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Create a New Workflow

Workflows are created from the Workflow Manager. You must have the Developer permission to create workflows.

Steps​

  1. Open the Workflow Manager from the top navigation bar.

  2. Click the Create Workflow button in the toolbar.

  3. In the dialog that appears, fill in the workflow details:

    FieldRequiredDescription
    Workflow NameYesA meaningful name that will be visible to managers and end users. Choose a name that describes the business process.
    WorkspaceYesThe workspace this workflow will belong to. Workflows can only be moved between workspaces via export/import.
    DescriptionNoA short description of what the workflow does. Visible in the Manager and in workflow settings.

  4. Click Create. The Workflow Builder opens with a blank canvas ready for you to add nodes.

What Happens After Creation​

  • The workflow is created in development mode and is not visible to end users until it is deployed and published.
  • A new execution is started automatically in the background so the workflow is ready to run immediately.
  • The workflow appears in the Development tab of the Workflow Manager under the workspace you selected.

Next Steps​