How to call workflow activity from incident table
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07-28-2025 09:21 AM
I created one workflow that sends an email notification to the caller's manager for approval when the caller creates a P1 incident. Once approval is received from the manager, the P1 incident state changes to In Progress. But I am not sure how I can invoke this workflow, as I don't see the process engine section available in the incident form, even though I am trying to add it from the form layout but am unable to find it. I appreciate all your responses on how I can call this workflow. For your information, I am not using Flow Designer to achieve this.
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07-28-2025 10:39 AM
Hi @cherlakolas ,
Why don't you add these condition in the work trigger as below, you can add other conditions if required.
Hope this helps if so,
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07-28-2025 10:41 AM
You might have to create a business rule on the Approvals table that updates the incident state once the approval is received.