Create and manage workflows

The Workflows tab 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.

Getting to know your workflows

Different types of workflows are represented with different icons on the Workflows tab. There are three main types of icons that distinguish these different kinds of workflows:

The xMatters icon represents custom workflows created or imported into xMatters, including packaged custom workflows installed from a workflow template.
Application-specific icons represent built-in workflows, including those that have been converted to custom workflows.
Workflows built using the generic webhook built-in workflow, which allows you to integrate with any application or tool capable of sending an HTTP post to xMatters.

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.

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, 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.

Additional built-in workflow settings

When you click the gear icon for a workflow, the setting are slightly different for built-in and custom workflows. Built-in workflows include the option to Convert to a Custom Workflow. They also include additional options to enable Logging and Open Activity Stream.