How to Create Workflow

Aim of this article

This section shows how to create a workflow for various actions in PlatformManager, such as creating a new partition or assigning specific permissions. 

Related sections

Workflows Tab (Reference Manual)

Required permissions

Workflow - Default workflow - edit (global permission)

Steps:

  1. Go to the Workflows tab.

  2. After you click the Create Workflow button, there are the following fields to fill in:

    • Name – Name of your choice. 

    • Account – Select either a specific account or All Accounts.

    • Action – Select one of these values:

      • Create Partition

      • Copy/Move Partition

      • Delete Partition

      • Permission Assignment – You can run an approval, if one of the following permissions is being assigned:

        • Alerts - edit

        • Partition - allow create/delete

        • Global asset class

      • Calculation Engine Request

      • Eng Support User request

      • If All Accounts is selected, there are additional options: 

        • Delete instance

        • Delete IM instance

    • Approvers – Defines who should approve the request – either individual users or user groups or roles. 

    • Number of users to approve – Sets what the minimal number of approvals is. 

    • Add Approval – Allows you to add another step to the approval. The step is added using the AND condition.

  3. Click Save.

PlatformManager version 1.75.0