Customize SI to MSI flows \(optional\)
Copy and customize the SI to MSI promotion flows to control how File Explorer and chat channels are configured when a Security incident is promoted to a Major Security Incident.
Before you begin
Role required: sn_msi.workspace_admin
Note: You can't edit delivered flows directly. Copy the flow and edit the copy to preserve the original delivered flow.
About this task
Two Flow Designer flows control component setup when a security incident is promoted to a major security incident:
- SI to MSI Promotion (SharePoint) sets up the File Explorer component by calling the Create Folder Structure subflow, which builds the folder hierarchy per the Create Folder Templates configuration.
- SI to MSI Promotion (Teams) sets up the Chat component by calling the Chat Team and Channels Creation subflow, which builds the team and channels per the Create a chat channel template configuration.
Both flows are active by default. Use this procedure only if you need to customize how these components are configured during promotion.
Procedure
-
In the ServiceNow AI Platform, navigate to Flow Designer.
-
Search for the SI to MSI Promotion (SharePoint) flow.
-
Open the flow and select Copy from the flow actions.
-
In the Name field, enter a name for the copied flow.
-
Select Save.
-
Make your customizations to the flow.
For example, modify the folder structure or add additional actions.
-
Select Activate.
-
Verify that the flow status shows Active and the flow trigger is set to Major security incident Created or Updated where MSI candidate state is Accepted.
-
Repeat steps 2 through 8 for the SI to MSI Promotion (Teams) flow.
Result
Confirm your customized flow is in the Active state before configuring notification preferences.
Parent Topic:Configuring Major Security Incident Management
Related topics
---
title: Customize SI to MSI flows \(optional\)
description: Copy and customize the SI to MSI promotion flows to control how File Explorer and chat channels are configured when a Security incident is promoted to a Major Security Incident.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/security-management/security-incident-response/customize-si-to-msi-flows-for-msim.html
release: brazil
product: Security Incident Response
classification: security-incident-response
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure, Major Security Incident Management, Security Incident Response, Enterprise security case management applications, Security Operations]
---
# Customize SI to MSI flows \(optional\)
Copy and customize the SI to MSI promotion flows to control how File Explorer and chat channels are configured when a Security incident is promoted to a Major Security Incident.
## Before you begin
Role required: sn\_msi.workspace\_admin
**Note:** You can't edit delivered flows directly. Copy the flow and edit the copy to preserve the original delivered flow.
## About this task
Two Flow Designer flows control component setup when a security incident is promoted to a major security incident:
- **SI to MSI Promotion \(SharePoint\)** sets up the File Explorer component by calling the **Create Folder Structure** subflow, which builds the folder hierarchy per the [Create Folder Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/security-management/security-incident-response/file-explorer-folder-templates.md) configuration.
- **SI to MSI Promotion \(Teams\)** sets up the Chat component by calling the **Chat Team and Channels Creation** subflow, which builds the team and channels per the [Create a chat channel template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/security-management/security-incident-response/create-chat-channel-template-for-msim.md) configuration.
Both flows are active by default. Use this procedure only if you need to customize how these components are configured during promotion.
## Procedure
1. In the [ServiceNow AI Platform](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/now-platform/now-platform-landing.md), navigate to **Flow Designer**.
2. Search for the **SI to MSI Promotion \(SharePoint\)** flow.
3. Open the flow and select **Copy** from the flow actions.
4. In the Name field, enter a name for the copied flow.
5. Select **Save**.
6. Make your customizations to the flow.
For example, modify the folder structure or add additional actions.
7. Select **Activate**.
8. Verify that the flow status shows **Active** and the flow trigger is set to **Major security incident Created or Updated where MSI candidate state is Accepted**.
9. Repeat steps 2 through 8 for the **SI to MSI Promotion \(Teams\)** flow.
## Result
Confirm your customized flow is in the **Active** state before configuring notification preferences.
**Parent Topic:**[Configuring Major Security Incident Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/security-management/security-incident-response/configuring-major-security-incident-management.md)
**Related topics**
[Configure File Explorer Component]()
[Configure Microsoft Teams]()
[Configure Slack chat connector for major security incidents]()
| title | Customize SI to MSI flows \(optional\) |
| description | Copy and customize the SI to MSI promotion flows to control how File Explorer and chat channels are configured when a Security incident is promoted to a Major Security Incident. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/security-management/security-incident-response/customize-si-to-msi-flows-for-msim.html |
| release | brazil |
| product | Security Incident Response |
| classification | security-incident-response |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ConfigureMajor Security Incident ManagementSecurity Incident ResponseEnterprise security case management applicationsSecurity Operations |