How to customize a workflow for assets?

You can create a custom request flow to manage assets through orders.

To set up the workflow:

1. Go toAdministrative > Requests.
   
   
2. Click the button“Configuration”.
   
   
3. Select“Create template”.
   
   
4. Define:
   
   
   • Type of workflow
     
     
   • Process stages
     
     
   • Authorized requesters
     
     
   • Permissions and conditions
     
     

To have the flow automatically create an order in the assets module:

• In thefinal action, select“Generate order in Asset Management”.
  
  

The order will appear in the tabPending, ready to assign an asset.

🤖 This article was translated using artificial intelligence. View original article.