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This guide will go through the key steps needed to create a ''[[glossary|workflow]]'' from scratch, assuming the basic itmSUITE® configurations (''[[glossary|company]]'' and its related master data, ''[[glossary|services]]'', etc.) were previously completed (see [[itmSUITE® - Introduction to basic configuration#Introduction|Introduction to basic configuration]]).
 
This guide will go through the key steps needed to create a ''[[glossary|workflow]]'' from scratch, assuming the basic itmSUITE® configurations (''[[glossary|company]]'' and its related master data, ''[[glossary|services]]'', etc.) were previously completed (see [[itmSUITE® - Introduction to basic configuration#Introduction|Introduction to basic configuration]]).
  
The key steps are:
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Workflow configuration steps.
* [[Master Data]]
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* [[Workflow configuration steps - Master data|Master data]]
 
* [[Workflow configuration steps - Creation and basic settings|Creation and basic settings]]
 
* [[Workflow configuration steps - Creation and basic settings|Creation and basic settings]]
 
* [[Workflow configuration steps - Statuses|Statuses]]
 
* [[Workflow configuration steps - Statuses|Statuses]]
* [[Workflow configuration steps - transitions|Transitions]]
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* [[Workflow configuration steps - Transitions|Transitions]]
 
* [[Workflow configuration steps - Fields|Fields]]
 
* [[Workflow configuration steps - Fields|Fields]]
 
* [[Workflow configuration steps - Grants|Grants]]
 
* [[Workflow configuration steps - Grants|Grants]]
* [[Workflow configuration steps - Form|Form]]
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* [[Workflow configuration steps - Form|Forms]]
* [[Workflow configuration steps - Notifications|Notifications]]
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* [[Workflow configuration steps - ASM Views| ASM Views (optional)]]
* [[Workflow configuration steps - Views|Views]]
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* [[Workflow configuration steps - Decision matrixes|Decision matrixes (optional)]]
* [[Workflow configuration steps - Portal|Portal (SRCS)]]
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* [[Workflow configuration steps - Groups association to workflow|Groups association (optional)]]
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* [[Workflow configuration steps - MDMM| MDMM (optional)]]
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* [[Workflow configuration steps - Notifications|Notifications (optional)]]
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* [[Workflow configuration steps - Ticket activities|Ticket activities (optional)]]
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* [[Workflow configuration steps - Ticket message templates|Ticket message templates (optional)]]
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* [[Workflow configuration steps - Unique workflow key|Unique workflow key (optional)]]
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Versione attuale delle 08:39, 4 nov 2017

A workflow is a business process, made of a sequence of activities transforming inputs into outputs with the aim to achieve specific outcomes. With itmSUITE® it is possible to support the execution of workflows by means of its embedded workflow engine.

itmSUITE® makes available a set of predefined workflows by means of workflow cartridges. These preset workflows can be modified and new workflows can be added. All workflows can be exported and re-imported by means of workflow cartridges.

This guide will go through the key steps needed to create a workflow from scratch, assuming the basic itmSUITE® configurations (company and its related master data, services, etc.) were previously completed (see Introduction to basic configuration).

Workflow configuration steps.

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