Create a request flow in Workfront
This video provides a step-by-step guide on creating a request flow by configuring queue topics, topic groups, and routing rules. The process begins with creating routing rules, which define how requests are assigned. Next, topic groups are created to organize requests. These groups can be added to queues, and there is no limit to the number of topic groups that can be created.
The video then demonstrates how to create queue topics, which are linked to routing rules, topic groups, custom forms, approval processes, and default durations.
Finally, the video shows how to test the setup by submitting a request to ensure it is routed correctly. If any issues arise, adjustments can be made to the queue. The video emphasizes the importance of verifying the structure and functionality of the request flow to ensure proper routing and organization.
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.