Skip to main content

Request Processing

The Request Processing Preference page enables you to define and add processing steps. Each processing step defines a workflow/sub-process for the item and has a corresponding module that powers it.

Any configured processing step runs after all (blocking) questionnaires and reviews are completed.

Reviews, by default, block processing steps and must be completed prior to the processing steps running. You can configure reviews to not block processing steps.

Add and Configure a Processing Step

To add a processing step, follow the steps below:

  1. In the Processing Steps table, scroll to the bottom of the table and select the Create Row button, preference-table-create-row.png. The Create Row window displays.

  2. Configure by entering values for the relevant fields:

    Remember, you can select the insert field button, insert_field.png, to add dynamic values.

    1. Name (Required) - Enter a name for the processing step.

    2. Display Name - Enter a name that displays for the requester as the step name; this name displays in the “Next Step” view.

    3. Description - Enter a description of the processing step.

    4. Processing Module (Required) - Select the module that performs the actions in the downstream system.

    5. Policy Reference - Select the policy you want to reference in the processing step.

    6. Skip Conditions - Define the conditions that determine when the processing step is skipped.

    7. Required Questionnaires - Select which questionnaires are required before the processing step runs.

    8. Doesn't Block Cycle? - Select whether to prevent the request from continuing to downstream stages of the workflow until this processing step is completed.

    9. Show in Next Steps - Select whether the processing step displays in the “Next Steps” view (side panel of the main request interface).

    10. Show in Tracker Tab - Select whether to include the processing step as a tab in the main interface. For example, if this step is a conditional step that’s rarely required, you might consider hiding it in the main interface.

  3. When finished, select Create. The processing step is created.

In this section: