Make workflows accessible in case management to give investigators immediate access to necessary actions, saving time and ensuring consistent adherence to organizational protocols.
Workflows can be exposed to all cases or assigned as quick actions for selected cases, facilitating tailored responses to various scenarios.
Learn how to trigger workflows from Torq cases.
Expose workflows in cases
Ensure the workflow has an on-demand trigger and is published.
To expose a workflow to all cases, check the Expose in all cases option in the workflow's trigger settings.
Creating quick actions for specific cases
Quick actions enable the selective activation of workflows tailored to specific cases. These workflows don't have to be exposed to all cases.
Create a quick action: Add the Create a quick action for a case step to your workflow.
Configure the quick action: Specify the case ID to which the quick action will be added.
Give a concise and descriptive title for the action (2-20 characters).
Enter the workflow ID, or select the workflow by name from the dropdown list, on which the quick action will be based.
Quick actions appear as shortcuts to case handlers, enhancing accessibility and streamlining decision-making.
When creating a quick action for a case, you can specify a workflow that isn't exposed to all cases.
While the number of quick actions you can create is unlimited, only the first three are displayed as shortcuts in the case. Additional quick actions are listed at the top of the Run a workflow dropdown list.
In the example below, quick actions are added to the case when it's created. The Create a quick action for a case step uses a variable containing a JSON object of quick action title and workflow ID pairs as input. Available workflows can also be selected by name from the Workflow dropdown.
Executing and monitoring workflows within cases
When a workflow is triggered from a case, it can utilize the case ID available in the workflow metadata:
{{ $.metadata.case.id }}Use the Get case details step to retrieve additional information about the case.
Use the Add comment to case step to add key insights or updates to the case timeline.
