Migrate to Process Designer

As an administrator, you can migrate your existing auto routes and workflow actions to the Process Designer.

• You can use auto routes while defining entry criteria
• You can use workflow actions while configuring the workflow steps.

The migration utility displays only the user defined workflow actions and auto routes.

Prerequisites and Considerations

Prerequisites

• Knowledge on how to create a process flow in your organization.
• Administrator privileges.
• Knowledge on configuring predefined process workflows in the application.
• Understand the existing auto routes functionality such as, matching condition, time slip, set fields, and sort order.

Considerations

• The new process workflow entry criteria matches the migrating auto routes.
• When the new process flow is published with the migrated auto route, the migrated auto route is added to the process designer.

Migrate to Process Designer

To migrate to process designer, follow these steps:

1. Log in to the Serviceaide Intelligent Service Management and navigate to MANAGE> ADMINISTRATION> Tools> Process Workflows.

2. To add existing auto routes to a new or an existing process workflow:

   1. Open the process workflow in process designer and select the entry criteria.

   2. Click Use migration utility to migrate existing auto routes and Auto route migration utility opens.

   3. Define the matching conditions and click Next.

   4. Select the auto route that you want to apply and click Next. The auto route is added as assignment rule to the process workflow.

      Note: You can select multiple auto routes for a process workflow.

   5. Select the notification template that you want to apply and click Save & Finish. The auto route and the notification template are added to the process workflow.

   6. To verify, click the Assign tab and see that all the selected auto routes are added to Auto Assignment Rules.

      Only 5 Auto Assignment rules can be viewed on the Assign tab. Click on Export the Assignment Rules to export the list of all the rules assigned to the selected Process Workflow in a CSV file.

   7. Click the Notify tab and see that selected notification templates are added to the Email Template to Notify.

3. To add existing workflow action to a new or an existing process workflow:

   1. Open the process workflow in process designer and select Add Step tab.

   2. Click Use Migration Utility to migrate existing actions and workflow actions migration utility opens.

   3. Define the matching conditions and click Next. A list of available workflow actions are displayed.

   4. Select the workflow actions that you want to add to the process workflow and click Add. The workflow actions are added to process workflow.