Administration Guide › Workflow › Template Method › How to Use the Template Method

How to Use the Template Method

This section lists the high-level steps involved with placing admin tasks under workflow control using the template method.

To use the template method

1. In the User Console, open the Modify (or Create) Admin Task screen for the task you want under workflow control.
2. To implement task-level workflow:
   1. On the Profile tab, click the Workflow Process button.
   2. On the task-level workflow configuration tab, select a process template and configure participant resolvers.
3. To implement event-level workflow:
   1. On the Events tab, select one or more events.
   2. On the event-level workflow configuration tab, select a process template and configure participant resolvers.

   Note: If EscalationApprovalProcess is selected, a field called Approval Timeout (min) is displayed. This field is specified in minutes and cannot be empty. By default, the time is set to 60 minutes. If a non-numeric/non-integer/non-positive timeout value is specified, a validation error is displayed.

4. After workflow control is configured, the user with the appropriate role performs the admin task.
5. The designated workflow participant approves or rejects the task or event.

More Information:

Event-Level Workflow

Task-Level Workflow

Participant Resolvers: Template Method