Defining Workflow for the Self Service Portal
- View Forms — The SSP uses these forms to display the details of existing objects such as
Approval Requestsand Incidents. Each object class that is available in the SSP has a single View Form. Create Actions— The Self Service Portal uses Create Actionsto prompt customers for relevant information when they create a new Incident orEquipment Reservations and to initialize some properties of this new object, particularly those that are not visible in the SSP. You can configure multiple Create Actions for different types of objects you want to provide.
Steps — Steps specify how customers update objects when they choose to perform an action in the SSP (update an Incident, approve or reject an Approval Request, etc.) and how this action affects other participants of the business process. When actions require input data, the Step provides initial values from the Template or prompts the customer to provide input using a Form. For each object class available in the SSP, you can configure multiple Steps for different actions.