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Workflow Studio

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Table of contents
  • Build workflows
    • Now Assist for Creator
      • Install Now Assist for Creator
      • Now Assist Creator role
    • Workflow Studio
      • Exploring Workflow Studio
        • Exploring playbooks
          • Playbooks User Experience
          • Playbooks
          • When to use flows and playbooks
          • Playbook Assist
            • Exploring Playbook Assist
            • Configuring Playbook Assist
              • Install Playbook Assist
              • Turn on the playbook generation skill
              • Turn on playbook generation with images
              • Change the maximum image size
              • Turn on playbook recommendations
            • Generate a playbook
            • Playbook recommendations
            • Playbook Assist reference
              • Playbook Assist roles
              • General Guidelines for Building Playbooks with Now Assist
          • Getting started with Process Automation
          • Domain separation and Playbooks
        • Exploring flows
          • Getting started with flows
            • Build your first flow in Workflow Studio
            • Build a flow from a template in App Engine Studio
            • Use the Workflow Studio help panel
          • Flow action numbering
          • Flow Assist
            • Exploring Flow Assist
              • Flow generation
              • Flow recommendations
            • Configuring Flow Assist
              • Install Flow Assist
              • Turn on the flow generation skill
              • Turn on the flow recommendations skill
            • Flow Assist reference
              • Flow Assist roles
          • Workflow Studio Landing page
          • Workflow Studio data
          • Flow diagramming view
          • Flow execution details
          • Flow roles
          • Domain separation and Workflow Studio
            • Generate group approvals for domain separated requests
          • Architecture Overview
          • Default read-only flows
        • Exploring subflows
          • Conversational subflows
            • Available conversational subflows
        • Exploring actions
          • Conversational actions
            • Available conversational actions
        • Exploring decision tables
          • Decision tables workflow
          • Decision Builder user interface
      • Configuring Workflow Studio
        • Configuring playbooks
          • Activate playbooks
          • Administering playbooks
            • User access to playbooks in Workflow Studio
              • Content filtering for playbooks
              • Configure content filtering definitions for playbooks
              • Configure content filtering rules for playbooks
            • Archive process contexts
              • Configure archive settings for process contexts
              • Turn off automated archiving
              • View archived process contexts
            • Create a Data Definition
        • Configuring flows
          • Flow administration
            • Flow execution details retention
            • Flow execution settings
            • Activate flow reporting
            • FDIH Dashboard
              • Get insights from the FDIH Dashboard
            • Flow priority
              • Show flow priority field
              • Set flow priority
            • See related flows for action
          • User access to Workflow Studio flows
            • Manage access to Workflow Studio flow features
            • Content filtering for Workflow Studio flows
              • Configure content filtering definitions
              • Configure content filtering rules
          • API access to Workflow Studio flows
            • Create code snippets for flows, subflows, and actions
            • Create a client callable flow, subflow, or action
          • Restricted caller access to Workflow Studio flows
          • Set flow user preferences
          • Update to the latest version of Flow Diagramming
        • Configuring decision tables
        • Update to the latest version of Workflow Studio
      • Using Workflow Studio
        • Building flows
          • Create a flow in Workflow Studio
            • Create a flow with an inbound email trigger
              • Allow multiple triggers to process an inbound email
            • Create a flow with a Kafka Message trigger
            • Create a flow with a MetricBase trigger
            • Create a flow with a Proactive Analytics trigger
            • Create a flow with a Service Catalog trigger
            • Create a flow with an SLA Task trigger
            • Create a flow with an external trigger
            • Create a flow with Now Assist
            • Create a flow with roles
            • Create flow Service Catalog variables
            • Create a decision table in a flow
            • Copy a flow
            • Duplicate an action or subflow
            • Test a flow
            • Activate a flow
            • Change a flow or action's default title
            • Edit a flow
            • Delete a flow
            • View activated flows for a table
          • Flow and subflow stages
            • Configure stages and add them to a flow
          • Flow error handler
            • Add an error handler to a flow
            • Create a custom action to throw an error
          • Flow Template Builder
          • Flow variables
            • Create a flow variable
          • Inline scripts
        • Building subflows
          • Create a subflow in Workflow Studio
          • Copy a subflow
          • Create a decision table in a subflow
          • Convert items to subflow
          • Create a template value input
          • Get started with Dynamic Flow and Get Flow Outputs
          • Test a subflow
          • Publish a subflow
        • Building actions
          • Getting started with actions
          • Create an action in Workflow Studio
            • Create an action input from a step input
            • Test an action
            • Copy an action
            • Dynamic inputs
              • Get started with dynamic inputs
              • Create a data gathering action for a dynamic choice
              • Create a data gathering action for a dynamic template
              • Create a data gathering action for a dynamic inputs type input
              • Dynamic input configuration options
            • Dynamic outputs
              • Get started with dynamic outputs
              • Create a data gathering action for a dynamic object
              • Dynamic output configuration options
            • Action error evaluation
              • Add error condition
            • Retry policy
          • Complex data
            • Create data structure
            • Save data structure
            • Load data structure
            • Create a custom action to generate an object from a record
            • Create a custom flow to generate an object for each record in a list
            • Script support for complex data
              • Create a custom action to generate an array of objects from a list of records
              • Create a custom action to generate an array of strings from a list of records
        • Building playbooks
          • Getting started with Playbooks
            • Design an automated process
          • Triggers
            • Create a trigger definition
            • Add and configure a trigger in a playbook
          • Stages and activities
            • Add and configure a stage in a playbook
            • Activity definitions
              • Create an activity definition
              • Create an action as an activity automation plan
              • UI Layouts
            • Add and configure an activity in a playbook
            • Automation Assets
            • Start with delay input properties
            • Optional activities
            • Decision activities
            • Questionnaire activity
              • Create a questionnaire
            • Parallel branches
            • Add dynamic inputs to an activity
          • Playbooks in Workflow Studio
            • Create a playbook
            • Playbook variants
              • Create a playbook variant
              • Re-order playbook variants
              • Save a playbook variant as a favorite
            • Test a playbook
            • Restart
              • Enable and Configure Restart for Playbooks
            • Duplicate Playbooks
        • Designing playbooks
          • Customize the Playbook Experience
            • Get started with custom layouts
            • Add a custom layout bundle to a UI Builder page
            • Add a custom layout bundle to a UI Builder standard record page
            • Enable Guided activity view
          • Reflow for playbook components
          • Playbook record generator
        • Running playbooks
          • About Playbook Experience
          • Add an activity to a playbook
          • Restart a playbook
          • Cancel a playbook
          • Open full lists within playbook
          • Using activity stream within playbook
        • Extending playbooks capabilities
          • Embed a playbook
            • Embed a playbook in ServiceNow® mobile
            • Playbooks in Service Portal
              • Set up mappings between themes
              • Embed the playbook in Service Portal
                • Portal Playbook Widget
              • Customize the playbook in Service Portal
              • Run a playbook in Service Portal
        • Using decision tables
          • Create decision tables in Workflow Studio
          • Duplicate a decision table
          • Edit decision tables using draft authoring
          • Modify decision table structure in Workflow Studio
          • Modify decision table rules in Workflow Studio
          • Use decision tables
          • Manage decision tables in Excel
          • View related objects in a decision table
          • Test a decision table in Workflow Studio
          • Create decision table code snippets
          • Modify decision tables created in the classic environment and decisions with complex logic
          • Delete a decision table
        • Building spokes using Spoke Generator
          • Create spoke and build actions by importing an OpenAPI Specification
          • Create spoke and build actions by importing a Postman collection
          • Use Now Assist to create spokes and build actions
            • Install Now Assist for Creator
            • Turn on the spoke generation skill
            • Create spoke and build actions using the spoke generation skill in Now Assist
          • Create spoke and build actions manually
          • Add more actions to the custom spoke
      • Workflow Studio reference
        • Playbooks reference
          • Playbooks system properties
          • Playbooks roles
          • Playbook statuses and activation states
          • Process executions
          • Activity executions
          • Create Task activity
          • Instruction activity
          • User Form activity
          • Placeholder activity
          • Interactive activities
            • Adobe Sign activities
            • Advanced Instruction activity
            • Checklist Task activity
            • Collect User Data activity
            • Create Record activity
            • Create Child Case activity
            • Create Child Task activity
            • DocuSign activities
            • Guided Decision activity
            • Invoke PaCE activity
            • Microsoft Teams activities
            • Request Multi-Level Approval activity
            • Request Ad Hoc Approval activity
            • Request Manager Approval activity
            • Send Email activity
            • Show Knowledge Article activity
            • Show List of Records activity
            • Slack activities
            • Two Step Instruction activity
            • Update Record activity
            • View Approval Requests activity
            • Wait For Condition activity
          • Non-Interactive activities
            • Automated Create Record activity
            • Automated Send Email activity
            • Automated Update Record activity
            • Autocompleting User Form
            • Look Up Records activity
            • Make a Decision-First Match activity
        • Flows, subflows, and actions reference
          • General guidelines for Workflow Studio flows, subflows, and actions
          • Workflow Studio actions
            • Add Worknote Link to Context action
            • Ask for Approval action
            • Associate Record to Email action
            • Create Catalog Task action
            • Create Flow Data action
            • Create Record action
            • Create or Update Record action
            • Create Task action
            • Copy Attachment action
            • Delete Attachment action
            • Delete Record action
            • Get Attachments on Record action
            • Get Catalog Variables action
            • Get Email Header action
            • Get Latest Response Text From Email action
            • Log action
            • Look Up Attachment action
            • Look up email attachments action
            • Look Up Record action
            • Look Up Records action
            • Move Attachment action
            • Move Email Attachments to Record action
            • Record Producer action
            • Send Email action
            • Send Notification action
            • Send SMS action
            • SLA Percentage Timer action
            • Submit Catalog Item Request action
            • Update Multiple Records action
            • Update Record action
            • Wait For Condition action
          • Workflow Studio flow logic
            • Assign subflow outputs flow logic
            • Call a workflow flow logic
            • Do the following until flow logic
            • Do the following in parallel flow logic
            • Dynamic flows flow logic
            • End Flow flow logic
            • Exit Loop flow logic
            • For Each flow logic
            • Go back to flow logic
            • If flow logic
            • Make a decision flow logic
            • Set Flow Variables flow logic
            • Skip Iteration flow logic
            • Try flow logic
            • Wait for a duration flow logic
          • Workflow Studio flow integrations
            • Spokes
              • Benchmarks Spoke
              • Connect spoke
              • Customer Service Spoke
              • External Related Files spoke
              • Field Service Spoke
              • ITSM spoke
              • Machine Learning solutions for Flow Designer
              • Robotic Process Automation (RPA) Spoke
              • Security Operations spoke
              • Visual Task Board (VTB) Spoke
          • Workflow Studio flow system properties
          • Workflow Studio flow trigger types
          • Workflow Studio input and output data variables
            • Approval rules data type
            • Array.Boolean data type
            • Array.Choice data type
            • Array.Datetime data type
            • Array.Integer data type
            • Array.Object data type
            • Array.String data type
            • Choice data
            • Conditions data type
            • Datetime data type
            • File attachment data type
            • Integer data type
            • JSON data type
            • List.[Table] data type
            • Object data type
            • Password (2 Way Encrypted) design considerations
            • Records.[Table] data type
            • Reference.[Table] data type
            • String data type
            • Table name data type
            • True/false data type
            • Variables.[Table] data type
          • Workflow Studio steps
            • Ask for Approval step
            • Create Record step
            • Create or Update Record step
            • Create Task step
            • Delete Multiple Records step
            • Delete Record step
            • Fire Event action
            • Get Connection Info step
            • Get Latest Response Text From Email step
            • JDBC step
              • Test JDBC step
            • JSON Builder step
            • Kafka Producer step
            • Log step
            • Look Up Record step
            • Look Up Records step
            • Notification step
            • Payload Builder step
            • PowerShell step
            • REST step
            • Script step
            • Send Email step
            • SFTP step
              • Copy File
              • Copy Directory
              • Create Directory
              • Get File List
              • Remove File
              • Remove Files
              • Delete Directory
              • Rename File or Directory
              • Set File Attributes
              • Copy Attachments To SFTP Server
              • Copy Files To This Instance
            • SSH step
            • SOAP step
            • Update Multiple Records step
            • Update Record step
            • Wait For Condition step
            • ZIP step
              • Zip operation
              • Unzip operation
              • Get Zip file details
          • User preferences for flows
          • Supported Service Catalog variable types
          • Transform functions
            • Date and time transform functions
            • String transform functions
            • Utilities transform functions
            • Simple math transform functions
            • Sanitize shell arguments transform functions
            • Sanitize SQL transform functions
            • Complex data transform functions
          • Types of flows and when to use them
        • Decision tables reference
          • Decision Builder system properties
          • Domain separation and Decision Builder
    • Classic approvals
      • Approval engines
        • Set up an approval engine
      • Approval rules
        • Set automatic approval rules
        • Gating approvals
          • Set up a gating approval via an approval rule
          • Set up a gating approval based on the item being ordered
        • Process approvals
        • Approve with a process guide
        • Schematic of a hypothetical approval process
      • Approval summarizer formatter
        • Summarizers
          • Change an approval summarizer
          • Create a new custom approval summarizer
      • Approval with e-signature
        • Activate Approval with e-Signature plugin
        • De-activate e-signatures
        • Select an approval table
        • Set up an approval from a local database
        • Use Multi-Provider SSO to set up an SSO approval for a SAML 2.0 authentication
        • Installed with approval with e-signature
      • Approval status
      • Generate an approval using approval rules
      • Generate approvals using the approvers related list
      • Generate approvals using workflows
      • Multiple approvers
      • Receive notifications
        • Embed an approval request within the Outlook email client
      • Dynamic approval forms
      • Scripts and engines execution order
    • Classic Business rules
    • System Events
      • Exploring system events
        • System Events
        • Event registry
      • Configuring System events
        • Implement automated job scheduling
      • Managing system events
        • Create an event
        • Move an event
        • Pass event parameters from a workflow to a notification
        • Register an event
        • Reprocess an event
      • System events reference
        • Event logs
        • Event states
        • The incident events business rule
        • Global events
        • Script actions
        • Sample scripts from the change events business rule
    • Service Creator
      • Service creator process
      • Activate Service Creator
        • Installed with Service Creator
        • Components created with new service categories
        • Service Creator roles
      • Manage a service
        • Designing services
        • Add a template notification
          • Notification configurations
        • Create the category and table
        • Delete a template notification
        • Designate an editor
        • Designate a service fulfiller
        • Fulfill a service request
        • Publish a service
    • Classic Workflow
      • Getting started with workflows
      • Workflow editor
        • Workflow palette
        • Workflow editor title bar
        • Workflow editor keyboard navigation
          • Welcome page keyboard commands
          • Workflow drawing canvas keyboard commands
      • Workflow management
        • Create a workflow
          • Workflow properties
          • Create a workflow from a table
          • Create a workflow for a new service catalog item
          • Create a workflow for an SLA Definition
          • Ending workflows with multiple branches
        • Work on workflows
        • Workflows used as subflows
          • Pass a variable from a workflow to a subflow
          • Prepare a subflow
        • Using variables in a workflow
        • Workflow catalog variables
        • Workflow events
          • Workflow events in the base system
            • Glide events relative to workflows
            • Workflow event-specific functions
            • Event-specific workflow activities
        • Workflow stages
          • Use workflow stages
          • Add and translate stages
          • Workflow stage sets
          • Create a workflow stage field
            • Select a stage field
            • Display approvers in workflow stage fields
            • Workflow stage field icons and tooltips
            • Workflow stage renderers
          • Workflow fields with deleted records
        • Workflow validation
          • Workflow validator
            • ValidateTransitionOut
            • ValidateTransitionIn
            • ValidateDanglingTransition
            • ValidateSubflows
            • ValidateScriptForCurrentDotUpdate
            • ValidateLowestCommonTable
            • ValidateTableChange
            • ValidateParentFlow
            • ValidateSingleEnd
            • ValidateUpdateSetDependencies
            • ValidateUpdateSetParentDependencies
            • ValidateInputVarUpdateSetDependencies
            • ValidateWorkflowEndStages
            • ValidateWorkflowStageColumn
            • ValidateWorkflowStateValues
      • Workflow concepts
        • Workflow versions
        • Workflow scope
        • Domain separation and Workflow
        • Workflows and data separation
        • Workflow engine operation order
        • Workflow tables
      • Workflow administration
        • Workflow roles
        • Administering workflow contexts
          • Cancel a workflow
        • Scheduling a workflow
        • Workflow movement with update sets
        • Input variable movement
          • Input variable movement use case - two input variables
          • Input variable removal
          • Avoiding duplicate workflows
        • Workflow timelines
        • Workflow error handling
          • Workflow error tracking features
          • Create an error condition exit
          • Reconfigure an approval condition
        • Workflow run time metrics
        • Workflow pause utility
          • Request workflow pause utility
          • Pause and resume individual workflows
          • Pause and resume all or multiple workflows
          • Monitor workflow pause requests
        • Encrypted workflow scratchpad
      • Troubleshoot workflows
      • Use the Workflow Operations Dashboard
      • Workflow performance timing
      • Workflow activities
        • Workflow activities reference
          • Approval and rollback workflow activities
            • Approval Action workflow activity
            • Approval Coordinator workflow activity
            • Approval - Group workflow activity
            • Approval - User workflow activity
            • Generate workflow activity
            • Manual Approvals workflow activity
            • Rollback To workflow activity
          • Condition Workflow activities
            • If workflow activity
            • Switch workflow activity
            • Wait for condition workflow activity
            • Wait for WF Event workflow activity
          • Workflow notification activities
            • Create Event workflow activity
            • Notification workflow activity
          • Timer workflow activities
            • SLA Percentage Timer workflow activity
            • Timer workflow activity
          • Task workflow activities
            • Add Worknote workflow activity
            • Attachment Note workflow activity
            • Catalog Task workflow activity
            • Create Task workflow activity
          • Utility workflow activities
            • Branch workflow activity
            • Join workflow activity
            • Lock workflow activity
            • Log Message workflow activity
            • Log Trace Message workflow activity
            • REST Message legacy workflow activity
            • Return Value workflow activity
            • Run Script workflow activity
            • Set Values workflow activity
            • SOAP Message legacy workflow activity
            • Turnstile workflow activity
            • Unlock workflow activity
          • Subflow activities in workflow
            • Parallel Flow Launcher workflow activity
              • WorkflowCoordinator object
              • Completed subflow values in scripts
              • Parallel Flow Launcher example
        • View workflow activity descriptions
        • Add an activity to a workflow
        • Manage transitions between workflow activities
        • Manage workflow activity conditions
        • Edit the workflow activity properties form
        • Using workflow approval activities and rolling back workflows
        • Using variables in Notify workflow activities
        • Use multiple timer activities in one workflow
        • Publish a custom workflow activity
        • Workflow activity pinning
HomeXanadu Build workflowsBuild workflowsWorkflow StudioCurrent page
Table of Contents

Workflow Studio

  •  
    • Xanadu
    • Yokohama
    • Washington DC
  • UpdatedAug 30, 2024
  • 1 minute read
    • Xanadu
    • Create Workflows

Consolidate workflow authoring, configuring, and monitoring into a single page experience. Create and manage playbooks, flows, actions, decision tables, and integrations from one design environment.

Get started

ExploreLearn about Workflow Studio concepts and features

ConfigureConfigure workflow builders

UsingBuild workflows and workflow components

ReferenceReview roles and system properties

Flow Assist Generate flows from text prompts and generate recommendations for the next step of a flow.

Playbook Assist Generate playbook outlines from text directions.

Troubleshoot and get help

  • Workflow Automation product on the ServiceNow Community
  • Search the Known Error Portal for known error articles
  • Contact Customer Service and Support
On this page
  • Get started
    • Troubleshoot and get help
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