# Workflow Processes

You can create workflow templates, requests, and tasks for the workflow processes that are enabled on your ASM System.

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### Creating a Workflow Process

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### Before you start

You must have **Workflow Management Set Up** enabled within your General Access Security Role to work with workflow processes.
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1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Workflow Management**.
2. Select the **Workflow Processes** option. The **Workflow Processes** window appears, with a browse table listing the existing processes. You can adjust the column widths if required.
3. Select the New icon. A blank row is inserted in the browse table.
4. Complete the details:<br>

<table data-header-hidden><thead><tr><th width="251"></th><th></th></tr></thead><tbody><tr><td><strong>Name</strong></td><td><p>Type the name for the process.</p><p>Although it is possible to specify several workflow processes with the same name and color, this is not recommended as they will be difficult to identify when you are selecting from a list elsewhere in the application.</p></td></tr><tr><td><strong>Enabled</strong></td><td>Select to enable the workflow process. Disabled workflow processes are not selectable elsewhere in the application.</td></tr><tr><td><strong>Abbr</strong></td><td>An abbreviation to be used to display linked requests in the <strong>Request Linking</strong> diagram.</td></tr><tr><td><strong>Color</strong></td><td><p>A color to identify the workflow process linked to a request on the <strong>Info Panel</strong> of the <strong>Request Details</strong> window and in the <strong>Request Linking</strong> windows. Click in the box and use the drop-down list to select the color you want.</p><p>Although it is possible to specify several workflow processes with the same name and color, this is not recommended as it will be difficult to identify when you select it from a list elsewhere in the application.</p></td></tr></tbody></table>

Select to save the changes. Provide the Change Reasons if prompted to do so.

### Enabling a Workflow Process

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Workflow Management**.
2. Select the **Workflow Processes** option. The **Workflow Processes** window appears, with a browse table listing the existing processes. You can adjust the column widths if required.
3. Identify the workflow process you want to enable and select the checkbox in the **Enabled** column.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Updating a Workflow Process

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Workflow Management**.
2. Select the **Workflow Processes** option. The **Workflow Processes** window appears, with a browse table listing the existing processes. You can adjust the column widths if required.
3. Select the workflow process you want to update. Make the necessary changes.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Changing the Display Order of Workflow Processes

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The order in which the workflow processes are listed on this window is the order in which they will be displayed for selection throughout ASM Core.
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1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Workflow Management**.
2. Select the **Workflow Processes** option. The **Workflow Processes** window appears, with a browse table listing the existing processes. You can adjust the column widths if required.
3. Use the reordering icons to change the order of the processes.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Deleting a Workflow Process

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You cannot delete a workflow process. Instead, you disable it.
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1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Workflow Management**.
2. Select the **Workflow Processes** option. The **Workflow Processes** window appears, with a browse table listing the existing processes. You can adjust the column widths if required.
3. Identify the workflow process you want to disable and deselect the checkbox in the **Enabled** column.
4. Select to save the changes. Provide the Change Reasons if prompted to do so.
