> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/knowledge-hub/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.security.gallagher.com/knowledge-hub/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/creating-a-new-workflow.md).

# Creating a New Workflow

To create a new workflow:

{% stepper %}
{% step %}

### Navigate to the Workflow Builder module.

**Workflow Builder** enables the management and creation of new workflows.
{% endstep %}

{% step %}

### 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.

<div data-with-frame="true"><figure><img src="https://3605010251-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHOxYzVrszbXcNBUauC0e%2Fuploads%2FvQzwR10vmnCpyRDtUe0U%2FScreenshot%202026-03-04%20at%2017.39.01%20%E2%80%93%20ScreenClip.png?alt=media&amp;token=d6931945-d7b2-424a-8244-a0d7f4746f0c" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### 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.

<div data-full-width="true" data-with-frame="true"><figure><img src="https://3605010251-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHOxYzVrszbXcNBUauC0e%2Fuploads%2FyZW0ba4L2qHHPjVZD4Ks%2Fimage.png?alt=media&amp;token=37149f14-f078-4d8e-b8f9-1a8073962a44" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### 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](/knowledge-hub/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/working-with-workflow-templates/importing-workflows.md). New workflows must also be [tested](/knowledge-hub/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/testing-a-workflow-version.md) before they are [published](/knowledge-hub/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-management/publishing-a-workflow-version.md) and made available for use.

To configure a new workflow or a template, refer to the instructions in the [Workflow Configuration](/knowledge-hub/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration.md) section.\ <br>

<figure><img src="https://3605010251-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHOxYzVrszbXcNBUauC0e%2Fuploads%2Fqz13DBXSHmCv0cNhpRwe%2Fimage.png?alt=media&amp;token=76fffd7f-5ceb-479e-b972-c634ee0b8ef3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}


---

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