Create a workflow for an SLA Definition

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Automate a multi-step process by creating a workflow from an SLA definition.

    Before you begin

    Procedure

    1. Open a list of SLA definitions.
      For example Facilities > SLA Definitions or Service Level Management > SLA Definitions.
    2. At the top of the form, next to SLA Definitions, click the new icon (New icon.).
    3. Select Contract SLA or Service Offering SLA.
    4. Next to the Workflow field, click the lookup icon.
    5. Next to Workflow at the top, click New.
      Create a workflow from an SLA definition.

      The Workflow Version dialog shows in the New Workflow view. The Table field is set to SLA Definition (contract_sla) or Service Offering SLA (service_offering_sla) and is read-only.

    6. Enter a Name.
    7. [Optional] Enter a Description.
    8. [Optional] Edit the conditions fields as necessary.
    9. Click Submit.
      The new workflow is created with the Begin and End activities connected by a single transition.

      New workflow.

    10. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users.
      For more information, see Work on workflows.
    11. [Optional] Change the advanced settings for the workflow by clicking the properties icon (Properties icon.).
      If you make changes, click Update.