Configure status transition flows for the different profiles in your organization. For instance, you can allow managers to cancel a service, while the field employees will not have this option.
1st page


Persona Based Business Flows – Implementation Overview

Follow these steps to implement this feature in your org:

  1. Specify the complete list of available service status transitions.
  2. Per each status transition, specify the list of profiles who have the permission to perform it.

Implementing Persona Based Business Flows in your org

  1. Configure status transition:

    Please follow the steps in the guide below to define your org service life cycle – the different status transitions available to support your business flows.
    Status tranistions
  2. Configure profile based permissions
    after you have defined the full service life cycle in the previous step, you can now indicate that certain transitions are allowed only to specific profiles.restrictions based on profiles