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The Workflow Builder is a powerful visual tool for creating and managing automated workflows that orchestrate your business processes. It enables you to define complex multi-step processes, handle conditional logic, and integrate with external systems.

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What is Workflow Builder?

Workflow Builder allows you to:
  • Design visual workflows using a drag-and-drop canvas interface
  • Define step types including human tasks, system operations, and decision gateways
  • Create conditional logic with exclusive and inclusive branching
  • Orchestrate sub-workflows for modular, reusable process design
  • Manage versions with draft, published, and active states

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Key concepts

Steps

Individual units of work in a workflow, including start/end points, human tasks, system tasks, and gateways.

Transitions

Connections between steps that define the flow of execution, optionally with conditions.

Templates

Reusable workflow definitions that can be versioned and activated.

Executions

Running instances of workflow templates that track progress and state.

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Workflow architecture

┌─────────────────────────────────────────────────────────────┐
│                    Workflow Template                        │
│  ┌─────────┐    ┌──────────┐    ┌─────────┐    ┌─────────┐ │
│  │  START  │───▶│  Task 1  │───▶│ Gateway │───▶│   END   │ │
│  └─────────┘    └──────────┘    └────┬────┘    └─────────┘ │
│                                      │                      │
│                                      ▼                      │
│                                ┌──────────┐                 │
│                                │  Task 2  │                 │
│                                └──────────┘                 │
└─────────────────────────────────────────────────────────────┘

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Step types

TypeDescription
STARTEntry point of the workflow (exactly one required)
ENDTerminal point of the workflow (exactly one required)
HUMAN_CONFIRMWaits for human confirmation before continuing
SYS_SUB_WORKFLOWTriggers child workflows (single or batch mode)
GATEWAY_PARALLEL_SPLITBranches into multiple parallel paths
GATEWAY_PARALLEL_JOINWaits for all parallel branches to complete
GATEWAY_EXCLUSIVE_SPLITYes/no decision point (one path taken)
GATEWAY_INCLUSIVE_SPLITMultiple paths based on conditions

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Workflow lifecycle

  1. Create template - Define a new workflow template with name and description
  2. Add version - Create a version in draft status
  3. Design workflow - Use the visual editor to add steps and transitions
  4. Publish version - Mark the version ready for activation
  5. Activate version - Set as the active version for new executions
  6. Link triggers - Connect to service request types or products

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Next steps

Quickstart

Create your first workflow in minutes

Core concepts

Deep dive into workflow concepts

Step types

Learn about available step types

DSL reference

Technical reference for workflow DSL