Invoke Rule Sets from workflows

Applies to User Roles:

System Administrator

On a Service Manager system that has Process Designer implemented, you can invoke a Rule Set from a workflow phase.

To invoke a Rule Set from a workflow phase, follow these steps:

  1. Click Tailoring > Process Designer > Workflows from the System Navigator. The workflows list opens.
  2. Select the workflow in which you want to invoke a Rule Set.
  3. Select the phase in which you want to invoke a Rule Set.
  4. Add the Rule Set in the following tabs according to your needs:

    • The On enter, On exit, Initialization, On display, On update, or After successful update tab under the Rule Sets tab.
    • The Actions tab.
  5. Save the workflow.