From the course: Oracle: Customer Service Suite

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Building task workflow

Building task workflow - Oracle Database Tutorial

From the course: Oracle: Customer Service Suite

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Building task workflow

- [Narrator] I'm logged into Service Cloud as an administrator and ready to create a simple workflow. To provide my staff the ability to create a task from the basic incident form. Navigate to Application Appearance Workspaces/Workflows. In the ribbon select New Workflow and then on the Insert tab Add task. A simple workflow is automatically built for you. Click on the Workspace incident to select it and find the name in the drop down list in the upper left-hand corner of the ribbon. Our Workspace is in Landon Hotels. Basic Workspaces, Landon Basic Incident. Now double-click on the connector between the workspace and the task. At the top, in the ribbon click Add Events, which looks like a little firecracker. A rules explorer opens. We want to add a named event, Fires. Click on Named Event, and this is where it's really important to remember in your workspace the exact named event that you created. In my case, I know it was Create Task. Click OK. Now, double-click on the task and we…

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