Workflow

Workflow

Radiant System

  • €1,299.00


Use Cases | Key features | User's Manual | Package installation | ConfigurationSystem requirementsRoadmap


    Use Cases

    The add-on allows one to easily define business workflow templates for common tasks. Workflow «task» tickets can be dependent on any other task(s) in that workflow, giving a high level of control over the order in which tasks are completed. A task that is dependent on preceding tasks will not appear in the queue until the preceding tasks are closed.

     


    Key features

      • Running workflow from ticket in the agent interface
      • Editing workflow templates at startup
      • Automatic start of the next workflow upon completion of the previous one (set by the Administrator in the settings)
      • Creating, editing and deleting workflow templates (performed by the Administrator)
      • Transition of the ticket to the specified state (Status, Queue, Priority, Owner) upon completion of the workflow (set by the Administrator in the settings)
      • Automatically adding the body of the last note to the dependent workflow task when the main task is closed (set by the Administrator in the settings)
      • Automatically adding the title of the master ticket to the title of the workflow tasks (set by the Administrator in the settings)
      • Automatically copying the dynamic fields of the master ticket to workflow tasks, as well as the ability to skip the specified dynamic fields (set by the Administrator in the settings)

       


      User's Manual

      Start worklow from ticket

       


      Package installation

      Please use the following URL to install the package utilizing the Admin Interface (please note that you need to be in the "admin" group).

      http://your-server/otrs/index.pl?Action=AdminPackageManager 

      The steps for installing the package are described in the official OTRS instructions for the Administrator.

       


      Configuration

      The package can be configured via the System Configuration in the Admin Interface.

      5.1. Настройка в конфигурации системы

       

      Workflow → Core (Рисунок 5.1).

       

      Рисунок 3.1

       

      • Workflow::MasterTicketDF2TaskDFSkip###ProjectManagement
      • Workflow::States
      • MasterTicketTitle2TaskTitle
      • MasterTicketFirstArticle2Tasks
      • MasterTicketDF2TaskDFSkip
      • AddLastArticleFromParent2Children
      • AddLastArticleFromLastTask2Master
      • StateBeforeArticleActions
      • Workflow::QueueMandatory
      • Workflow::DefautQueueID
      • Workflow::StateMatrix
      • Workflow::ArticleType
      • Workflow::MasterTicketDF2TaskDFSkip###AdvancedEscalations

      5.2. Module configuration

      The package can be configured in the Admin Interface

      After successful installation of the module in the “Admin” menu, in the “Miscellaneous” section, the item “Advanced request states” appears in which the module is configured

       

      • Workflows
      • Workflow state matrix

       

      Рисунок 3.1.1

       

      Рисунок 3.2. Раздел “Разное” в меню “Администрирование”.

      5.2. Workflow management

      Рисунок 3.3

       

      Рисунок 3.4

       

       

      Рисунок 3.5. Страница подробной информации о шаблоне workflow

       

       

      Рисунок 3.6

       



      Рисунок 3.7. Добавление задачи

       

       

      Рисунок 3.8

       

      3.5.2. Workflow matrix states

       

      Рисунок 3.9

       

      Рисунок 3.10

       

       


      System requirements

      Minimal requirements to hardware for OTRS:

      • Processor 3 GHz Xeon or comparable
      • RAM 8 GB RAM
      • Disk space 256 GB

      Software requirements:

      • OTRS Community Edition 6.0


        Roadmap