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Updated on April 22, 2025

Documentation

  • Access and Visibility
    • Resources
    • Roles
    • Creating and Managing Roles in Deepser
    • Creating a new user
    • Password Reset
    • New User Registration
    • LDAP Configuration
    • SSO Deepser Configuration
    • SSO Login/Provisioning Configuration – Azure
    • Multi Factor
    • Groups
    • Groups Creation
    • Manage Users in Groups
    • Company
    • Companies in Deepser
    • Company Creation
    • Parent Companies
    • Email Domains
    • Sync Account CRM Companies
    • Advanced Sync
    • Visibility management in Deepser
    • Permission and Visibility Handling
    • Groups and Rules Definition
    • End Users Visibility Overview
    • Entities Portal Visibility
    • Empowered End User (EEU)
    • Company Supervisors
    • Additional Companies
    • Access Groups
    • Access Users
  • Activity, Worklogs & Comments
    • DeepActivity Comments
    • Placing a comment
    • Comments System Configuration
    • DeepActivity Worklog
    • Entering a Worklog
    • Enabling Worklogs in the User Portal
    • Worklog Global Grid
    • Worklog Global Grid Configuration
    • Activity Global Grid Advanced Configuration
  • Board
    • Enable groups to create boards
    • Creating a FreeForm Board
    • Creating and customizing a Lane
    • Entry Creation
    • Board Live
    • Live Board Creation
    • Advanced Live Board Configuration
    • Creating and customizing a Lane
    • Creation and Advanced Configuration of a Lane and Drop Code
  • Categories
    • Category Overview
    • Category Configuration
    • Category Usage
  • Chat
    • Using the Chat
    • Enabling the Chat on Portals
    • Chat Rooms and Moderators
    • Public Chat
    • Configure a Public Chat Widget
    • Chatbot
    • Chatbot Flow – Example
  • CMDB
    • Deepser CMDB
    • Enable CMDB in the User Portal
    • User Portal CMDB Grid Configuration
    • Advanced Configuration of CMDB Grids
    • Class, Type and Subtype
    • Configuring a CI
  • CRM
    • Deep CRM
    • Creating an account in the CRM
    • Creating a contact in the CRM
    • Creating an opportunity in the CRM
    • Contact Types in CRM
    • Opportunity Types in CRM
    • CRM Lists
    • Sync Contacts and Accounts
    • Address Functioning
    • Sales
    • Mailchimp Integration
  • Deepser API
    • API Notions
    • API Endpoint and URL
    • API Verbs and Format
    • API Authentication
    • API Main Methods
    • Retrieve
    • Multiple Retrieve
    • Create
    • Update
    • Delete
    • API Entities
    • API Company
    • User API
    • Group API
    • Service Operation API
    • Service Type API
    • Activity API
    • CMDB CI API
  • Deepser Fundamentals
    • Deepser Backend
    • Deepser User Menu
    • Deepser Navigation Menu
    • Global Search Usage
    • Deepser Home Page
    • Grids
    • Filters and Order
    • Export Data
    • Mass Action
    • Mass Action Configuration
    • Grid Creation and Cloning
    • Configuring Grids
    • Advanced Collection Configuration
    • Grids Render and Options Configuration
    • Grids Custom Options Configurations
    • Grids Renderer Tooltip Example
    • Grids Renderer Link Example
    • Grids System Configuration
    • Form Template Theory
    • FormTemplates
    • FormTemplates Structure and Buttons
    • Form Template Selection and Creation
    • Form Template Configuration
    • Form Template Structure Configuration
    • Formtemplates Fieldset Configuration
    • Formtemplates Buttons Configuration
    • Formtemplates Field Configuration
    • Advanced Form Template Rules
    • Custom Button Configuration
    • Buttons Conditional Hiding
    • User Portal
    • Browsing the user portal
    • Managing Tickets in The User Portal
    • User Portal Additional Features
    • Configuring Portal Groups
    • Configuring Portal Requests
    • Configuring Service Operations in the User Portal
    • Enabling Other Modules in the User Portal
    • Enabling Other Modules in the User Portal Grid
    • Guest Portal
    • Enabling the Guest Portal
    • Guest Portal Visibility Configuration Overview
    • Enabling Service Types on the Guest Portal
    • Adding a Portal Group in the Guest Portal
    • Adding a Portal Request in the Guest Portal
    • Editing Form Templates in the Guest Portal
    • Enabling Categories in the Guest Portal
    • Enabling Notifications for Guest Users
    • Knowledge Base in the Guest Portal
    • CMS in the Guest Portal
    • Cache Management
    • Quick Reply
    • Mentions
    • Module Creator – Creating a custom module
  • Email Integration
    • Email Integration in Service Management
    • Enable Embedded Images on Message Body
    • Mailbox
    • Configuring an Outgoing Mailbox
    • Configuring an Incoming Mailbox
    • OAuth Client for Email Integration
    • Email Loop Management Tool
    • AZURE OAUTH CLIENT
    • Google Oauth Configuration
    • Email Rules
    • Email Rule Configuration
    • Advanced Email Rule Configuration
    • Avoid Duplicate Tickets By Email
    • Managing additional Email recipients
    • Email Events
    • Enabling / Disabling an Email Event
    • Custom Email Events Creation
    • Custom Email Events Configuration
    • Attach Report to Email Notification
    • Email Templates
    • Email Template Configuration
    • New operation notification template for Requester User
    • New or Updated comment notification template for Requester
    • Email Webclient
  • Escalation
    • Escalation rule levels
    • Configuring Escalation Rules
    • Configure an escalation rule that modifies entity.
    • Escalation rule that sends an email notification
    • Create an escalation rule that is based on a metric
    • Configure an escalation rule that generates other entities
  • Importing Data
    • Import Foundamentals
    • Import Creation
    • Import Basic Data Binding
    • Import Before Run
    • Import Before Run Tutorial
    • Import Before Row
    • Import Before Row Tutorial
    • Import After Row
    • Import Binding The Unique Field “Code”
    • Import Binding the Type Value
    • Import Binding the Dates Values
    • Import Binding a Company, creating the record if it doesn’t exist
    • Global Import
  • IT Asset Management
    • IT Asset Models
    • ITAM Automatic Scan Configuration and Usage
    • ITAM Configuration
    • AnyDesk
    • Supremo
  • Knowledge Base
    • Reading the Knowledge Base
    • Knowledge Base in Service Operations
    • Article Configuration in Knowledge Base
    • Knowledge Base Configuration
    • Knowledge Base Standard Filters
    • Knowledge Base Advanced Filters
  • List
    • Introduction to lists
    • Creating a new list
    • List Values and Model Visibility
    • Use a list as the basis of a custom field
  • Password Management
    • Configuring a Password
    • Using a Password
    • Private Password
    • Password System Configuration
    • Enabling Password Manager Portal
    • Custom Deeppassword fields
    • Password Audit
  • Relations
    • Using a Relation Grid field
    • Configuring a Relation
    • Modifying relation using a custom event.
    • Opposite relation
    • Column Configuration
    • Relation Graph View
  • Service Management
    • Introduction to Services in Deepser
    • Service Operations
    • Creating a Service Operation
    • Adding Comments, Activities, Attachments and Tasks to Operations
    • Service Operation Main Fields
    • Service Operation Additional Fields
    • Service Operation Activities, Relations, Email and SLAs
    • Service Types
    • Routing rules
    • Configuring Routing Rules
    • Advanced Routing Configuration
  • SLA
    • Calendar
    • Metrics
    • Goal
  • Task
    • Creation of task type
    • Form configuration of task types
    • Task Global Grid
    • Task Global Grid Configuration
    • Task Global Grid Advanced Configuration
  • Workflow
    • Workflow Overview
    • Flow Designer
    • Flow Trigger
    • Workflow – Stage Set
    • Workflow – Executions
    • Approval workflows
    • Portal Approval Structure
    • Backend Approval Structure
    • Workflow Actions
    • Workflow Logic
    • Workflow Samples
    • Multi Stage Flow
    • SubFlow
  • Inventory
    • Inventory Overview
    • Inventory Configuration
    • Warehouse
    • Item
    • Movement
  • Custom Fields
    • Custom Field Overview
    • Custom Field – Creation
    • Custom Field – Element Type Simple
    • Custom Field – Element Type Advanced
  • Folder icon closed Folder open iconCustom Event
    • Custom Event Overview
    • Custom Event – Creation
    • Custom Event – Type
  • Dashboard
    • Dashboard Overview
    • Panel Configuration
    • Chart Configuration
  • Project
    • Project Module
    • Gantt
    • Project Task
    • Resource Grid
  • Calendar
    • Calendar Configurations
    • Internal Calendar Configuration
    • Calendar Configuration Example
    • External Calendar Configuration
    • External Calendar – Google Calendar Configuration Example
    • External Calendar – Outlook Calendar Configuration Example
    • Calendar Usage
  • Survey
    • Survey Overview
    • Designer
    • Survey
    • Dashboard
  • Contract and Contract Line
    • Contracts and Contract Lines – General Overview
    • Contracts
    • Contract Lines
    • Contract Creation
    • Line Creation
    • Associate a Contract / Line with other entities
    • Contract Type
    • Line Type
    • Contracts and Escalation Rules
  • Report Documentation
    • Report Configuration
    • Report Usage
  • Sales
    • Catalog and Price List Overview
    • Catalog Configurations
    • Product
    • Price List
    • Billing Overview
    • Order Billing
    • Lines Billing
    • Worklogs Billing
    • Movements Billing
    • Operation Billing
  • Folder icon closed Folder open iconIntegrations
    • Teams Integration
    • NinjaOne Integration

Workflow

Estimated reading: 1 minute

Based on the ITIL framework, a service request and/or a change request can cause the generation of a workflows.

By definition, a workflow is the sequence of steps involved in moving from the beginning to the end of a working process.

Workflows allow companies to create consistent, standardized work and standardized workflows help companies operate effectively to reach their business goals.

Deepser, the ITSM software, allows you to generate a working process, e.g. an approval process, using the Approvals module and the Flow module.

Articles

  • Workflow Overview
  • Flow Designer
  • Flow Trigger
  • Workflow – Stage Set
  • Workflow – Executions
  • Approval workflows
  • Portal Approval Structure
  • Backend Approval Structure
  • Workflow Actions
  • Workflow Logic
  • Workflow Samples
  • Multi Stage Flow
  • SubFlow

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