Assign a Workflow to a Location

Use the tree view to assign a workflow to be used for checking a location. This enables you to assign the same workflow template to multiple tier levels of locations at one time.

Alternatively, you can assign a workflow template to a location using the grid view.
Fastpath: Project Setup > Locations And Assets > Assign Checking - Tree View
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Locations And Assets > Assign Checking - Tree View.
  3. In the Locations pane on the left of the Assign Checking - Tree View screen, expand the locations tree and select the check boxes for the locations to which you want to assign a workflow template.
    To select only a parent tier without selecting all its child tiers, first click the Toggle Parent button .
  4. In the Assign one Workflow Template grid, select the check box for a workflow template and click .
    The Select Classification window appears.
  5. In the Select Classification window, select the check box next to each classification that you want and click Assign.
    Note: To assign the workflow to only the Location(s) you selected in the previous screen, select the last option in the list (All Selected Locations And Assets) before clicking Assign.
The workflow template is displayed in bold next to each location or asset.

After devices have been synced, the workflow status for the location also displays in the Field View app.