--- sourceDocument: Yokohama Build workflows sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/build-workflows Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Build workflows ft:clusterId : - crworkflow bundleId : - crworkflow workflow : - Creator --- # Workflow editor title bar # Workflow editor title bar {#ariaid-title1} Release version: Yokohama Updated January 30, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Workflow Editor Title Bar The Workflow Editor title bar in ServiceNow provides essential information and controls when working with workflows on the canvas. It displays the workflow's title and status, such asChecked out by orPublished, helping users quickly understand the current state of the workflow they are editing or viewing. Show full answer Show less ## Key Features * **Workflow Properties:** Opens the properties form to configure the current workflow's attributes. * **Start:** Runs the workflow directly from the editor. This option is available only for workflows on the Global table accessible across all application scopes. For workflows on other tables, testing requires inserting a record that meets the workflow's conditions. * **Validate:** Performs validation checks before publishing to identify issues that could prevent successful publication or cause failures during execution. * **Help:** Opens documentation to assist with workflow creation and troubleshooting. * **Workflow Menu:** Accessed via a menu icon in the title bar, it provides additional workflow management options such as creating new workflows, opening existing ones, copying, publishing, checking out, deleting, and setting workflows inactive. ## Workflow Menu Options The menu offers a range of practical controls: * **New Workflow:** Create a new workflow from scratch. * **Open Existing:** Open and work on an existing workflow. * **Copy:** Duplicate the current workflow and rename the copy. * **Publish:** Make your personal checked-out version public, replacing the current published version. * **Checkout:** Create a personal editable version from a published workflow. * **Delete:** Remove a workflow unless it has active contexts associated with it. * **Set Inactive:** Disable the workflow to prevent its use. * **Expand/Collapse Transitions:** Adjust how transitions are visually arranged on the canvas for clarity. * **Start Workflow:** Start a test run of the current workflow. * **Validate Workflow:** Run pre-publication validation to detect potential workflow issues. * **Show Contexts:** View all contexts related to the workflow, useful for troubleshooting. * **Properties:** Open the workflow's attribute form. * **Edit Inputs:** Modify the list of variables that the workflow can accept when used as a subflow. * **Edit Stages:** Manage workflow stages, applicable for tables with a Workflow type column. ## Practical Use for ServiceNow Customers This title bar and its controls simplify workflow management by providing quick access to key actions such as running, validating, and configuring workflows. Customers can efficiently test workflows, manage versions, and troubleshoot issues directly from the canvas, enhancing productivity and reducing errors before publishing workflows into production. When a workflow is opened in the canvas, the title bar displays the workflow title and the workflow status in italics. Possible states are Checked out by \ and Published. Figure 1. Workflow editor title bar Controls on the right side of the title bar manage the workflow. * Workflow Properties ![Workflow properties icon](): Opens the current workflow's properties form. * Start ![Run the workflow icon](): Runs the workflow. This control is only available for workflows running on the Global table that are accessible from all application scopes. To test workflows that are on other tables, insert a record into that table that meets the condition of the workflow. * Validate ![Validate the workflow icon](): Tests the workflow prior to publication. Validation detects potential problems that can prevent the workflow from publishing or cause the workflow to fail. For more information, see [Workflow Validation](https://servicenow-prod.fluidtopics.net/ZZL4KWSHpaRX8X26zyWIBw "Workflow validation examines different characteristics of a workflow to locate issues that might prevent the workflow from being published or cause it to fail. The validation report summarizes the results of each separate workflow validation."). * Help ![Help icon](): Opens documentation to help you create the workflow. {#r_WorkflowEditorTitleBar__ul_tnz_mcx_kr} ## Workflow menu Click the menu icon in the title bar for additional options to configure the workflow. Figure 2. Accessing the workflow menu These menu options are available:{#r_WorkflowEditorTitleBar__table_nty_jfx_kr__entry__2} | Option | Description | |-|-| | New Workflow | Creates a new workflow. | | Open Existing | Opens another existing workflow. | | Copy | Creates a duplicate of the workflow. Give the copy a different name. | | Publish | Makes the personal workflow version public, overwriting the current published workflow version. This option is only available for checked out workflows. | | Checkout | Creates a personal version of the workflow for you, which you can edit. This option is only available for published workflows. | | Delete | Deletes the workflow. You cannot delete workflows that have contexts associated with them. | | Set Inactive | Inactivates the workflow so that it cannot be used. | | Expand Transitions | Redraws the transitions so that they do not overlap when they leave the activity condition. | | Start Workflow | Starts a test run of the current workflow. | | Validate Workflow | Runs validation tests on your workflow prior to publication. Use this validation to detect potential problems that can prevent the workflow from publishing or cause the workflow to fail. For more information, see [Work on workflows](https://servicenow-prod.fluidtopics.net/3h3anJpXK3KiutGhqH4BOg#work-on-workflows "To complete a workflow, you add workflow activities, validate the workflow, and publish it."). | | Collapse Transitions | Redraws the transitions so they overlap when they leave the activity condition. | | Show Contexts | Displays all the [contexts](https://servicenow-prod.fluidtopics.net/c0ux6lsD7d04WJPtd7VIZw "The workflow context performs the activities and transitions defined in the workflow with the new record as current.") for the current workflow. You can use this option to troubleshoot a workflow. | | Properties | Opens the Workflow Properties form, which defines the workflow's attributes. | | Edit Inputs | Opens the Workflow Inputs list of variables that the workflow can accept when used as a subflow. For more information, see [Pass a variable from a workflow to a subflow](https://servicenow-prod.fluidtopics.net/DXeKG6n1k8cBIcv1ZqcobA#t_VariableWorkflowSubflow "Use this process to pass variables from a parent workflow to a subflow."). | | Edit Stages | Opens the Workflow Stages list. For more information, see [Workflow stages](https://servicenow-prod.fluidtopics.net/iZ1VF1mMMx0eGHM0qMswOg "Workflows can indicate workflow progress by updating any field designated as a stage field."). For tables with a column of Type = Workflow. | [Table 1. Workflow menu options] {#r_WorkflowEditorTitleBar__table_nty_jfx_kr}