---
title: "Create a Workflow"
slug: "workflow-designer"
description: "SysAdmins designing Request, Change, or Problem Templates in the Template Designer can create Workflows using the Workflow Designer."
updated: 2025-06-12T13:02:23Z
published: 2025-06-12T13:02:23Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Designer

SysAdmins designing Request, Change, or Problem Templates in the Template Designer can create Workflows using the Workflow Designer and incorporate them into the Templates.

This document describes and guides SysAdmins and end users on how to create Workflows in the Workflow Designer.

## **Create a Workflow**

### Video tutorial

[Embedded content](https://player.vimeo.com/video/1092437583)

To create a Workflow inside a Template, click the “Add Workflow” button in the Header of the Template you’re designing. This button becomes available on new Templates only after they’ve been saved (at least once) by clicking on the "Save Template" button.

The Workflow Designer will then open in a new tab.

> [!NOTE]
> Note:
> 
> When updating a template, the changes will not be applied retroactively. They will only be applied to **all new service record created after the update was made.**

## **Create Phases**

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image(223).png)

Phases are the main Workflow items used to separate the Workflow into logical containers. The order of Phases in the Workflow Designer mirrors their order in the SR Workflow.

## **Add Action Items**

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image(219).png)

To add an Action Item to a Phase, click on the three dots on the left side of the Workflow Designer. This will expand a sidebar containing all Action Items that can be added to the Workflow.

Once you’ve selected the desired Action Item, click and drag it into your Phase of choice.

You can add an Action Item to the Workflow either by:

- Clicking “New Action Item”
- Selecting an existing Action Item displayed on the list

> [!NOTE]
> Note:
> 
> Each time an existing Action Item is edited, this edit will be reflected in all Templates using that Action Item.

## **Rearrange Action Items**

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image(220).png)

You can click and drag any Action Item to move it between Phases or to change its position inside the Phase.