Workflow basics

BMC Remedy AR System server workflow consists of active links, filters, and escalations that carry out business processes. For information about what these three main types of workflow, see Workflow objects.

All workflow objects include the following elements:

• An associated form is the basis for every workflow action. Sometimes a workflow object has more than one associated form, but one form is defined as the primary form and acts as the reference for fields and data used by the workflow. See Configuring workflow forms and execution options and Shared workflow.
• Workflow execution options determine when the workflow runs. See Configuring workflow forms and execution options.
• Run If qualifications (optional) determine whether the workflow's If Actions or Else Actions are carried out. See Using buttons and menu bar items to execute active links.
• Workflow actions determine what an active link, filter, or escalation does when it runs. See Using buttons and menu bar items to execute active links.

You can use active link guides and filter guides to control the order of workflow actions and organize a related set of workflow objects. See Creating and managing fields.

Active links allow you to create workflow designed for user interaction. You can use buttons and field menus with active links to assist the user. See Using buttons and menu bar items to execute active links.

For information about how BMC Remedy AR System server processes, active links, filters, and escalations, see Using buttons and menu bar items to execute active links.