Order Types | - **All Order Types** - Select this radio button to have this configuration apply to every order type. - **Select Order Types** - Select this radio button to view the drop-down menu and select which order types the configuration will apply to. > [!NOTE] > Note > > The Selected Order Types display below the Select field with a delete symbol. | | Service Types | - **All Service Types** - Select this radio button to have this configuration apply to every service type. - **Select Service Types** - Select this radio button to view the drop-down menuand select which service types the configuration will apply to. > [!NOTE] > Note > > The Selected Service Types display below the Select field with a delete symbol. |