---
title: "Create Workflow"
slug: "create-workflow"
updated: 2026-08-11T11:51:50Z
published: 2026-08-11T11:51:50Z
canonical: "help.idibilling.com/create-workflow"
---

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

# Create Workflow

This action is installed by the Workflow web module. It creates a work item that will create workflow and optionally start it.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85911.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A07%3A47Z&se=2026-11-14T12%3A07%3A47Z&sr=c&sp=r&sig=gtJfp9RcSaOVZTF5Ul%2F%2FyTqsvQzXNXNbbiC2M%2F3TH2w%3D)

#### Parameters:

| Workflow ID (required) | Name of the Workflow definition. > [!NOTE] > Note > > Only checked in Definitions will show up in the drop down list. |
| --- | --- |
| Coordinator (required) | ID/name of the individual who will be coordinating this instance. |
| Name Override | Actual name of this definition. This is a free text field. You can enter a unique name to set it apart from another instance. |
| Requested Due Date | Date and time for instance to be completed. |
| Extended Data | Ties into user defined extended data in the Workflow definition. |
| Auto-Start | Enter Yes or No. |
| Link Reference ID | This field and Link Reference Type are used to establish the linkage between a workflow and it’s related customer or ticket. Enter the specific customer or ticket ID based on the selected Link Reference Type. |
| Link Reference Type | Select Customer or Ticket from the drop down menu. |