1. In the list of workflows, click the name of the workflow you want to work with.
2. Locate the form you want to create or edit a scenario for, and from its Edit menu, select Scenarios.

3. In the dialog box, do one of the following:
   1. To modify an existing scenario, click its Edit button.
   2. To create a new scenario for the form, click Create Scenario.
   3. To set scenario permissions, click Permissions (for details, see Scenario permissions).
4. Specify the available scenario settings as required, and then click Save.
5. Click Close.

For an example of setting up a scenario, see Example scenario: Severity 1 incident.

You can sort the scenarios in your workflow to make it easier for users to manage the list or quickly find specific scenarios.

To change how the Scenarios list is sorted, do one of the following:

1. To sort the list in a customized order, click and drag the scenario to change its position.

1. To sort the list of scenarios in alphabetical order (A-Z), click Sort Alphabetically. (You can't reverse this action, but can manually change the order once sorted.)

This only sorts the list as it currently appears. After sorting, edited scenarios remain in the same position, new scenarios are added to the bottom of the list.

1. From the side navigation menu, click Messaging.
2. Click the name of the form you want to create a scenario for.
   • The form opens in a side panel next to the messaging list.
3. Do one of the following (if you do not see these options, you do not have permission to manage scenarios for the form):
   • At the top of the form, click Manage Scenarios to open the Scenarios dialog box, and then click Create Scenario.
   • At the top of the form, click Save as New Scenario.
4. Name the scenario and provide an optional description, then click Create Scenario.
5. Click Close.

1. From the side navigation menu, click Messaging.
2. Click the name of the scenario you want to modify.
   • The selected scenario opens in a side panel next to the messaging list.
3. Modify the values as required.
   • You cannot replace the default values in the following form sections: Conference Bridge, Site Recipients, and Response Overrides. You can still edit the values in these sections before sending the scenario, but you cannot overwrite the default values when you save the scenario.
4. Do one of the following:
   1. To save the values in the existing scenario, click the Options drop-down list, select Save Scenario, and click Save Scenario when prompted to confirm overwriting the previous values. With this option, the values you entered become the new default values when someone uses the scenario to send a message.
   2. To save the values in a new scenario, click the Options drop-down list, select Copy Scenario, specify a name and description for the scenario, and then click Create Scenario. If your company has multiple languages configured, you may be warned about missing recordings and translations; click Save to continue. If you do not see the Copy Scenario option, you do not have permission to manage scenarios for the form.

1. From the side navigation menu, click Messaging.
2. Click the name of the scenario you want to modify.
   • The selected scenario opens in a side panel next to the messaging list.
3. Click the Options drop-down list and select Rename Scenario.
4. Edit the scenario's name and description, and then click Save.This modifies the name of the scenario for all users with access to it.
   • If you've made unsaved changes to the scenario's values you may be warned that your changes will be lost when you rename the scenario. Click OK to continue, or click Cancel to return to the scenario to save your changes before renaming it.

1. In the list of workflows, click the name of the workflow you want to work with.
2. Locate the form with the scenario you want to edit permissions for, click its Edit drop-down list and select Scenarios.

3. In the dialog box, click Permissions for the scenario you want to work with.
4. Start typing the name of a user or role in the search field and then click the user or role when it appears in the list of results.
   • Repeat this step to add additional users and roles you want to have initiator access to the scenario.
   • If you want to remove a user or role, click its red X icon.

5. If you also want the initiator to be able to edit scenarios, select the check box in the Editor column.
6. Click Save Changes.
7. Click Close.

1. From the side navigation menu, click Messaging.
2. Click the name of the scenario you want to modify.
   • The selected scenario opens in a side panel next to the messaging list.
3. Click the Options drop-down and select Permissions.]
   • If you do not see this drop-down, you do not have scenario management permission (configured in the Form Permissions dialog box) or scenario editor permission (configured in the Scenarios Permissions dialog box) for this scenario.
4. Start typing the name of a user or role in the search field and then click the user or role when it appears in the list of results.
   • Repeat this step to add additional users and roles you want to have initiator access to the scenario.
   • If you want to remove a user or role, click its X icon.
5. If you also want the initiator to be able to edit scenarios, select the check box in the Editor column.
6. Click Save.

1. To start, we navigate to the "Initial Incident" form, click the Edit drop-down list and select Scenarios.

2. Click Create Scenario and when prompted, name the scenario. In this case, we'll name it SEV-1 Service Outage. We can also give it a description.
3. Click Create Scenario.

When you create a scenario for a form, it's populated with any values that have been predefined in the form (for example, default recipients, handling options, property values, etc.), and the available sections and their order match those on the underlying form.

We want to modify some of these default values for this scenario. When someone sends a message using the form, they can modify these values further, assuming the section is visible.

1. Click Edit to display the scenario values (which will match the form defaults).
2. To save the message sender some time, we predefine the visibility, type, status, and priority/severity.

3. Next, we'll edit the default devices. The underlying form only sends notifications to work phone and email devices. However in a SEV-1, it's a greater priority to get a hold of people right away, so we add text, home phone, and home email devices.

4. We'll also change the handling options slightly to set the priority to High, and to override device restrictions and the phone intro to get the people we need involved as soon as possible.

5. And lastly, because this is a SEV-1, we set our major incident first line team as a default recipient. To add a single user, group, or dynamic team as a recipient, type the name into search bar and select from the drop-down menu. To add multiple recipients or devices, click Advanced.

6. Click Save and this scenario immediately becomes available to form senders with the correct permissions.

There are three types of permissions that can be granted for scenarios, one at the form level and two at the scenario level:

• Manage: This is set in the form sender permissions and determines whether a form sender can also create and edit scenarios.
• Initiator: Roles and users that have access to the scenario when sending the form (that is, they can see and select the scenario so that its values are loaded into the form).
• Editor: Roles and users that can edit scenarios accessed from the Messaging tab.

In this example, we'll deal with the scenario-level initiator and editor permissions. Let's assume that we want all users with the Full Access User role to be able to initiate the SEV-1 Service Outage scenario, and all users with the Incident Manager role to be able to both initiate and edit the scenario. Additionally, let's add our lead SRE (site reliability engineer) Alissa Mountjoy as a user with the ability to initiate and edit the scenario.

Click Save Changes to save the permissions you've granted for the scenario.