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. |
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Related sections | Workflows Tab (Reference Manual) |
Required permissions | Workflow - Default workflow - edit (global permission) |
Steps:
Go to the Workflows tab.
After you click the Create Workflow button, there are the following fields to fill in:
Name – Name of your choice.Â
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:Â
Delete instance
Delete IM instance
Approvers – Defines who should approve the request – either individual users or user groups or roles.Â
Number of users to approve – Sets what the minimal number of approvals is.Â
Add Approval – Allows you to add another step to the approval. The step is added using the AND condition.
Click Save.
PlatformManager version 1.75.0