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 are 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, click 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 is not displayed.)
    2. 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.)
  6. Click Submit.

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

    New workflow

  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, click the Properties icon Properties icon. If you make changes, click Update.