Use Torq's workflow automation to elevate the efficiency of your case investigations. This guide will walk you through triggering workflows directly from cases, enabling rapid responses and systematic actions tailored to your investigative needs.
To trigger a workflow from a case:
Run a workflow: Execute one of the workflows provided for case management.
Actions: Execute a workflow that was suggested for this specific case.
Run a Workflow
Navigate to the Cases page.
Select the case you wish to work on.
Click on Run a workflow to display the available workflows.
Select a workflow from the list to run it.
Monitor the workflow's progress and outcomes directly within the case timeline.
Execute Actions
Access the Cases page and open the desired case.
Recommended actions, specifically tailored to the case, appear at the top of the case timeline. Select Run a workflow to view all suggested actions and the complete list of workflows available for cases.
Select an action to execute and follow the workflow's execution as it progresses directly within the case timeline.
Track workflow execution
The status of a workflow triggered from the case is dynamically updated within the case timeline:
Each execution status entry in the timeline details the workflow’s name, which can be clicked to access the execution run log.
Timeline comments added by the workflow also include direct links to the execution run log.
