Creating a Workflow

This article describes how to create a Workflow in the Cortex UI. For information on creating Workflows via GitOps, see Workflows as code.

Looking for a quick introduction to building and managing Workflows? Check out the Cortex Academy course on Workflows.

Prerequisites

1. You must have the Edit Workflows permission.

2. If you want to manage Workflows in the Cortex UI, ensure that GitOps editing is disabled in settings:

   1. From the main sidebar, click your avatar in the bottom-left corner.

   2. Click Settings.

   3. From the Settings menu, locate the Workspace section, then click GitOps.

   4. Select the Workflows tab.

   5. Ensure that Enable GitOps for Workflows editing is toggled off.

Creating a Workflow

You can choose to create a Workflow from a template or you can choose to create one from scratch.

1. From the main sidebar, select Workflows.

2. In the upper-right corner, click Create Workflow. The Create Workflow page opens.

3. Choose whether to start with a template or from scratch:

   • Blank Workflow (Start from scratch) - Use this option for a blank canvas with no predefined blocks.

   • Template - Use a template when your task matches one of the predefined options. Each tile displays the requirements for secrets you must define before using the template; be sure to follow the requirements before you proceed. Click Use in the bottom-right of a template's tile to select that template.

     • Cortex has templates for the following common Workflows:

       • Creating an AWS S3 bucket

       • Creating an AWS EC2 instance

       • Creating an Azure function

       • Triggering Humanitec pipeline with callback

       • Dev onboarding: User access

       • Requesting access to GitHub Copilot

       • Creating a ServiceNow incident

       • Creating a work item

       • Creating a Cortex domain

       • Creating a Cortex service

       • Creating a Cortex team

       • Deleting a Cortex entity

       • Retrieving Cortex entity details

       • Updating enetity description

       • Linking SOC2 documents to an entity

       • Updating a JSON file in GitHub

4. Enter a name for the Workflow, then click Create. The Workflow page opens.

Next step: Configuring Workflow settings