Add Automation flows to work items in a journey type

Journeys give you the ability to create work items across different service and software projects projects. To further power these work items, you can create global Automation flows to perform specific actions.

For example, as part of an onboarding journey type you may have a work item for welcoming a new employee to your organization. This may require an action such as sending out an email which you can create an Automation flow for. This allows you to create flows that only run in the context of a journey.

Only site admins will be able to create global Automations flows.

Add an Automation flow to a work item

1. Select More actions (…) on the work item you wish to add an Automation flow to.

2. Select Add automation flow.

3. Name your flow, and select Continue to template.

   1. This will open a new tab in Automation with a flow for you to finish configuring. The flow template provided comes preconfigured with an example action ‘Add comment’ that can be updated.

4. Once you’ve configured your flow, select Turn on flow.

   1. Even though this flow is enabled, it won’t be triggered until you’re journey is published and active.

5. Navigate back to your journey type to see the Automation flow connected to that work item.

Remove an Automation flow on a work item

1. Select Expand () on the work item you wish to view your Automation flows on.

2. On hover, select Remove () next to the Automation flow.

   1. Once removed, this flow will also be disabled. To permanently delete the flow however, you’ll need to go to global Automation.