Workflow actions and execution options

You define workflow by specifying the actions that active links, filters, and escalations should perform under specified circumstances. The circumstances are called execution options. You can create workflow components for a single form, or you can share workflow components with multiple forms. (Workflow components cannot exist independently of forms.)

The basic questions about workflow are "What can I do, and when can I do it?" The actions that workflow can take are the what, and the execution options are the when.

For example, users could click a button labeled Display My Active Cases to display a list of all requests assigned to the user.

Example of a basic workflow
 (Click the image to expand it.)



You can refine execution options by specifying a qualification that must be met before an action is taken. Qualifications are often required to ensure that workflow actions apply only to certain requests. In addition, carefully designed qualifications make workflow components more efficient and powerful.

You can specify a primary action and an alternative action. If an operation meets the qualification, the primary ("if") action is performed; if not, the alternative ("else") action is performed, as shown in the following figure.

Example of a workflow with qualification
 (Click the image to expand it.)

 For more information about workflow actions, execution options and qualification, see