Workflow Builder enables the management and creation of new workflows.
2
Click the + Add Workflow button
Click the + Add Workflow button to open a pop-up window where you can select the workflow type. The available workflow types are:
User: Triggered by a system user's self-service workflow.
System: System-triggered automated processes.
3
Name the new workflow
Name your workflow. This name will display to end-users in the Make a Request dashboard or in system-type workflow dropdowns. Optionally, add a description.
4
Configure the workflow
Once the workflow is created, it opens in the editing view. The recommended way to start building a new workflow is by importing a workflow template. New workflows must also be tested before they are published and made available for use.
To configure a new workflow or a template, refer to the instructions in the Workflow Configuration section.
