Workflows are used to: define how users work a case, what they are allowed to do. determine when notification emails should be sent. set the initial state of...

Editing a WorkflowTo edit a workflow, click the Edit icon . The process is then the same as Creating a Workflow.Duplicating a WorkflowTo duplicate a workflow...

Within each role you can decide which events are to trigger notifications. Simply check all the events that you would like to send notifications for. There a...

The final configuration available within a workflow is the ability to restrict which users can be assigned to a case during case management. By default all u...

The Attributes of a case are mostly derived from the Case Management Lists you defined for your project. By default, all lists are enabled and default to the...

The best way to understand what you can do with attribute Rules is with an example:Example #1:Before Status can be changed to "Resolved", the Issue Type must...

There are some workflow attributes that come built-in, independent of Lists that you have configured. DeadlineIndicates when a case is considered Overdue.Ena...