# Creating and Managing Workflows

Workflows define the structure and process behind each record type in SureCloud.

Each workflow belongs to one entity.

Records created in that workflow use its fields, layouts, stages, and automation.

{% hint style="info" %}
Create the workflow first.

Then work through its tabs to configure the record experience.
{% endhint %}

### Open the workflows list

Go to **Settings** and open **Workflows**.

From there, you can:

* create a new workflow
* open an existing workflow
* review the workflows available in your tenant

### What a workflow contains

A workflow is made up of:

* **Attributes** that store the data on each record
* **Records** created by users in that workflow
* **Views** that control how records appear
* **Workflow logic** that controls stages, transitions, and automation

### Main workflow tabs

Use these tabs to configure the workflow:

| Tab             | What it controls                            |
| --------------- | ------------------------------------------- |
| Properties      | Workflow name, description, and permissions |
| Attributes      | The fields stored on each record            |
| Linked Entities | Relationships to other workflows            |
| Question Sets   | Questionnaire and assessment setup          |
| Views           | Record page layout                          |
| Workflow        | Stages, transitions, and progression        |
| Notifications   | Email messages triggered by workflow events |
| Preview Data    | Record data available in the workflow       |

### Recommended setup order

{% stepper %}
{% step %}

### Properties

Add the workflow name, description, and role permissions.
{% endstep %}

{% step %}

### Attributes

Add the fields you want each record to store.
{% endstep %}

{% step %}

### Linked Entities

Connect related workflows if records need to reference each other.
{% endstep %}

{% step %}

### Question Sets

Add questionnaires or assessments if your process needs them.
{% endstep %}

{% step %}

### Views

Design the layout users will see on the record page.
{% endstep %}

{% step %}

### Workflow

Configure states, stages, transitions, and automation.
{% endstep %}

{% step %}

### Notifications and Preview Data

Set up email notifications and check the workflow before rollout.
{% endstep %}
{% endstepper %}

### Next steps

Use [Workflow Design](/surecloud-docs/documentation/designer-hub/workflow-design.md) for the structure and layout settings.

Use [Workflow Logic](/surecloud-docs/documentation/designer-hub/workflow-logic.md) for stages, transitions, and automation.


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