Workflow

The process becomes a drawing - and the ticket follows the drawing

Every support team has processes that depend on someone remembering the right order: the task that comes before the approval, the ticket that must be opened for another team, the step that cannot be skipped. Workflow turns that process into a visual BPMN-style flow bound to the ticket category or to a native GLPI form - the ticket is created and the flow starts on its own (or waits for the manager's approval, when the process calls for it), creating tasks and enforcing each step in the drawn order.

LicensedGLPI 11 and 12

Features

The drawing holds activities (task, follow-up, quorum approval, child ticket creation and a questionnaire requested inside the ticket), gateways that choose the path automatically - based on ticket data, on the answers from the source form or the questionnaire, or on the outcome recorded in the previous task -, parallel paths and three kinds of end, including automatic ticket resolution. The approval goes to the template's approvers or to the manager the requester picked in the form, and the child ticket is born with the requester, the observers, the location and the assets of the source ticket. Each step can carry a deadline in working hours based on the flow's calendar, with a time report that spans tickets, and, with the Smart Notify module, the task's technician and group are alerted in the bell when the deadline is close and when it is exceeded.

Messages carry the process data: the text of the GLPI templates (task, follow-up, solution, approval and ticket) uses the answers from the form and the questionnaire and the response of an integration. Each output of a decision can combine several conditions, such as "category Network and urgency high", and a task can put the ticket on Pending with a reason while it is open (the ticket's deadline stops) and return it to processing when it is completed. In environments with several companies, each flow applies to the entity where it was created, and the branch's flow takes priority over the head office's general one.

Execution is governed: flows are published as immutable versions and each ticket follows the version it was born in - you can edit the draft without touching anything in progress. While a step is pending, the ticket is protected against changes that would run over the process, and the banner and the "Flows" tab show the journey, the current step and who owns it - including for the requester in the simplified portal. And if a flow stops because of a failure, whoever looks after the flows gets the alert in the GLPI bell, which opens the ticket's "Flows" tab directly.

With the Workflow - HTTP Integrations add-on, contracted separately (pricing in the customer area of the portal), the flow also talks to other systems: the HTTP request element calls the API of a system registered in the Connections tab (Protheus, Azure DevOps, Microsoft Graph or any HTTPS API), with the ticket data and the form answers, and the path continues through "Responded" or "Failed" and through the content of the response. The call leaves from the NexTool cloud, from a fixed IP to allow in the firewall, and the target system must be published on the internet. Authentication is stored in the cloud, never in GLPI.

Visual BPMN-style builder: tasks, approvals, child tickets, decisions and parallel paths

Triggering by category, by a native GLPI form or by a business rule, at opening or only after the ticket's approval, with extra conditions and manual start from the ticket button only for the flows that allow it

Native approval with per-step quorum, for the template's approvers or for the manager chosen in an answer (such as Form Extender's "Group user" question), and ticket status controlled by the flow

Per-step deadline in working hours, with a time report that spans tickets and a bell alert when the deadline is close and when it is exceeded

Immutable published versions - tickets in progress never change rules midway

Banner and "Flows" tab in the ticket: journey, current step and owner, also for the requester

Questionnaire inside the ticket, for the requester (also in the self-service portal) or a technician, with ten question types (including e-mail with allowed domains) and conditional questions

Integration with external systems over HTTP, such as Protheus and Azure DevOps (Workflow - HTTP Integrations add-on, contracted separately)

Child ticket filled in from the source ticket: requester, observers, location, assets and text with the process answers

Messages with the process data: the text of the GLPI templates uses the answers from the form and the questionnaire and the response of the integrations

Flows by entity: a general process at the head office and a specific one per branch, without mixing one company's flows with another's

Ticket on Pending with a reason while a step waits, and back to processing when it ends

Bell alerts when a flow stops because of a failure or an integration gets no response (with the Smart Notify module)

How it works

Step 1

Draw the flow

Drag activities, gateways and events onto the diagram and configure each element with a double click: task template, approval template, questionnaire template, decision rules, outcomes. The help icon opens the flow builder guide, with the most common patterns already drawn.

Step 2

Publish a version

Publishing validates the drawing - nothing loose, every port with a path - and freezes an immutable version. Activate the flow and set the category or form that triggers it, whether it starts at opening or after the approval, and the entity where it applies.

Step 3

Track the execution

New tickets enter the flow on their own, at opening or after the approval. The "Flows" tab shows the journey, times and approvals; the per-step time report crosses tickets and teams.

See it in action

A quick tour of what the plugin does in practice.

Image gallery

The flow's alerts arrive in the bell

Smart Notify, which is free, is where Workflow's alerts show up: the task close to its deadline or past it, for its technician and group, and the flow that stopped because of a failure, for whoever looks after the flows.

Discover Smart Notify

Start using Workflow

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