Creating New Workflows

Task 1: Access the Workflow Designer

  1. Search for Workflow. The Workflows page appears.

  2. Select the Create Workflow button. The Create Workflow popup appears.

  3. Type in the Workflow name and Description (optional) text boxes, then choose a Workflow type.

  4. Click the Create Workflow button. The Workflow Designer tab loads with the warning that the workflow needs to be activated (enabled) for it to work.

    A new workflow has only one empty step by default.

Task 2: Set up the First Step

  1. On the workflow Designer tab, click to select the State checkbox as Enabled.

  2. (Optional) Change the default text for Step 1 in the Name text box, for example "Line Managers".

  3. In the Add Groups / Users dropdown list, select the domain where you want to get your approvers from.

  4. Type the name of the user or group you desire as an approver in the unlabeled search box to the right. Options appear in the dropdown.

  5. Click the desired user or group. The user is added to the Approvers section automatically, under the Step 1 name field.

  6. Repeat as desired.

  7. (Optional) To automatically include the owner of the secret the template is assigned to, select the Include owners as reviewers checkbox:

  8. If you wish to have multiple approvers required on the step, edit the Number of approvers required text box. Otherwise, leave it set to the default 1.

  9. Click the If approved dropdown list to select what to do next:

  10. Once selected, click Save.

Task 3: (Optional) Add More Steps

There are situations where you might want to have only one workflow step. Most Workflows, however, provide options to require multiple approvers or have owners as approvers, which are not available for simple access requests.

  1. Select the Add a Step button. A new step appears.

  2. Repeat the process mentioned in Task 2, keep adding steps as needed.

  3. Click the Save button to create or save the workflow. The template exits editable mode.