Contents Now Platform Previous Topic Next Topic Save as PDF Save selected topic Save selected topic and subtopics >Save all topics in Contents Create a workflow Create a workflow Automate a multi-step process by creating a workflow with the workflow editor. Before you begin You must have the workflow_admin or workflow_creator role to use the workflow editor. If you are designing the workflow as part of an update set process, see Workflow movement with update sets before creating the workflow. Procedure Navigate to Workflow > Workflow Editor. The Welcome tab of the Workflow Editor opens. On the Workflows tab in the palette, click New Workflow. A simplified version of the New Workflow form opens. Fill in the Name and Table fields [Optional] Add a Description. [Optional] Do one of the following: 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 is not displayed.) If the Stages Ui section is displayed, check 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.) Click Submit. The new workflow is created with the Begin and End activities connected by a single transition. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users. For more information, see Add a workflow activity, Validate a workflow from the workflow editor, and Publish a workflow To change advanced settings for the workflow, click the Properties icon . If you make changes, click Update. Workflow propertiesIn 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 tableAutomate 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 itemWhen you create a new service catalog item, you can create a new corresponding workflow at the same time.Create a workflow for an SLA DefinitionAutomate a multi-step process by creating a workflow from an SLA definition.Add a workflow activityActivities determine the functionality of the workflow.Validate a workflow from the workflow editorYou can manually validate a workflow from the workflow editor.Publish a workflowWhen a workflow is complete, publish the workflow so that it is available to all users.Ending workflows with multiple branchesA 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.Edit a published workflowYou can edit a published workflow after you check it out.Workflows used as subflowsA workflow can launch another workflow as an activity. Using variables in a workflowWithin workflow there are several different types of variables that are available.Workflow eventsThe system employs two types of events: registered platform events and workflow events.Workflow stagesWorkflows can indicate workflow progress by updating any field designated as a stage field.Workflow validationWorkflow validation examines different characteristics of a workflow to locate issues that might prevent the workflow from being published or cause it to fail. Last updated on 101 Products > Now Platform > Workflow; Versions > Jakarta Previous Topic Next Topic Save as PDF Save selected topic Save selected topic and subtopics >Save all topics in Contents Send Feedback Share On this page
Create a workflow Automate a multi-step process by creating a workflow with the workflow editor. Before you begin You must have the workflow_admin or workflow_creator role to use the workflow editor. If you are designing the workflow as part of an update set process, see Workflow movement with update sets before creating the workflow. Procedure Navigate to Workflow > Workflow Editor. The Welcome tab of the Workflow Editor opens. On the Workflows tab in the palette, click New Workflow. A simplified version of the New Workflow form opens. Fill in the Name and Table fields [Optional] Add a Description. [Optional] Do one of the following: 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 is not displayed.) If the Stages Ui section is displayed, check 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.) Click Submit. The new workflow is created with the Begin and End activities connected by a single transition. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users. For more information, see Add a workflow activity, Validate a workflow from the workflow editor, and Publish a workflow To change advanced settings for the workflow, click the Properties icon . If you make changes, click Update. Workflow propertiesIn 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 tableAutomate 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 itemWhen you create a new service catalog item, you can create a new corresponding workflow at the same time.Create a workflow for an SLA DefinitionAutomate a multi-step process by creating a workflow from an SLA definition.Add a workflow activityActivities determine the functionality of the workflow.Validate a workflow from the workflow editorYou can manually validate a workflow from the workflow editor.Publish a workflowWhen a workflow is complete, publish the workflow so that it is available to all users.Ending workflows with multiple branchesA 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.Edit a published workflowYou can edit a published workflow after you check it out.Workflows used as subflowsA workflow can launch another workflow as an activity. Using variables in a workflowWithin workflow there are several different types of variables that are available.Workflow eventsThe system employs two types of events: registered platform events and workflow events.Workflow stagesWorkflows can indicate workflow progress by updating any field designated as a stage field.Workflow validationWorkflow validation examines different characteristics of a workflow to locate issues that might prevent the workflow from being published or cause it to fail.
Create a workflow Automate a multi-step process by creating a workflow with the workflow editor. Before you begin You must have the workflow_admin or workflow_creator role to use the workflow editor. If you are designing the workflow as part of an update set process, see Workflow movement with update sets before creating the workflow. Procedure Navigate to Workflow > Workflow Editor. The Welcome tab of the Workflow Editor opens. On the Workflows tab in the palette, click New Workflow. A simplified version of the New Workflow form opens. Fill in the Name and Table fields [Optional] Add a Description. [Optional] Do one of the following: 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 is not displayed.) If the Stages Ui section is displayed, check 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.) Click Submit. The new workflow is created with the Begin and End activities connected by a single transition. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users. For more information, see Add a workflow activity, Validate a workflow from the workflow editor, and Publish a workflow To change advanced settings for the workflow, click the Properties icon . If you make changes, click Update. Workflow propertiesIn 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 tableAutomate 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 itemWhen you create a new service catalog item, you can create a new corresponding workflow at the same time.Create a workflow for an SLA DefinitionAutomate a multi-step process by creating a workflow from an SLA definition.Add a workflow activityActivities determine the functionality of the workflow.Validate a workflow from the workflow editorYou can manually validate a workflow from the workflow editor.Publish a workflowWhen a workflow is complete, publish the workflow so that it is available to all users.Ending workflows with multiple branchesA 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.Edit a published workflowYou can edit a published workflow after you check it out.Workflows used as subflowsA workflow can launch another workflow as an activity. Using variables in a workflowWithin workflow there are several different types of variables that are available.Workflow eventsThe system employs two types of events: registered platform events and workflow events.Workflow stagesWorkflows can indicate workflow progress by updating any field designated as a stage field.Workflow validationWorkflow validation examines different characteristics of a workflow to locate issues that might prevent the workflow from being published or cause it to fail.
