---
title: "Workflow by Category"
slug: "workflow-by-category"
updated: 2023-06-15T07:57:08Z
published: 2023-06-15T07:57:08Z
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** displays all workflows categorized based on their specific purpose or function. This categorized view enables users to easily locate and select the appropriate workflows for automating their desired tasks or achieving specific outcomes.

### View Workflow by Category

To view Workflow by Category page, perform the following steps:

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

2. From the left **MENU**, select **Workflow Configurations > Workflow by Category**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684938186279.png)

Figure: Workflow by Category

The top section of the page displays different filter options as tile view along with a custom filter section.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684938366639.png)

Figure: Workflow filters

### Filter Options

Filter any records by using the following options:

- **Module**   
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1680584843484.png)   
Figure: Module Filter options
- **Work order source** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1680584930103.png)   
Figure: Work Order Source filter

Note:

On selecting the **Work Order** option in **Module** filter, **Work Order Source** options are unlocked.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1680585064763.png)Figure: Module and Work Order Source

  

- **Tenant**  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1680585210957.png)   
Figure: Tenant filter options
- **Trigger event**

![](https://docs.symphonysummitai.com/download/thumbnails/440696976/Picture13.jpg?version=1&modificationDate=1664359097934&api=v2)

Figure: Trigger event filter options

- **Filter by category & custom filter**

Click on the filter button 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://docs.symphonysummitai.com/download/attachments/440696976/Picture14.jpg?version=1&modificationDate=1664359097900&api=v2) Figure: category & custom filter

- Additional filter features to organize the number of workflows configured.

![](https://docs.symphonysummitai.com/download/attachments/440696976/Picture15.png?version=1&modificationDate=1664359097874&api=v2) Figure: Filter features.

Once filtered, the results can be shown in tile or list view under the **Category** section of the page. You can toggle between the **Tile View** and the **List View** in the top right corner of the Category section

![](https://docs.symphonysummitai.com/download/attachments/440696976/Picture16.png?version=1&modificationDate=1664359097863&api=v2) Figure: List view

![](https://docs.symphonysummitai.com/download/attachments/440696976/Picture17.jpg?version=1&modificationDate=1664359097839&api=v2) Figure: Tile view

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684938524822.png)

Figure: Workflow record tile

Here, Generic is the category with 9 workflows, executed 111 times being successful 40 times and failing 71 times.

Click on the desired category to access the workflow list page.

![](https://docs.symphonysummitai.com/download/attachments/440696976/workflow%20list.jpg?version=1&modificationDate=1664879790911&api=v2)

Figure: Workflow Execution record details

### Search Control

Using Search control, you can filter data across all columns. This acts as a one input search control for the list page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684992002202.png)

Figure: Search Control

### **Configure a new Workflow**

To configure a new workflow, perform the following steps:

1. Click "+" icon at the top right corner to configure a new workflow.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1680586087868.png)Figure: Workflow By Category page: New Workflow

Additionally, there is a separate configuration page to configure a new workflow. Refer to [New Workflow](https://help.symphonysummitai.com/docs/new-workflow-1) for more information.