Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
Automation Rule
Automation rules can be added to many record types in Xurrent. They are used to automatically update Xurrent records or send an email when specific conditions...
Automation Rule Example 1
To keep a requester informed of the progress of a workflow after this workflow has been opened for a request, it is possible to include automation rules in the...
Automation Rule Example 2
When a workflow is opened for a request with a UI extension, the field values of this UI extension may need to be used by the specialist to whom one of the...
Automation Rule Example 3
When a workflow is opened for a request with a UI extension, the field values of this UI extension may indicate that one of the tasks of the workflow does not...
Automation Rule Example 4
When the completion of a task has failed, the status of its successors does not get updated to ‘Assigned’ and the workflow is placed in the status ‘Progress...
Automation Rule Example 5
When an approval task is assigned, the workflow does not continue until the approver approves. If the approver forgets, the manager of the workflow can decide...
Automation Rule Example 6
When an approval task is assigned, the workflow does not continue until the approver approves. If the approver has not approved or rejected the task, the...
Automation Rule Example 7
When a task is created based on a task template, the task gets by default the subject of the task template. To provide more detailed info to the specialist in...
Automation Rule Example 8
For a ‘Move Desktop PC’ request, the coordinator of the team ‘End-user Support, New York’ must reassign the tasks assigned to his team, to the ‘End-user...
Automation Rule Examples
The following examples of automation rules for common use cases can be used to get comfortable creating your own automation rules. Click on one of these...
Automation Rule Fields
The table below lists the fields of the Automation Rule form and provides utilization guidelines for each field.
Automation Rule Operators
There are many operators that can be used to define expressions for an automation rule. Below these operators are grouped by type and for each operator an...
Workflow
A workflow should be registered for each change that causes:
Workflow Fields
The table below lists the fields of the Workflow form and provides utilization guidelines for each field.
Workflow Template
Before a new workflow can be opened, a workflow template needs to be selected. The information of this workflow template is then used to populate the fields of...
Workflow Template Fields
The table below lists the fields of the Workflow Template form and provides utilization guidelines for each field.
Workflow Type
Workflow types are used to classify workflows . The type that is assigned to a workflow can be used by the workflow manager to decide which tasks need to be...
Workflow Type Fields
The table below lists the fields of the Workflow Type form and provides utilization guidelines for each field.