Template Workflow for Mitigation Measures

Template Workflows allow you to create reusable workflows that dynamically update task details for Mitigation Measures. This ensures consistency and automation when creating actions related to risk mitigation.


Creating a Template Workflow

  1. Go to the Workflows page.
  2. Click Create new workflow.
  3. Select Template as the workflow type.
  4. Select Mitigation Measure as a Related Object.
  5. Build the workflow as usual .


Using Workflow Variables

When creating a Template Workflow, you can insert dynamic fields. These variables will automatically populate task information from the related Mitigation Measure.


Example variables:

  • Name: {{mitigation_measure.name}}
  • Description: {{mitigation_measure.description}}
  • Days to complete task: {{input.days_to_complete}}
  • Owner: {{input.responsible}}

These variables ensure task details are automatically populated with relevant information.


Configuration of the Workflow

  1. Select an event trigger: Mitigation Measure created.
  2. Configure the task step using the variables above.

  1. Connect the elements: Event → Start → Task → End.
  2. Save and activate the workflow.

Once activated, a New Task option will appear within each Mitigation Measure, allowing you to generate a corresponding task using the pre-defined template.

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