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| 1 | +--- |
| 2 | +description: Learn how to create, edit, and assign workflows in FlowInquiry. Manage workflow states, transitions, and SLAs to optimize request handling and automate approvals |
| 3 | +--- |
| 4 | + |
| 5 | +# Workflow Management - Create, Edit, and Assign Workflows |
| 6 | + |
| 7 | +## What is a Workflow in FlowInquiry? |
| 8 | + |
| 9 | +Each workflow in FlowInquiry has one initial state and at least one final state, ensuring a structured progression from request creation to completion. |
| 10 | + |
| 11 | +Workflows have two scopes: |
| 12 | + |
| 13 | +- **Team Workflows**: Created within a specific team and used exclusively by that team. |
| 14 | +- **Global Workflows**: Defined at a global level and can be cloned into team workflows for customization. |
| 15 | + |
| 16 | +By configuring workflows, organizations can standardize processes, automate approvals, and track request statuses efficiently. |
| 17 | +Workflows in FlowInquiry define the structured process of handling requests, ensuring smooth progression through different stages. Each workflow consists of: |
| 18 | + |
| 19 | +- **States**: Represent various stages a request passes through. |
| 20 | +- **Transitions**: Define allowed movements between states. |
| 21 | +- **SLAs (Service Level Agreements)**: Set expected time limits for each transition to ensure timely processing. |
| 22 | + |
| 23 | +By configuring workflows, organizations can standardize processes, automate approvals, and track request statuses efficiently. |
| 24 | + |
| 25 | +By configuring workflows, organizations can standardize processes, automate approvals, and track request statuses efficiently. |
| 26 | + |
| 27 | +## Creating a Workflow |
| 28 | + |
| 29 | +1. Navigate to the **Workflows** section from the main menu. |
| 30 | +2. Click on **New Workflow**. |
| 31 | +3. Enter a name and description for the workflow. |
| 32 | +4. Define the workflow states and transitions. |
| 33 | +  |
| 34 | +5. Set up any required SLAs or automated actions. |
| 35 | +6. Click **Save** to finalize the workflow configuration. |
| 36 | +7. After save workflow successfully then you are able to review and verify if workflow setup properly |
| 37 | +  |
| 38 | + |
| 39 | +## Editing a Workflow |
| 40 | + |
| 41 | +1. Open the **Workflows** section. |
| 42 | +2. Select the workflow you want to edit. |
| 43 | +3. Click **Customize Workflow** to modify states, transitions, or SLAs. |
| 44 | +4. Save changes to apply updates. |
| 45 | + |
| 46 | +## Creating a Workflow for a Team |
| 47 | + |
| 48 | +1. Navigate to the **Teams** section. |
| 49 | +2. Select the team where you want to create a workflow. |
| 50 | +3. Click on **New Workflow** within the team settings. |
| 51 | +4. There are two options to create a new workflow for the team: |
| 52 | + |
| 53 | +- **Create from Scratch**: Start building a new workflow from the ground up, following a similar process as creating a global workflow. |
| 54 | +- **Clone from Global Workflow**: Create a copy of a global workflow and customize it to fit the team's needs. |
| 55 | +  |
| 56 | + |
| 57 | +5. If the user creates a workflow from scratch, they will follow a similar process as creating a global workflow. If the user selects **Clone from Global Workflow**, they need to choose the workflow to be cloned and provide the necessary details to customize it for the team. |
| 58 | +6. Click **Create Workflow** to finalize the workflow setup. After saving the new workflow successfully, it will be ready for use within the team scope. |
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