Customise Workflows
Overview
Defines how a complaint moves from creation to closure with states, actions, roles, and SLA.
Configured in workflow service and linked to a businessService
(e.g., PGR).
Customise only when adding/removing states, changing roles, or altering SLA rules.
Used by Workflow service to control and validate status transitions.
Workflow – Config vs Customisation
Config: Update workflow states, actions, roles, and businessService values in workflow (no code change, just configuration update).
Customisation: Needed only if workflow logic involves dynamic role assignment, conditional state changes, or integration with external systems.
When to change: Adding/removing states, new approval layers, SLA changes, or parallel approval paths.
Steps
View existing workflow
Use the Search API provided in the Postman collection to retrieve the current workflow configuration. This retrieves the entire JSON structure for the specific business service.
Prepare the update payload
Take the exact response from the Search API. Paste it into the Update API request body (available in the Postman collection). This ensures you modify only what's needed while keeping the rest intact.
Make your custom changes
Modify the workflow JSON to fit your needs. A few example customisations are given below for reference.
Add new state
{
"state": "REJECTED",
"applicationStatus": "REJECTED",
"isTerminateState": true,
"actions": [
{
"action": "REOPEN",
"nextState": "PENDINGFORASSIGNMENT",
"roles": ["CITIZEN", "CSR", "CFC"]
},
{
"action": "RATE",
"nextState": "CLOSEDAFTERREJECTION",
"roles": ["CITIZEN", "CFC"]
}
]
}
Add new action to an existing state
To add a new workflow step within an existing state:
"actions": [
{
"action": "ESCALATE",
"nextState": "ESCALATED",
"roles": ["PGR_LME"]
}
]
Update roles for existing actions
Use the code below to update or remove specific role-based access.
"actions": [
{
"action": "REOPEN",
"nextState": "PENDINGFORASSIGNMENT",
"roles": ["CITIZEN", "CFC"] // Add or remove roles here
}
]
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