How to Use Work Request Templates in Smart Workflow?
Sohaib
Last Update a year ago
Infodeck > Left Navigation Bar > Smart Workflow
1. Follow the above-mentioned workflow to land on the Smart Workflow screen.
2. For a smart workflow you want to associate a work request template to, click the three-dot icon located under the Actions column. This reveals a couple of options.
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3. From these options, click Details. This displays the details of the selected smart workflow.
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4. Navigate to the Action dropdown and click the + Add action button. This reveals a dropdown.
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5. From these options, select Submit Request. Doing so reveals the Work Request Template dropdown.
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7. Select the template you want to use from this dropdown. Once selected, click the Update button.
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