The Problem
I want to customize a workflow in xMatters, but the features I'd like to amend aren't available.
Environment
All versions of xMatters
The Cause
You may be trying to edit one of our built-in workflow templates, which are pre-configured with default settings.
There are two types of templates that you can use:
- Built-in workflows can be installed directly and have a streamlined configuration process.
- Custom workflows are available for download, along with detailed configuration and setup instructions.
If you select a built-in workflow and need to customize it, some options will not be available. (Aslo, only users with the Developer role in xMatters can create or edit workflows - check to make sure it's not just a permission issue.)
Resolution
If you need to modify a built-in workflow, you'll need to convert the template to a custom workflow. Converting a built-in workflow to a custom workflow is permanent. But, once converted, your custom workflow will still function exactly as the previous built-in workflow.
Converting built-in workflows to custom workflows
-
On the workflow's details page, click the Settings icon and select Convert to Custom Workflow.
-
On the warning dialog window that appears, click Convert to Custom Workflow.
You can find more information on creating and managing your workflows here.
Comments
0 commentsPlease sign in to leave a comment.