Configuring Issue Workflow Routing Rules

You can automate the assignment of issue workflows using condition-based routing rules based on issue attributes. These routing rules help provide more control and flexibility when using workflows to remediate issues.

Important:

The ability to view the Issue Workflow tile is controlled by the Custom Issue Workflow View permission.

To add a routing rule

  1. On the IT & Security Risk Management menu, select Setup > Workflows.
    The Workflows screen appears.
    Note:

    Issues Access

    Currently, you can access Issues from IT & Security Risk Management, Policy Management, Compliance Automation, and Third-Party Risk Management.

  2. Click the View button on the Issue Workflows & Routing Rules tile.
  3. Select the Routing Rules tab.
  4. Click the Create Rule button.
  5. Configure the routing rule. For more information, see Routing Rules Screen Reference.
  6. Click the Save button to save the routing rule.

Routing Rules Screen Reference



Field
Description
Rule Name

Enter a name for the rule.

Add Condition Button

Click the Add Condition button to add a new condition to the routing rule.

Conditions

Select All or Any.

Note:

This field only appears if multiple conditions are added.

If you select all, the rule will only be triggered if all of the criteria are met.

If you select any, the rule will be triggered if any of the criteria are met.

Condition Block

Trigger: Select Attributes. Currently, you can only create routing rule conditions using attributes.

Attribute
Select the attribute for the conditional trigger. Custom attributes can be managed in the Attribute Manager.
Operator: Select an operation for the chosen attribute.

The available default operations include the following:

  • Equal To

  • Greater Than Or Equal To

  • Less Than Or Equal To

  • Contains Any

  • Does Not Contain

Value
Select a value option to complete the conditional trigger. Custom value options can be managed in the Attribute Manager.
Actions

Select the Workflow that will be assigned when the conditions are met.