Create a request flow in Workfront
In this step, you will learn how to create a request flow in Workfront by configuring queue topics, topic groups, and routing rules. You will start by setting up routing rules to define how requests are assigned, followed by creating topic groups to organize requests. Then, you will create queue topics that link to routing rules, topic groups, custom forms, approval processes, and default durations. Finally, you will test the setup by submitting a request to ensure it is routed correctly, making adjustments as needed to verify the structure and functionality of the request flow.
Key takeaways
- Routing Rules Setup: Routing rules determine how requests are assigned, whether to teams (e.g., Creative team) or individuals (e.g., Jennifer Campbell or Mark Lewis). These rules are created by naming them, adding descriptions, and selecting default assignees or teams.
- Topic Groups Creation: Topic groups help organize requests into categories like “Digital” and “Print.” There is no limit to the number of topic groups that can be created, and they can be nested up to 10 levels deep.
- Queue Topics Configuration: Queue topics are linked to routing rules, topic groups, custom forms, approval processes, and default durations. For example, a queue topic named “Brochures” can be associated with the Print topic group and routed to the Creative team.
- Testing the Request Flow: After setting up the request queue, it’s essential to test the flow by submitting a request to ensure proper routing and functionality. Any issues can be resolved by revisiting the queue setup.
- Flexibility in Adjustments: The system allows for modifications to routing rules, topic groups, and queue topics if anything looks out of place, ensuring the request flow remains efficient and accurate.
Next, you will learn how to apply an issue approval process in a request queue to manage the status of requests effectively.