--- title: "The Workflows Screen | ThreatConnect" slug: "the-workflows-screen" description: "This article describes the Workflows tab of the Workflow screen in ThreatConnect and the actions you can perform on this screen." tags: ["Case Management"] updated: 2022-08-30T15:11:13Z published: 2022-08-30T15:11:13Z canonical: "knowledge.threatconnect.com/the-workflows-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # The Workflows Screen The **Workflows**tab of the **Workflow**screen displays all Workflows in your Organization that you can use to [create Cases](/v1/docs/creating-cases). From here, you can create Workflows from scratch and import Workflows from a file. On the top navigation bar, hover the cursor over **Workflow** and select **Workflows**. The **Workflows**screen will be displayed (Figure 1). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-cjybjgku.png) NoteYou can access this tab from any other tab of the **Workflow** screen by clicking **Workflows** at the top left. ## Workflow Cards Each Workflow card provides a summary of a Workflow (Figure 2). ![Graphical user interface Description automatically generated with low confidence](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-bmc9rvbm.png) - **Status**: This section displays whether the Workflow is available (active) or unavailable (inactive) for use. The “Active” status is displayed in green text, and the “Inactive” status is displayed in yellow text. - **Phases**: This section displays the number of [Phases](/v1/docs/phases-and-tasks) in the Workflow. - **Tasks**: This section displays the number of [Tasks](/v1/docs/phases-and-tasks) in the Workflow. - **Assignee**: This section displays the default assignee for the Workflow. The default assignee is the user to whom a Case using the Workflow is assigned by default. If there is no default assignee, this section will not be displayed on the card. - **Description**: The text at the bottom displays a description of the Workflow. ## Workflow Administrative Options Click the vertical ellipsis at the upper-right corner of the card to view the following administrative options for the Workflow: **Export**, **Duplicate**, and, for Organization and System Administrators, **Remove**. ### Export Select **Export**to export a Workflow.****The Workflow will be immediately downloaded onto your computer as a **.wf**file. ### Duplicate A common use case for Workflow duplication is when you want to use an existing Workflow as a foundation for creating a new one. The duplicate version can be modified without affecting the original version. Select **Duplicate**to duplicate a Workflow. The **Duplicate Workflow**window will be displayed (Figure 3). ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-mm3kzk6i.png) - **Name for New Template**: Enter a name for the duplicated Workflow. - Click the **DUPLICATE**button. A card for the duplicated Workflow will now be displayed. ### Remove For Organization and System Administrators, a **Remove**option will be displayed in the administrative options menu. Select **Remove**to remove (delete) a Workflow. The **Remove Template?**window will be displayed. Click the **REMOVE**button to delete the Workflow. ## Filtering Workflows The Workflows displayed on the **Workflows**screen can be filtered by status, assignee, and name. Filter settings will persist when you navigate away from the **Workflows**screen or log out of your ThreatConnect instance. ### Filtering Workflows by Status or Assignee To filter Workflows by status or assignee, click the **FILTERS**selector to the left of the search bar (Figure 4). ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-9v32vtgv.png) - **Status**: Select **All**, **Active**, or **Inactive** to display all****Workflows, only active Workflows, or only inactive****Workflows, respectively. - **Assignee**: Select one or more users or user groups. Only Workflows with the selected assignee(s) will be displayed. - Click the **APPLY**button to apply the selected filters. To reset the filters, click the **CLEAR**button. When filters have been applied, an orange circle ![Logo, icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-g7clp62b.png) will be displayed at the upper-left corner of the **FILTERS**button. This element alerts you to the fact that you might be viewing an “incomplete” set of data. ### Filtering Workflows by Name To filter Workflows by name, enter the desired Workflow name in the search bar to the right of the **FILTERS**selector. The displayed Workflows will be filtered as text is entered into the search bar. Click the **Clear** ![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-k0o9i1q5.png) icon on the right side of the search bar to clear the entered text. ## Viewing and Updating an Existing Workflow To view or update an existing Workflow, click the card for that Workflow. The Workflow will be displayed, showing options for creating Tasks, adding [Attributes](/v1/docs/case-attributes), changing the default assignee, toggling between active and inactive status, viewing and editing [Tasks and Phases](/v1/docs/phases-and-tasks), and more (Figure 5). For more information on this screen and these options, see [*Building and Activating a Workflow*](/v1/docs/building-and-activating-a-workflow)*.* ![Table Description automatically generated with medium confidence](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-ubd56bom.png) If a Workflow was not saved after it was last opened and modified, the **Use Local Draft of Template?**window will be displayed the next time it is opened (Figure 6). ![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-15s5qwag.png) - **USE SERVER COPY**: Select this****option to open the most recently saved version of the Workflow, which will not include any unsaved changes. - **USE LOCAL DRAFT**: Select this****option to open the most recent version of the Workflow, including any unsaved changes. ## Creating a New Workflow To create a new Workflow, click the **New… ![Diagram Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-hyxtp0ww.png)**button at the upper-right corner of the **Workflows**screen and select **New Workflow**. The **New Workflow**screen will be displayed. See [*Building and Activating a Workflow*](/v1/docs/building-and-activating-a-workflow) for instructions on how to use the options available on this screen to build a new Workflow. ## Importing a Workflow To import a Workflow, click the **New… ![Diagram Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-87xn9fky.png)**button at the upper-right corner of the **Workflows**screen and select **Import Workflow**. Select the desired Workflow file to upload using the file manager window. NoteBy default, imported Workflows are inactive. To make the Workflow available for use in a Case, open the Workflow, toggle the **Active** slider on, and then save the Workflow. See the [“Activating a Workflow” section of *Building and Activating a Workflow*](/v1/docs/building-and-activating-a-workflow#activating-a-workflow) for more information.ImportantIf a Workflow includes an automated Task configured to run a Workflow Playbook that uses a [Playbook Component](/v1/docs/playbook-components), a message will be displayed along the top of the Workflows screen stating that the Workflow was imported successfully, but the Component is not active. As a result, you must configure (i.e., enter values for any fields using variables) and activate the imported Component, as well as create and configure any variables used in the Component that do not exist in your Organization, in order to activate the Playbook that was imported.ImportantIf importing a Workflow created in another ThreatConnect instance that includes System-level Attributes, those Attributes will be imported with the Workflow and created in the receiving instance. If importing a Workflow created in another ThreatConnect instance or in another Organization on your ThreatConnect instance that includes Organization-level Attributes, you will need to create those Attributes in the receiving Organization and then add them to the Workflow manually. Based on the configuration of the Workflow included in the selected file, one of the following scenarios will occur: - If the selected Workflow does not include an automated Task, or if it includes an automated Task that uses a Workflow Playbook with the same name as one that exists in your Organization, the Workflow will be imported and a corresponding Workflow card will be added to the **Workflows**screen.NoteIf the selected Workflow includes an automated Task configured to run a Workflow Playbook with the same name as one that exists in your Organization, the Playbook that exists in your Organization will be assigned to run the automated Task in the Workflow automatically. As a result, it is recommended to review the configuration of the automated Task, as the configuration for the Playbook that exists in your Organization may differ from the configuration for the Playbook that exists in the Organization in which the Workflow was created. - If the selected Workflow includes an automated Task configured to run a Workflow Playbook that does not exist in your Organization, but the Playbook does not use variables that do not exist in your Organization or [Playbook Apps](/v1/docs/parts-of-a-playbook#apps) that are not installed in your Organization, the Workflow will be imported, the Workflow Playbook used in the Workflow will be imported and activated automatically, and a corresponding Workflow card will be added to the **Workflows**screen. - If the selected Workflow includes an automated Task configured to run a Workflow Playbook that uses Apps that are not installed in your Organization, the **Missing Apps**section of the **Import Workflow**drawer will be displayed (Figure 7). ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-ivdtz8xw.png) - Ask your System Administrator to install each App used in the Workflow Playbook that is not installed in your Organization. - After all required Apps are installed, click the **NEW FILE**button to reselect the Workflow file. The Workflow will be imported, the Workflow Playbook used in the Workflow will be imported and activated automatically, and a corresponding Workflow card will be added to the **Workflows**screen. - If the selected Workflow includes an automated Task configured to run a Workflow Playbook that uses variables that do not exist in your Organization, the **Variables**section of the **Import Workflow**drawer will be displayed (Figure 8). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflows-screen-image-b9t33bcd.png) - Enter a value for each variable displayed in the drawer. Each variable will be created as an Organization-level variable in your Organization, and its value will be used in the Workflow Playbook being imported. - Click the **IMPORT**button. The Workflow will be imported, the variable(s) will be created at the Organization level, the Workflow Playbook used in the Workflow will be imported and activated automatically, and a corresponding Workflow card will be added to the **Workflows**screen.NoteAfter the Workflow and Workflow Playbook are imported, you can view which [elements in the Playbook](/v1/docs/parts-of-a-playbook) use the newly created Organization-level variable(s) by opening the Playbook in the [**Playbook Designer**](/v1/docs/the-playbook-designer) and viewing the configuration of each Playbook element. - If the selected Workflow includes an automated Task configured to run a Workflow Playbook that uses Apps that are not installed in your Organization and variables that do not exist in your Organization, the **Missing Apps**section of the **Import Workflow**drawer will be displayed (Figure 8). After the required Apps are installed, click the **NEW FILE**button to reselect the Workflow file. The **Missing Variables**section of the **Import Workflow**drawer will be displayed (Figure 8). Enter a value for each variable, and click the **IMPORT** button to import the Workflow. The Workflow will be imported, the variable(s) will be created at the Organization level, the Workflow Playbook used in the Workflow will be imported and activated automatically, and a corresponding Workflow card will be added to the **Workflows**screen. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20090-02 v.06.A