Manage scenario workflows

Create or update a workflow

  1. Navigate to the Workflows section
  2. Search for the scenario for which you wish to edit the workflow.
  3. Navigate to the detail view
Create or update a scenario workflow

Create or update a scenario workflow

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Workflow type

Scenarios with existing workflows are identified using this column

  1. Edit the workflow detail and save
Edit workflow

Edit workflow

The types of workflows currently available are:

Workflow typeWorkflow triggerDescription
Create new case for decisionA decision is createdCreate a new case every time a decision is created for this scenario, for specific outcomes.
Add decision to an existing caseA decision is createdTry to add the decision to an open case corresponding to the same pivot value. If none is present, fall back to creating a new cas

Delete a workflow

  1. Navigate to the Workflows section
  2. Search for the scenario for which you wish to delete a workflow
  3. Navigate to the detail view
Go to scenario workflow detail view

Go to scenario workflow detail view

  1. Click on the Delete red button at the bottom
Delete an existing workflow

Delete an existing workflow