In Cenedril you build a custom workflow in the workflow editor: open Process Administration, create a draft with New Workflow, and fill in the tabs Basics, Form fields, Workflow states, Transitions, Roles and Permissions in turn. After Save you approve the version, and the workflow is then ready for new tickets.
Create the workflow
Open Process Administration
In the sidebar open Tasks & Workflows and select Process Administration. The page lists every existing workflow with its version status.
Start a new workflow
Click New Workflow. The workflow editor opens with the title New Workflow and the tabs Basics, Form fields, Workflow states, Transitions, Roles and Permissions.
Enter the basics
On the Basics tab, enter the workflow’s Name (for example “IT change request”). The Description is optional and explains the purpose of the flow to your team.
Define fields and states
Add form fields
Switch to Form fields and click Add field. Give it a label, pick a suitable field type and, where needed, mark the field as required. The person working a ticket fills in these fields later, and you can use them in transition conditions.
Add workflow states
Open Workflow states and use Add state to create the stations of the flow (for example “Draft”, “Review”, “Done”). Mark one state as the initial state where a new ticket starts, and at least one as a final state that marks the ticket as complete. Reorder the states with drag and drop.
Set transitions and access
Configure transitions
On the Transitions tab you see each state with its incoming and outgoing transitions. Click Configure on a state and choose the transition type: Simple transition always leads to one fixed target state, while Multiple transition options offer several targets that you can optionally gate with conditions.
Create roles
Switch to Roles and use Add role to create the roles involved (for example “IT team” or “Data protection officer”). Assign the responsible Cenedril team members to each role.
Grant permissions
On the Permissions tab you define per state which role may read fields, edit fields and execute the transition. Under Who can create tickets? you decide whether everyone or only certain roles may open a ticket in this workflow.
Save
Click Save at the top right. Cenedril checks that a name and at least one state are present, then returns to Process Administration. The new workflow appears there as a draft.
Approve
Approve the version
In Process Administration, open the workflow’s version management and approve the current version. Only an approved version is used for new tickets.
Result: the workflow appears in Process Administration with its approved version, and authorised people can select it under + New ticket and move a ticket through the states you defined.