Working with workflows

Published

May 9, 2026

Once customized, use workflows to transition your records into their appropriate next stages throughout your risk management lifecycles.

Manage workflows

Review workflows associated with your records or artifacts, and initiate or abort workflows configured for your organization on your records or artifacts.

Transition workflows

Transition a record’s or artifact’s workflow into its next state, or reset a workflow on a record or artifact.

Manage workflow tasks

View and interact with outstanding workflow transition tasks assigned to your user roles for all workflows.