Workflow list
Workflow list is a web definition that provides end users direct access to the orders assigned to them.
A workflow list is the initial entry point for end users who access their pending orders via a browser. Workflow can be configured for various cases, for example:
• managers approving leave requests
• purchase managers granting purchase requests
• maintenance engineers checking and acting on their maintenance orders
In a workflow list, you can add, edit and delete labor hours. Labor hours can be configured in two ways for end users:
• by enforcing the addition of labor hours to an order and thus make them mandatory.
• by preventing end-users to edit or delete existing labor hours.
Adding a Workflow list
You can enable end users to view and modify their pending orders in a browser.
 | A Workflow list definition is based on the Orders business object. |
Procedure
1. Go to > .
2. On the action panel, click Add workflow list.
3. Click the Workflow List node.
4. On the data panel, complete the relevant fields. For a description of these fields, refer to Workflow list fields.
5. Click Save.
Your Workflow list definition is created. You can now specify the workflow list details. For a description of the fields, refer to Workflow list - configuration.
6. Click Save.
Your Workflow list definition is now ready for use.
Adding Workflow details
You can enable end users to view the details of their assigned orders in a browser.
 | The Workflow details definition is only available on its parent Workflow list definition. |
Procedure
1. Go to > .
2. Select a Workflow list definition from the Web definitions panel.
3. On the action panel, click Add child - Workflow details.
4. The Business object definition dialog box appears.
The details are specified per user order type. Select the user order type that is relevant to this definition and click OK.
5. On the data panel, complete the relevant fields. For a description of these fields, refer to Workflow details fields.
6. Click Save.
Your Workflow details definition can now be configured. For a description of the fields, refer to Workflow details - configuration.
7. Click Save.
The Workflow details definition is added to the selected Workflow list definition on the web definitions panel.
A URL is created. Your workflow details definition is now ready for use.
Adding a Workflow edit definition
You can enable end users to edit the details of their assigned orders in a browser. You can, for example, allow maintenance engineers to update and save information about an order.
Procedure
1. Go to Self-Service modules Workflow.
2. On the action panel, click Add Workflow edit.
The Business object definition dialog box appears.
3. Select the relevant user order type for this definition.
4. Click OK.
5. In the data section, complete the relevant fields. For a description of these fields, refer to Workflow edit fields.
6. Click Save.
A URL is created. Your Workflow edit definition is ready for further configuration. For a description of the fields, refer to Workflow edit - configuration.
7. Click Save.
Your Workflow edit definition is now ready for use.
Adding Workflow order details
You can make details of an order available to end users after they click an order in the list. The order details are displayed embedded in the Workflow details definition.
| | The information that is displayed through the Workflow order details is read-only. |
1. Go to > .
2. On the action panel, click Add Workflow order details.
3. Select the business object for which you want to display details and click OK.
The Workflow order details definition appears in the list.
4. On the data panel, complete the relevant fields. For a description of these fields, refer to Workflow order details fields.
5. Click Save.
A URL is created. Your Workflow order details definition can be linked to a Workflow details definition. For a description of the fields, refer to Workflow order details - configuration.
| | To display the Workflow order details in the browser, it must be linked to the Workflow details definition. |
Adding labor hours to a workflow
You can make labor hour information mandatory on saving / submitting an order:
1. Go to > .
2. Select the workflow list to whose details you want to add mandatory labor hour information.
3. On the action panel, click AddChild workflow details.
4. From the Business object definition dialog box, select a business object. For example, Order.
5. Click OK.
6. Enter a Code and Description for the subworkflow.
7. In the Blocks section, click Add sub details blocks ....
8. From the dialog box, select Labor hours.
The Labor hours option is added to Blocks.
9. On the Block properties tab, in the Workflow order details definition field, click the 
icon.
icon. On the left panel, the Subdetails block is updated with the new Workflow order details for labor hours.
10. On the left panel, expand the Workflow order details Labor hours. The Workflow order details AED is displayed.
11. Select the Workflow order details AED definition, to configure the mandatory labor hour settings.
12. On the Order details - add / edit tab, enter the relevant data.
For the field descriptions, see Workflow - Labor hour settings.
Allowing direct link to the workflow details page
A link to jump directly to the workflow details page of the selected order.
Procedure
1. Go to > .
2. Select the required workflow definition.
3. On the Workflow list tab, enable the option Allow direct link to details page.
| | For more information on the field, see Workflow list fields. |
4. Go to the Details page > Actions tab, the Direct link option is set to Visible.
| | You can make it invisible, if you do not want to see the direct link button on the details page. For more information on the option, see Workflow details fields. |
5. Go to the workflow list, click the URL link and select an order.
On the top right of your details page you will see an action button 
. When you click this button, it will provide the direct link to the details page of the selected order. The link can be copied to the clipboard and shared with others who have appropriate access.
. When you click this button, it will provide the direct link to the details page of the selected order. The link can be copied to the clipboard and shared with others who have appropriate access.The direct link can also be included in a mail-merge form by using an expression in the report. The URL must have the following components:
"<Self-Service link>?&action=InitialDirectLinkAction&PK=<System code>&BT=UserOrderType
URL example:
https://customer-prod.cloud.com/case/CU/WFL1?&action=InitialDirectLinkAction&PK=553&BT=UsrOrder
Expression example:
"<replace by custom workflow list URL>" + "?&action=InitialDirectLinkAction&PK=" + formatNumeric(Orders.'System code', "###############") + "&BT=" + Orders.Type.'System name'