Configure a case monitoring service workflow
The Case monitoring service workflow can monitor when new cases are created and then automatically start a case activity or a customized workflow.
Create a case monitor service workflow
You can create a Case monitoring service workflow in WorkZone Configurator. See Service workflows in the WorkZone Configurator Administrator Guide.
Configure a Case monitoring service workflow
Prerequisites: You must create one or more rule sets that define on which cases, a case activity or a workflow will start. See Creating rule sets.
- Open WorkZone Configurator.
- Go to Process > Service workflows.
- Point to the Case monitoring service workflow that you just created, and click Edit parameters to configure the service workflow.
- Enter values for the parameters.
- Click Save.
Name | Description | Sample value |
---|---|---|
WatchInterval |
The interval in seconds between checking for new cases. A value of 60 – 300 seconds is suitable in most cases. |
60 |
ProcessOwner | The name of the contact that will be assigned as process owner of the case activity or workflow that will be started. | |
RuleSet | The name of the set of rules that determines on which cases a case activity will start. If the rules are met, the case activity or workflow starts. See Creating rule sets. |
- Click Edit and turn on Enabled to start the service workflow.