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 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 cases option in the workflow’s trigger settings.
Creating Actions for Specific Cases
Actions allow for the selective enablement of workflows tailored to specific cases. These workflows don't have to be exposed to all cases.
To create an action, add the Create an action for a case step to your workflow.
Specify the case ID, a concise and descriptive title for the action (2-20 characters), and the workflow ID on which the action is based.
Actions appear as shortcuts to case handlers, enhancing accessibility and streamlining decision-making.
When creating an action for a case, you can specify a workflow that isn't exposed to all cases.
While the number of actions you can create is unlimited, only the first three are displayed as shortcuts in the case.
In the example below, actions are added to the case when created. The Create an action for a case step uses a variable containing a JSON object of action title and workflow name pairs as input.
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.
