---
title: "Create a New Workflow"
slug: "create-a-new-workflow-1"
updated: 2026-08-27T19:51:58Z
published: 2026-09-23T12:58:39Z
canonical: "wiki.cobblestonesoftware.com/create-a-new-workflow-1"
---

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

# Create a New Workflow

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Create a New Workflow**

*03. Admin User Manual › Workflow Management › Create a New Workflow*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A new rule starts from **Add workflow** on the Administration → **Workflows** screen, then is built out across its **Conditions** (which records it matches), **Tasks** (what gets created), **Alerts** (what shows on the record), and **Settings** (**name**, on/off, when it's checked, and repeat behavior) tabs — the same five-tab structure used to view or edit any of the 692 existing **workflows**.

# 2. Key Elements

- **Add workflow**, at the top of the **Workflows** list, creates a new rule
- **Settings** tab sets the workflow's **Name**, whether it's **Switched on**, and **When to check it**
- **Conditions** tab defines **ONLY WHEN** a record matches — with no **conditions** added, it runs on every record of that type
- **Tasks**, then **Alerts**, fill in what the workflow actually does once a record matches

# 3. Quick Reference Summary

[TODO: content needed]