Access to configuration tools for the elements listed below is via the CONFIGURE option on the Workflow menu.
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Data Lookups (Smart Data) | Let you for pull in data from a specified object. For example, you can configure a Data Lookup that gets its values from an Order attribute and populates those values as extended data for use in Conditionals and Actions. See Data Lookups. |
Definitions | A collection of one or more structured and linked procedures (Steps, Conditionals and Subworkflows), which together realize a business objective or policy goal. See Business Process Definitions. |
Extended Data Templates | Reusable, shared Extended Data definitions. As an alternative to specifying an ad-hoc Extended Data item which applies only to the Definition where you add it, you can link to a pre-defined Extended Data Template which can be applied wherever you choose to use it. See Extended Data Templates. |
Field Service Management | Settings for integrating with the Zinier Field Service Management application. See Field Service Management for details. |
Groups | A set of users to which a Task may be assigned. Tasks may also be assigned to individual users. See Groups. |
Lists | A pre-configured set of data values that may be selected when specifying an Extended Data item or when configuring an Extended Data Template. The system comes with several Global (pre-defined) lists that are fixed and cannot be modified. You can also create additional custom user-defined lists. See Lists. If you intend to use custom Lists, set them up before you configure A means for pulling in data from a specified object. For example, you can configure a Data Lookup that gets its values from an Order attribute and populates those values as extended data for use in Conditionals and Actions. Extended Data templates and/or Definitions where they will be used. |
Settings | Communications settings support sending Emails from Workflow instances. See Settings. |
Triggers | Let you pair a system event with a configurable system action. See Working with Triggers. |
Quicklinks | Facilitate navigation between web modules and other external systems. See Working with Quicklinks. |
Work Order Types | Manage field service requests in the Field Service Management Solution. See See Work Order Types and the Field Service Management article in the IDI Knowledge Center for details. |
Note
Lists, Extended Data and Data Lookups (Smart Data) may be used in building Business Process Definitions. For efficiency, it is recommended (but not required) that you have these elements in place and ready to use before you begin building Business Process Definitions.