Create a workflow from a table

task australia Updated Sep 10, 2026 1 min read t_CreateAWorkflowFromATable.md
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Automate a multi-step process by creating a workflow from the list view of any table that supports workflows.

Before you begin

  • You must have the snc_required_script_writer_permission and either the workflow_admin or workflow_creator role to use the Workflow Editor.
  • If you are designing the workflow as part of an update set process, see Workflow movement with update sets before creating the workflow.

Procedure

  1. Open a table, such as Incident or Problem, in list view. For example, navigate to Incident > Open.

  2. Right-click in the column header and select Configure > Workflows.

    [Omitted image "ConfigureWorkflowsHeader.png"] Alt text:

    The Workflow Versions on that table appear in a list.

  3. ClickNew.

    The Workflow Version opens in New Workflow view. The Table field is filled in with the table you selected in step 1 and is read-only.

  4. Enter Name.

  5. Enter Description.

  6. Edit conditions fields as necessary.

  7. Click Submit.

    The new workflow is added to the Workflow Versions list.

  8. Click the workflow Name.

    The new workflow is created with the Begin and Endactivities connected by a single transition.

    [Omitted image "WorkflowNew.png"] Alt text: New workflow

  9. Finish creating the workflow by adding activities, validating, and publishing so the workflow is available to other users.

    For more information, see Work on workflows.

  10. To change advanced settings for the workflow, click the Properties icon [Omitted image "PropIcon.png"] Alt text: Properties icon. If you make changes, click Update.

Parent Topic:Create a workflow

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