Creating workflows

Edit online

You create workflows in the Workflows page. You can use default or custom templates for your workflows.

Procedure

Complete these steps to create your workflow:
  1. Open the Workflows page.
    1. If you are connected to another application, click Workflows.
    2. In the IBM® Concert Workflows® sidebar, click Workflows.
  2. Optional: Create a workflow manually.
    1. Click Create workflow > Build manually.
    2. In the dialog, enter a name for the new workflow. Do not include slashes (/) in the name.
    3. Optional: Provide a description of the workflow.
    4. Optional: Add tags to your workflow metadata.
      1. Expand the Workflow tags section. You can specify values for the following tags:
        Table 1. Workflow tags
        Tag Purpose
        Consumer

        Indicates the external applications that consume this workflow if it is externally exposed.

        For example, if you intend to expose this workflow so that IBM Concert can discover and run it, you might specify Concert as a value for this tag.

        For more information about exposing workflows externally, see Exposing workflows.
        Category

        Indicates the purpose of the workflow. For example, you might specify Networking or Security as a value for this tag.

        If you intend to make this workflow externally available by exposing it, these tags can then be used by external systems to identify, categorize, or filter the workflow.

      2. In the Values field, enter meaningful tag values. For example, for the Category tag, you might enter a value of Remediation or Risk management.
    5. In the Layout type field, choose the layout that you want to use when the new workflow is shown in the editor.
      • Click Flow layout to see a logical representation of the workflow structure that is similar to a flowchart.
      • Click Flat layout to see a sequential representation of the workflow structure, where blocks are shown in the sequence that they are used.

    6. Optional: Override the default template that is used as a starting point for the workflow.

      Tip: Several templates are available that you can use to learn about the following aspects of workflow operations:
      • Building workflows.
      • Using common workflow blocks, such as If, Else, While, Try, Catch, ForEach, Break, and Continue.
      • Creating and manipulating variables, arrays, and objects.
      • Sending HTTP requests.
      • Populating authentication credentials for SSH connections and connecting to remote hosts.
      • Click the Select template tab. You can filter templates or search for them.
      • Select the template that you want to use.
      • Optional: Click Set template as default to use your chosen template as the default template when you create workflows. This setting persists for your user account until you select a different template, even if you log in from another browser.
    7. Click Create. The new workflow is opened in the editor. For more information about editing workflows, see Using the workflow editor.
  3. Optional: Create a workflow by using AI.
    1. Click Create workflow > Generate with AI.
    2. In the AI assistant chat, prompt the assistant with instructions about the task that you want to automate. For example, you might enter this prompt: Create a workflow that creates an incident in ServiceNow.

      The workflow is generated automatically. If you want to return the workflow to its previous state, click Revert changes.

    3. Save and customize the workflow. You can edit the workflow manually, or edit it automatically by prompting the assistant. For more information, see Generating workflows by using AI.
  4. Optional: Create workflows by importing a workflow template from a library.
    1. Click Create workflow > Select from library.
      • By default, all templates for the currently installed product version are shown. For best results, keep product version as it is.
      • To view all available templates (including certified and community templates), turn off the Show only certified workflows switch.
      • You can filter templates by use case, name, and description.
      • To view templates from an earlier or later product version, you can change the content version. Keep the current version where possible to avoid compatibility issues.
    2. Select the workflow template that you want to import.
    3. Click Import. The workflow template is imported, and its workflows are extracted and shown in the Workflows page. You can now edit these workflows.
      Note:

      Workflow templates are stored in publicly available GitHub repositories in the following locations:

      In the Select from library dialog when template is retrieved from the repository, the following errors might occur:

      • If a No workflows found in the archive error is shown, download the workflow template directly from the repository.
      • If a GitHub repository unavailable error is shown, check your internet connection and verify that access to GitHub is not restricted, for example, by using a blocklist.

      If you can access the repository, download the workflow template that you want to import, and then import it by following the steps in Importing workflows.

      If you cannot access the repository, check your internet connection and try again.