> ## Documentation Index > Fetch the complete documentation index at: https://docs.worldvisagroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Workflow > Create a WorldVisa workflow in the dashboard and define its identifier, metadata, tags, and initial configuration to start orchestrating multi-channel notifications. Create workflows in the WorldVisa dashboard or through the workflow API. This guide walks through the dashboard. A workflow defines how WorldVisa delivers notifications for a specific event. It contains the steps, templates, and rules that control how messages are sent across channels. > [!NOTE] > > Workflows can only be created and managed in the development environment. Once created, workflows can be synced to other environments. To learn more, refer to Environments. ## Create a workflow You can create a WorldVisa workflow in the following ways: * **Create from scratch**: Build a custom workflow tailored to your exact needs. * **Create from template**: Start with pre-built workflows for common use cases. > [tab] From scratch > > **1. Go to the WorldVisa Dashboard** > > Sign in at the WorldVisa Dashboard. > > **2. Navigate to Workflows** > > Open **Workflows** from the left sidebar. > > **3. Click Create workflow** > > ![Create a workflow](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/create-a-workflow.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=969ac43463bb35fa56d60ed131dcfdbc) > > **4. Fill in workflow details** > > * **Name** (Required): The display name shown in the dashboard. You can change this later in the workflow editor. > * **Identifier** (Required): The `workflowId` is immutable. It must be in a valid slug format (letters, numbers, hyphens, dots and underscores only) and must be unique within one environment. > > [!NOTE] > > > > The `workflowId` is required when triggering a workflow and when using [trigger overrides](https://docs.worldvisagroup.com/developers/integrations/trigger-overrides.md). It is also used to conditionally display notifications in the ``. > * **Tags** (Optional): Organize and categorize workflows. Tags can be added later in the workflow editor. > > [!NOTE] > > > > To learn more about Tags, refer to [workflow tags](https://docs.worldvisagroup.com/developers/workflow/configure-workflow.md#tags). > * **Description** (Optional): Document the workflow’s purpose and behavior for your team. Description can be added later in the workflow editor. > > ![Create workflow](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/create-workflow.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=f4c8b421150c0e3c2395076685c6e857) > > **5. Create the workflow** > > Review the form, then click **Create workflow**. > > After creating the workflow, you’re redirected to the Workflow Editor, where you can configure the workflow and add steps. > [tab] From template > > Templates are pre-built workflows for common notification scenarios. They include pre-configured steps, sample content, and pre-filled workflow details that you can customize. > > To create a workflow from a template: > > **1. Go to the WorldVisa Dashboard** > > Sign in at the WorldVisa Dashboard. > > **2. Navigate to Workflows** > > Open **Workflows** from the left sidebar. > > **3. Access templates** > > From the **Workflows** page, you can access templates in two ways: > > * Click the icon on the **Create workflow** button and select **From template**. > > ![Create from template](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/create-from-template.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=03b8651d9fc8da80dfedf9a4b8087591) > * Click **Explore templates**. > > ![Create from explore](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/create-from-explore.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=ed801f3053ca73e48462a70867274965) > > **4. Select a template** > > Browse the template library and pick one that matches your use case. > > **5. Create the workflow** > > Review the form, then click **Create workflow**. ## Send the first notification Creating the workflow stores the definition. It does not send anything. 1. In the workflow editor, add a channel step and write the message. 2. Open the [Activity Feed](https://docs.worldvisagroup.com/developers/workflow/monitor-and-debug-workflow.md) and confirm the run. 3. [Trigger the workflow from your backend](https://docs.worldvisagroup.com/developers/workflow/trigger-workflow.md) with the Development secret key and the workflow identifier. Workflows are created in Development. Production does not accept edits. Publish before a Production trigger can run the workflow. ## Manage workflows Once created, you can manage workflows from the Workflows page: ### Update a workflow After creating a workflow, you can modify its configuration at any time from the workflow editor. This allows you to evolve notification logic without creating a new workflow. Click on any workflow to open the workflow editor, where you can: * Update name and description (identifier cannot be changed) * Add or remove the workflow tags. * Change [workflow status](https://docs.worldvisagroup.com/developers/workflow/configure-workflow.md#workflow-status). * Configure [channel preferences](https://docs.worldvisagroup.com/developers/workflow/configure-workflow.md#channel-preferences) and [payload schema](https://docs.worldvisagroup.com/developers/workflow/configure-workflow.md#payload-schema). * Add, remove, or reorder [steps](https://docs.worldvisagroup.com/developers/workflow/add-and-configure-steps#add-a-step-to-a-workflow). The dashboard saves workflow edits automatically in the Development environment. You cannot disable auto-save, view an earlier workflow version, or restore a previous version. Production is view-only for workflows. Make the change in Development, then publish it to Production. If you need a reversible change, duplicate the workflow first and test the copy before you publish. ### Duplicate a workflow Duplicating a workflow lets you reuse an existing configuration as a starting point for a new workflow. This is useful when workflows share similar logic but differ in trigger identifiers, content, or steps. **1. Find the workflow** Locate the workflow on the **Workflows** page. **2. Open the menu** Click the three-dot menu (•••). **3. Select Duplicate workflow** Choose **Duplicate workflow** from the workflow menu. **4. Provide a new name and identifier** ![Duplicate a workflow](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/duplicate-workflow.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=6af821a1c758e1bb9b654f73a4bc4e71) **5. Confirm duplication** ![Duplicate workflow](https://mintcdn.com/wv-enterprise/nfMqNpG3TRk8Yj_D/images/developers/workflows/create-a-workflow/duplicate-a-workflow.png?fit=max\&auto=format\&n=nfMqNpG3TRk8Yj_D\&q=85\&s=b23311126b06e7688ccfbb806ea9859a) ### Delete a workflow > [!WARNING] > > Deleting a workflow is permanent and cannot be undone. Any existing triggers referencing the deleted workflow will fail with a `workflow not found` error. Execution history is preserved in the [WorldVisa Activity Feed](https://docs.worldvisagroup.com/developers/workflow/monitor-and-debug-workflow.md). **1. Find the workflow** Locate the workflow on the **Workflows** page. **2. Open the menu** Click the three-dot menu (•••). **3. Select Delete** Choose **Delete** from the menu and review the confirmation before continuing. **4. Confirm deletion** Review the warning, then confirm to permanently delete the workflow. ## Related topics - [How do workflows work in WorldVisa?](https://docs.worldvisagroup.com/developers/concepts/workflows.md) - [WorldVisa Developer Platform](https://docs.worldvisagroup.com/developers/overview.md) - [Notification Workflows in WorldVisa](https://docs.worldvisagroup.com/developers/workflow.md) - [Set up Inbox](https://docs.worldvisagroup.com/developers/inbox/setup-inbox.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.