Workflow editor
Summarize
Summary of Workflow Editor
The Workflow Editor is an interface designed for ServiceNow customers to create and modify workflows by arranging activities that drive processes. As of the Zurich release, new customers will not receive legacy workflows, and all legacy functionality is replaced by Workflow Studio, which is encouraged for new process automation content.
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Key Features
- Multiple Workflow Management: Manage and create multiple workflows on the same screen.
- Custom Workflow Activities: Create custom activities and utilize existing ones as data sources.
- User Roles: Users with the workflowcreator role can create workflows, while those with the workflowadmin role can create, modify, delete, and publish workflows.
- Welcome Screen: Displays active, published workflows and provides access to help resources.
- Palette Tabs: Includes various tabs for accessing workflow activities, core activities, orchestration packs, and data activities.
- Canvas Interface: The drawing canvas allows users to add activities and configure transitions easily.
- Accessibility Features: The interface is designed to be accessible to users with disabilities.
Key Outcomes
By utilizing the Workflow Editor, customers can efficiently streamline their workflow processes, enhance automation capabilities, and create tailored solutions that fit their organizational needs. The focus on Workflow Studio ensures that users have access to the latest features and improvements, enhancing overall productivity and process management.
The Workflow Editor is an interface for creating and modifying workflows by arranging and connecting activities to drive processes.
You can manage multiple workflows in the same screen, create custom workflow activities, and use existing activities as data sources. Users with the workflow_creator role can create workflows. Users with the workflow_admin role can create, modify, delete, and publish workflows.
To open the Workflow Editor, navigate to . For information about using the editor, see Create a workflow.
Welcome screen
The editor opens with the Welcome page, which displays a list of active, published workflows. From this tab, you can open existing workflows, create new workflows, and open help resources related to workflow.
List display filters- Published: Click to view list of published workflows
New Workflow button- Click to create a new workflow
Palette tabs- Workflows: Workflow activities and workflows you can use as subflows.
Navigate to . In the UI page record for workflow_editor_welcome, scroll to the Versions related list. Select the row for the version corresponding to the upgrade to Australia, right-click and select Revert to this version.
Workflow canvas
After you open or create a new workflow, the system displays the workflow canvas. On the canvas you interact with the Workflow Editor through several different elements: the canvas itself, the canvas tabs, the title bar, the palette, and the palette tabs.
The drawing canvas is where you add activities and configure transitions for checked out workflows. Add an activity by dragging it from the palette to the workflow in the canvas. For more information, see Create a workflow.
- Canvas tabs: Contains tabs for accessing workflows being edited or created.
- Title bar: Displays the workflow name and status. Provides a menu and controls for configuring, testing, and validating workflows.
- Canvas: Provides the working surface for creating new workflows or editing existing ones.
- Palette tabs: Contains tabs for accessing activities being edited or created.
- Palette: Contains all available workflow activities and existing workflows you can use as subflows. Drag activities and subflows to the canvas to create new workflows or edit existing ones.