---
title: "Creating a Workflow"
slug: "creating-a-workflow"
tags: ["Workflow Definition", "Add Workflow", "RapidIdentity Workflows", "Entitlements"]
updated: 2025-06-03T16:00:38Z
published: 2025-06-03T16:00:38Z
canonical: "help.rapididentity.com/creating-a-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.rapididentity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Workflow

To create a workflow, navigate to the Requests Module, and click on the Workflows menu item in the left navigation pane.

![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image-1748634398471.png)

> [!NOTE]
> Workflow Definition
> 
> The configured steps of a workflow are collectively known as a “Workflow Definition”.

## Adding a New Workflow

Existing Workflow Definitions may exist in the Workflows list. To add a new Workflow, click on the ADD WORKFLOW button in the top right corner.

![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(631).png)

The next screen will show some basic Workflow templates that can be added to RapidIdentity by clicking the three dots and selecting IMPORT.

![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(632).png)

To create a blank workflow, simply click on the CREATE NEW button in the top right corner.

![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(633).png)

This will open the Workflow Definition configuration screen. This is where the workflow steps can be added, including the workflow form.

> [!NOTE]
> Workflow Name
> 
> A unique name for the workflow definition is required, and can be referenced in the Entitlement Definition.

### Key Components of the Workflow Definition

| Component | Example | Description |
| --- | --- | --- |
| Name |  | (REQUIRED) a unique name for the workflow |
| Description |  | A description of the workflow |
| Active Toggle Switch | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(634).png) | Determines if the workflow is active or not ****A Workflow MUST be active to be applied to an Entitlement*** |
| Edit | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(635).png) | Once a workflow is saved, an EDIT button will appear next to the Active toggle switch, and can be used to modify the workflow definition |
| Start Action | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(636).png) | All workflows must have a start action - this is the step where a Workflow Form can be first presented within RapidIdentity for user input of data if needed |
| End Action | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(637).png) | All workflows must have an end action that finalizes the workflow (no configuration options) |
| Create Form | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(638).png) | Use to add a [Form](/v1/docs/workflow-forms) to the Workflow |
| Cancel Button | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(639).png) | Cancel any changes to the workflow definition |
| Save Button | ![](https://cdn.document360.io/4d958006-b877-42af-8de5-00e3bb7fe41d/Images/Documentation/image(640).png) | Save the workflow definition |

## Adding Workflow Forms and Steps

- Refer to [Workflow Forms](/v1/docs/workflow-forms) for adding/modifying forms
- Refer to [Workflow Steps](/v1/docs/workflow-steps) for adding/modifying steps