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

Procedure

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

    New workflow

  9. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users.
  10. [Optional] To change advanced settings for the workflow, click the Properties icon Properties icon. If you make changes, click Update.