Automate a multi-step process by creating a workflow from an SLA definition.

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 list of SLA definitions.
    For example, Facilities > SLA Definitions or Service Level Management > SLA Definitions.
  2. At the top of the form, next to SLA Definitions, select New New icon.
  3. Select Contract SLA or Service Offering SLA.
    The SLA Definition or Service Offering SLA form opens.
  4. Next to the Workflow field, select the lookup icon.
  5. Next to Workflow at the top, select New.
    Create a workflow from an SLA definition

    The Workflow Version dialog shows in the New Workflow view. The Table field is set to SLA Definition (contract_sla) or Service Offering SLA (service_offering_sla) and is read-only.

  6. Enter Name.
  7. (Optional) Enter Description
  8. (Optional) Edit conditions fields as necessary.
  9. Select Submit.
    The new workflow is created with the Begin and End activities connected by a single transition.

    New workflow

  10. 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.
  11. (Optional) To change advanced settings for the workflow, select the Properties icon Properties icon.
    If you make changes, select Update.