Create an issue workflow

task australia Updated Sep 16, 2026 1 min read create-an-issue-workflow.md
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Set up a workflow so a specific category of issues, such as vendor risk or compliance issues, follows its own states, layout, and trigger condition.

Before you begin

Role required: sn_grc_issue_mgmt.issue_workflow_admin

About this task

[Omitted video] Description: Overview of issue workflows

An issue workflow applies only to the table that you select when you create it. Each category of issue that requires its own states, layout, approval requirements, or guided activities needs its own workflow. This workflow replaces the table's default behavior for issues that match the workflow criteria.

Creating a workflow is the first step in a guided setup process.

Procedure

  1. Navigate to All > GRC Issue Administration > Issue Workflows.

  2. Start a workflow by selecting New.

  3. Enter the workflow details.

    Field Description
    Name A name that identifies the issue type and purpose of the workflow.
    Description A description of the workflow. Optional.
    Table The table that the workflow applies to. The workflow applies only to issues created on this table.
  4. Save the workflow details by selecting Save and continue.

Result

The workflow record is created and its status is set to In Progress. The workflow is not set to active until you complete the remaining configuration steps and activate it.

What to do next

Continue the guided setup by configuring the workflow's components. See Add the layout, state model, and playbook to a workflow.

Parent Topic:Issue workflows

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