Create a workflow

Automate a multi-step process by creating a workflow with the Workflow Editor.

Before you begin

Role required:

• You must have the workflow_admin or workflow_creator role to use the Workflow Editor.
• 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. Navigate to All > Workflow > Workflow Editor.
   The Welcome tab of the Workflow Editor opens.
2. On the Workflows tab in the palette, select New Workflow.

   

   A simplified version of the New Workflow form opens.
3. Fill in the Name and Table fields.
4. Optional: Add a Description.
5. Optional: Do one of the following:
   1. If the Conditions UI section is displayed, specify a Condition if needed and edit the fields.
      The Conditions UI section shows only if the selected table supports conditions for launching workflows. For example, if you select the sc_req_item table, conditions are not applicable and the Conditions UI section isn’t displayed.
   2. If the Stages UI section is displayed, verify that the State rendering and Stage order fields contain the correct information.
      The Stages UI section shows only if the selected table supports stages. For example, if you select the sc_req_item table, the Stages UI section is displayed.
6. Select Submit.

   The new workflow is created with the Begin and End activities connected by a single transition.

   

7. 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.
8. To change advanced settings for the workflow, select the Properties icon , and if you make changes, select Update.

• Workflow properties
  In the properties of a workflow, you can configure settings such as its application scope, start conditions, schedule, inputs, stages, and run time metrics. You can also view information such as the workflow author, version, and history.
• 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.
• Create a workflow for a new service catalog item
  When you create a new service catalog item, you can create a new corresponding workflow at the same time.
• Create a workflow for an SLA Definition
  Automate a multi-step process by creating a workflow from an SLA definition.
• Ending workflows with multiple branches
  A workflow is complete when it reaches the End activity, even if there are still active branches of the workflow in progress. To ensure that both branches are completed, add a Join activity to resolve the branches.