Creating a Workflow

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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.

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Creating a Workflow

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.
   Expand to see the list of templates

   • 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 entity description
   • Linking SOC2 documents to an entity
   • Updating a JSON file in GitHub
4. In the Create workflow window, enter a Workflow name.
5. Optionally, to add the Workflow to a folder, select the Add to folder checkbox.
   The Add to folder checkbox only appears if your workspace has at least one Workflow folder.
6. Click Create. If you selected Add to folder, choose where to add the Workflow:
   • Existing folder - Select this option to add the Workflow to a folder that already exists in your workspace.
   • New folder - Select this option to create a new folder. Enter the following:
     1. Folder name - The name of the folder (required).
     2. Description - A brief overview of the folder.
     3. Parent folder - The folder that contains the new folder.
     4. Display icon - The icon that represents the folder.
     5. Click Add to folder.
   If you cancel this step, Cortex still creates the Workflow without adding it to a folder. You can move it into a folder later.