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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Setting a Workflow on an Action</strong></p><p><strong>- Use on a Ticket</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1419/" target="_blank" rel="noopener noreferrer"><strong>Actions</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1832/" target="_blank" rel="noopener noreferrer">Workflows</a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Setting a Workflow on an Action</span></strong></p><p>In Configuration > Tickets > Actions, you can select the action you wish to apply this to.</p><p><br></p><p>Under the Details tab of the action, there is a setting to <strong>Start a new Workflow</strong>. Here you can select which workflow you want to trigger in the dropdown when that action is used. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliMDEwM2FmLTE4NDQtNGEwMC04NDkyLTFmNGFhOGNlMmYzYiJ9.hR9Mou0y050lcI8zpthpUWZx8k83PHN-wjGB7yD8n-w" class="fr-fic fr-fil fr-dib" width="451" height="593"></p><p><strong><span style="font-size: 10pt;">Fig 1. Start a new Workflow dropdown</span></strong></p><p><br></p><p>I set mine to the Incident Management + Triage workflow.</p><p><br></p><p><strong><span style="font-size: 14pt;">Use on a Ticket</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhNTU5YzcyLTE4N2QtNDVjNS1hNDhmLTliYzdiYjFhMjEwNSJ9.SPPXVkli-aH1MlY_2aYqHOZr0kOgkx6pXCdL-6BdnPQ" class="fr-fic fr-fil fr-dib" width="980" style="width: 982px; height: 517.839px;" height="518"></p><p><strong><span style="font-size: 10pt;">Fig 2. Opening the ticket on another workflow.</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc1M2I2ZjFmLWJjYjktNDViOC1hYjYyLTAyOTI2MDk3MmUyNyJ9.BYx9WINdtTCM_XBZHa-IsDJK3ne0Mpd-pLWbsT8PeoM" class="fr-fic fr-fil fr-dib" width="978" style="width: 980px; height: 529.149px;" height="529"></p><p><strong><span style="font-size: 10pt;">Fig 3. Changing the workflow with the Email User action.</span></strong></p><p><br></p><p><strong><em>Note: Using the action again will restart the workflow from the beginning, even if the ticket is currently following that workflow.</em></strong></p><p><br></p><p><br></p>
