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How to Configure Activity Management Workflows

Bill Anderson|Last Updated: 8/15/2016

Applies To: System Center 2016 Technical Preview - Service Manager

Use the following procedures to automatically assign all unassigned manual activities to a named user and then validate the creation of workflow.

Before you can complete the steps in this procedure, you have to create the following templates:

The new workflow you are about to create applies the Set named user as the Activity Implementer template, which assigns the named user all the activities that do not have a designated activity implementer. The New Activity Assigned Received Template sends notification to a user if the email notification channel is configured.

To create an activity management workflow

  1. In the Service Manager console, click Administration.

  2. In the Administration pane, expand Administration, expand Workflows, and then click Configuration.

  3. In the Configuration pane, click Activity Event Workflow Configuration.

  4. In the Tasks pane, in the Activity Event Workflow Configuration area, click Configure Workflow Rules.

  5. In the Select a Class dialog box, in the Name list, select Manual Activity, and then click OK.

  6. In the Configure Workflows dialog box, click Add.

  7. On the Before You Begin page of the Configure workflows for objects of class Manual Activity wizard, click Next.

  8. On the Workflow Information page, in the Name box, type a name for the workflow. For example, type Assign Unassigned Activities to *named user*.

  9. Optionally, in the Description box, you can type a description of the new workflow. For example, you can type This workflow automatically assigns unassigned manual activities to the *named user*.

  10. In the Check for events list, select When an object is created.

  11. Make sure that the Enabled check box is selected, and then click Next.

  12. On the Specify Criteria page, on the Changed to tab, in the Related classes list, select Manual Activity.

  13. In the Available properties list, select the Stage check box, and then click Add.

  14. In the Criteria area, next to the [Activity] Stage box, select equals, select Approve for the value, and then click Next.

  15. On the Apply Template page, make sure that Apply the selected template check box is selected.

  16. In the Templates list, select Set named users as the Activity Implementer, and then click Next.

  17. On the Select People to Notify page, select the Enable notification check box.

  18. In the User list, select Assigned to User.

  19. In the Message template list, select New Activity Assigned Received Template, click Add, and then click Next.

  20. On the Summary page, click Create.

  21. On the Completion page, click Close.

  22. In the Configure Workflows dialog box, click OK to close it.

To validate workflow creation

  1. In the Administration pane, expand Administration, expand Workflows, and then click Status.

  2. In the Status pane, verify that the new workflow template titled Assign Unassigned Activities to the *named user* is listed.

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