Use the report builder to create reports that trigger workflows in your CommCell environment. Creating a report component requires both the Build Your Own Reports feature and the Workflow feature.
Step 1: Review the Requirements
Refer to the following information to learn more about the permissions and requirements for Workflow.
Workflow:
Step 2: Install the Workflow Engine
Review each of the following topics to get started with the installation:
Prepare for the Installation
To gather the information that you must provide during the installation and to review other considerations, see these Preinstallation Checklist pages: Preinstallation Checklist for Workflow Engine
Perform the Installation
See Installing Commvault on Windows Computers Using the Installation Package.
Aside from the preinstallation checklist items, the Workflow Engine does not require additional preparation steps, except for retrieving the installation package.
Step 3: Build Reports
Step 4: Create a Workflow
Step 5: Add a Workflow to the Report
- To create an App package, add a workflow to the report. For instructions, see Adding a Workflow to a Report.