Create and manage workflows

The Workflows page allows you to create and manage workflows, including enabling and deleting workflows, setting editor permissions, creating flows in Flow Designer, designing forms and messages, and setting up properties, responses, and scenarios.

Click the Editable filter to view the workflows you have access to. Click All to display a list of all the workflows in your company, and to change the order their messages are displayed in on the Messaging tab. If you're a Company Supervisor, click Editable to see the workflows you have specific editor permissions for (either set in Editor Permissions or because you created or imported it); click All to see and edit all workflows.

Create a workflow

Ready to get started? If you're looking to integrate with a specific third-party tool, check the available workflow templates for built-in or packaged workflows that you can install into your xMatters deployment. You can also install a basic workflow where you can send alerts and initiate incidents within xMatters.

For more information about the two workflow types (basic workflows and workflows for your tools), see Introduction to integrations.

If you don't see what you're looking for, you can design a workflow from scratch to customize your incident resolution process by building your own flows, forms, properties, messages, and responses.

Import and export workflows

You can export core workflow data for reuse in another xMatters instance, saving time and improving accuracy. For example, you might export a workflow from a test environment to a production environment. You can even share your workflows with people in other organizations or post them to the xMatters Community.

If you downloaded a template for a pre-configured custom workflow from xMatters Labs on GitHub, you'll need to import it into your xMatters environment.

Manage workflows

Most of the settings for workflows are accessible from the gear icon on the main Workflows screen. Built-in workflows include a few additional settings.

Built-in workflow settings

Prior to the availability of low-code, Flow Designer-based workflow templates, some workflows for popular applications were available as "built-in integrations". These workflows had limited configuration options, but can be converted to custom workflows to unlock additional configuration settings.