Creating a multi-step workflow

To create multi-step workflow, do the following:

  • Build your workflows from the Admin Control Panel.
  • Your team can execute from the staff control panel.
  • When creating a workflow, you can define criteria that tickets must match, before the workflow is available.
  • Then you can choose updates to apply to the ticket when the workflow is executed.

So that you can get a feel for creating a batch of related workflows, we go through the steps for creating each of the three equipment purchase workflows we discussed above.


To create workflows in GFI HelpDesk, you need an admin account with the 'Workflows' permission.

So let's start in on our first workflow!