---
title: "Workflow by Category"
slug: "workflow-by-category-2"
updated: 2024-07-25T16:24:48Z
published: 2024-07-25T16:24:48Z
canonical: "help.symphonysummitai.com/workflow-by-category-2"
---

> ## 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.

## Navigation

To view the main Service Automation application page, perform the following steps:

1. Navigate to **Admin > Advanced > Automation > Orchestration**.

OR

Navigate to **Orchestration > User >Orchestration**.
2. Click the left hamburger icon to access all the options from the **MENU**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/main navig screen(1).png)

Figure: Service Automation - Landing page with menu options

### View Workflow by Category

To view Workflow by Category, perform the following steps:

1. Navigate to **Workflows > Manage Workflows > Workflow by Category**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YB3KGVBU.png)

Figure: Workflows menu
2. Workflow by Category page is displayed with all the records.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RG1LKTV1.png)

Figure: Workflow by Category

#### Filter Options

Filter records by the following options:

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-R4OVF13I.png)

Figure: Module option

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5LVYNO4O.png)

Figure: Work Order Source option

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-LILNVHQ1.png)

Figure: Tenant option

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4BE2EBCC.png)

Figure: Trigger Event option

> [!NOTE]
> Note
> 
> On selecting **Work Order** option in **Module** filter, Work Order source options are unlocked.
> 
> ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-LQ38AFNY.png)

#### 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/image-S6QFSWU2.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/image-0GIT4328.png)

Figure: Category view with workflow hyperlinks

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-422FBW3M.png)

Figure: Workflow list page

#### Views

You can view the Workflow by Category grid in two ways:

1. **Tile View**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-561F4U83.png)

Figure: Tile View
2. **List View**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-78SL2Q5W.png)

Figure: List View