---
title: "Workflow By Category"
slug: "workflow-by-category"
updated: 2026-04-30T12:02:32Z
published: 2026-04-30T12:02:32Z
canonical: "help.symphonysummitai.com/workflow-by-category"
---

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

# Workflow By Category

**Workflow by Category** refers to organizing and managing workflows based on specific categories or types of tasks within a system or application. In service automation, this approach helps in structuring and streamlining processes to ensure efficiency and clarity.

To view Workflow by Category, perform the following steps:

1. Navigate to **SA** > **Workflows** > **Workflow by Category**.
2. **Workflow by Category** page is displayed with all the records.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wbc.png)

Figure: Workflow by Category

#### Filter by category and Custom Filter

Click the filter icon to access category filter. All the categories created by the user will be listed under the categories. These filters can be used in tandem with other filters.

Custom filters: The workflow category filter allows the user to save the filter selection as a custom filter that can be loaded for repeated use.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/filtrs12.png)Figure: Category and Custom filters

#### Category grid

Clicking the workflow name hyperlink in the category grid displays a workflow list page, allowing you to further drill down into the workflow details.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wbc1.png) Figure: Category view with workflow hyperlinks

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wlp.png) Figure: Workflow list page

## Actions

| Action Name | **Description** |
| --- | --- |
| Filters | Allows administrators to refine workflows by criteria such as **Module**, **Work Order Source**, **Tenant**, and **Trigger Event**, helping narrow down workflows relevant to specific operational contexts. |
| Add New Workflow | Opens the workflow creation screen, enabling administrators to design and configure a new workflow and assign it to the appropriate category. |