Customizing workflows and advanced configuration options

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

  1. On the workflow's details page, click the Settings icon and select Convert to Custom Workflow.

    convert-to-custom-workflow.png
  2. On the warning dialog window that appears, click Convert to Custom Workflow

You can find more information on creating and managing your workflows here.

 

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