Add the layout, state model, and playbook to a workflow

task australia Updated Sep 16, 2026 2 min read add-the-layout-state-model-and-playbook-to-a-workflow.md
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Attach a layout, state model, and playbook to a workflow to define what it captures, its lifecycle, and how users are guided through it.

Before you begin

The issue workflow must exist, with its basic details saved. See Create an issue workflow.

Role required: sn_grc_issue_mgmt.issue_workflow_admin

About this task

[Omitted video] Description: How to add the layout, state model, and playbook to an issue workflow

The layout defines the fields, sections, header information, and vertical navigation available for an issue. The state model defines the lifecycle stages an issue moves through and the rules for moving between them. The playbook provides the step-by-step guided experience users see while working through the issue lifecycle.

The Workflow components step opens automatically after you save the workflow's basic details.

Procedure

  1. In the Layout field, select an existing issue layout, such as Issue configuration or Advanced Issue configuration.

    To browse the layouts available for the workflow's table, or to create one, select View all issue layouts.

  2. In the State model field, select an existing state model.

    Each option in the list previews the states included in that model.

    To browse the available state models, or to create one, select View all state models. See Create a GRC state model.

  3. In the Playbook field, select an existing playbook.

    The field can remain set to None.

    To browse the available playbooks, or to create one, select View all playbooks.

  4. Save your selections by selecting Save and continue.

Result

  • The step is marked Complete.
  • If you selected a state model or playbook, their states and stages become available for mapping.

What to do next

Continue the guided setup by mapping states to playbook stages. See Map states to playbook stages.

Note:

If you change the state model or the playbook after states are mapped to playbook stages, the existing mappings are reset and a confirmation is required. Clearing the Playbook field also removes the existing state-to-stage mappings.

Parent Topic:Issue workflows

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