Create a workflow from a table

Automate a multi-step process by creating a workflow from the list view of any table that supports workflows.

Before you begin

If you’re designing the workflow as part of an update set process, see Workflow movement with update sets before creating the workflow.

Procedure

1. Open a table, such as Incident or Problem, in the list view.
   For example, navigate to Incident > Open.
2. Select and hold (or right-click) in the column header and select Configure > Workflows.
   
   The Workflow Versions on that table appears in a list.
3. SelectNew.
   The Workflow Version opens in New Workflow view. The Table field is filled in with the table that you selected in step 1 and is read-only.
4. Enter Name.
5. Optional: Enter Description.
6. Optional: Edit conditions fields as necessary.
7. Select Submit.
   The new workflow is added to the Workflow Versions list.
8. Select the workflow Name.
   The new workflow is created with the Begin and End activities connected by a single transition.

   

9. 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.
10. Optional: To change advanced settings for the workflow, select the Properties icon , and if you make changes, select Update.