Create or Duplicate a Workflow

Before you start

• The creation screen uses /workflow-metadata?mode=create. Workspace, Application, and duplicate query values can be added automatically when you open it from Workflow Management.
• Decide which Workspace and Application own the workflow.
• Choose a unique name between 3 and 100 characters.
• Prepare a short description of what the process does and when it runs. The description is optional and can contain up to 500 characters.
• You need Flow Builder access. If New Workflow or Duplicate is not available, ask an administrator to review your page access.

Create a workflow

1. Open Applications.
2. Select Workflow.
3. Open the appropriate workspace and application if you want the destination to be preselected.
4. Select New Workflow.

The Create a workflow page opens. Its left panel summarises the selected destination and shows that the Visual Designer is the next step.

Choose the destination

1. Select a Workspace.
2. Select an Application inside that workspace.

Both selections are required. Selecting a different workspace clears the previous application so you can choose one from the new workspace.

Workflows belong to an application. A Page is not selected on this screen; pages remain separate Application surfaces.

Enter the workflow metadata

1. Enter the Workflow name.
2. Enter an optional Description.
3. Review the destination summary on the left.

The form validates names before saving:

A green check beside the name means the current value passes the visible validation.

Understand workflow status

The metadata page does not contain a status selector. After creation, Workflow Management displays the current Active or Inactive status derived from the workflow's enable state.

Creating metadata and opening the designer does not mean the workflow has run. Design and save its steps, then enable or run it using the controls available in Workflow Management or the designer.

Continue to Flow Builder

1. Select Continue to Designer.
2. Wait for Workflow created.
3. Select Continue if the automatic redirect has not already started.

Flow Builder opens in edit mode using the new workflow name. The initial canvas is empty until you add or generate steps.

If Save failed appears, select Try Again after correcting the reported problem. Selecting Cancel returns to Workflow Management without creating the workflow.

Duplicate an existing workflow

Duplicating creates a separate workflow with a copy of the original canvas.

1. Open Applications → Flow Builder and locate the workflow.
2. Open its actions and select Duplicate.
3. The create page loads the original metadata and suggests a name ending in (Copy).
4. Select the destination Workspace and Application.
5. Change the name if it conflicts with an existing workflow.
6. Review or edit the description.
7. Select Continue to Designer.

The new workflow receives its own record and name. Changes made to the copy do not change the original. Open the copy in Flow Builder and review trigger settings, assignees, recipients, credentials, and external links before enabling it.

Resolve duplicate-name errors

The page loads the existing workflow names and warns when the new name already exists. If another user creates the same name before you save, the server can also reject it.

Choose a name that explains the copy's purpose, for example:

• Purchase Approval — Regional
• Employee Onboarding — Contractors
• Invoice Review — 2026

Do not rely only on adding spaces or changing letter case; names are compared without case differences.

Troubleshooting