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1c5d775
Adds TOC (#4709)
natasha-moore-elastic Jan 20, 2026
14a69bc
Adds front matter to workflow pages (#4711)
nastasha-solomon Jan 20, 2026
c2ebdb7
Merge main into workflows-9.3
natasha-moore-elastic Jan 21, 2026
2ed838b
[Workflows] Adds template section (#4742)
nastasha-solomon Jan 22, 2026
86b978f
[Workflows]: Admin capabilities for workflows (#4763)
nastasha-solomon Jan 22, 2026
24ae607
Update explore-analyze/toc.yml
nastasha-solomon Jan 22, 2026
b7be496
Merge branch 'main' into workflows-9.3
natasha-moore-elastic Jan 23, 2026
d3df856
Update explore-analyze/workflows/setup.md
nastasha-solomon Jan 23, 2026
9efcaf0
Add related links
nastasha-solomon Jan 25, 2026
b35fd80
[Workflows] Core components - triggers (#4696)
natasha-moore-elastic Jan 26, 2026
e8e32e1
Update explore-analyze/workflows/setup.md
natasha-moore-elastic Jan 26, 2026
dede82f
Update explore-analyze/workflows/setup.md
nastasha-solomon Jan 26, 2026
7304322
Update explore-analyze/workflows/triggers.md
natasha-moore-elastic Jan 26, 2026
f9529b1
revised setup intro
nastasha-solomon Jan 27, 2026
ca59f15
[Workflows] Introductory material and foundational concepts (#4713)
nastasha-solomon Jan 27, 2026
96f1c55
[Workflows] Data and error handling (#4716)
nastasha-solomon Jan 27, 2026
1d4846a
Merge branch 'main' into workflows-9.3
nastasha-solomon Jan 27, 2026
10b14d0
Update explore-analyze/workflows.md
nastasha-solomon Jan 27, 2026
cb01c7d
[Workflows] Authoring, monitoring/troubleshooting, and managing (#4718)
nastasha-solomon Jan 27, 2026
f4a3e7a
uncomment links and remove extra file
nastasha-solomon Jan 27, 2026
19b20b7
addresses some style issues
nastasha-solomon Jan 27, 2026
9135c5c
[Workflows] Flow control steps (#4759)
natasha-moore-elastic Jan 28, 2026
0e07299
[Workflows] Action steps (#4751)
natasha-moore-elastic Jan 28, 2026
1cf99fd
Merge branch 'main' into workflows-9.3
natasha-moore-elastic Jan 28, 2026
74cc08a
add links and remove comments
natasha-moore-elastic Jan 28, 2026
00470f3
Update explore-analyze/workflows.md
natasha-moore-elastic Jan 28, 2026
f46a9f9
expand AI steps
natasha-moore-elastic Jan 28, 2026
03a373b
Merge branch 'main' into workflows-9.3
natasha-moore-elastic Jan 28, 2026
b181f36
add link
natasha-moore-elastic Jan 28, 2026
874ab20
Merge branch 'main' into workflows-9.3
nastasha-solomon Jan 28, 2026
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20 changes: 19 additions & 1 deletion explore-analyze/toc.yml
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Expand Up @@ -397,4 +397,22 @@ toc:
- file: alerts-cases/cases/manage-cases.md
- file: alerts-cases/cases/manage-cases-settings.md
- file: alerts-cases/cases/cases-as-data.md
- file: numeral-formatting.md
- file: workflows.md
children:
- file: workflows/setup.md
- file: workflows/get-started.md
- file: workflows/core-components.md
children:
- file: workflows/triggers.md
children:
- file: workflows/triggers/manual-triggers.md
- file: workflows/triggers/scheduled-triggers.md
- file: workflows/triggers/alert-triggers.md
- file: workflows/steps.md
- file: workflows/data.md
- file: workflows/create-workflows.md
- file: workflows/monitor-troubleshoot.md
- file: workflows/manage-workflows.md
- hidden: workflows/use-cases.md
- file: workflows/templates.md
- file: numeral-formatting.md
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# Workflows
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description: Learn about the core components that make up Elastic workflows.
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# Core components
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description: Learn how to create and execute Elastic workflows.

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# Create and run workflows
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description: Learn how data is processed and transformed in Elastic workflows.
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# Data
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description: Learn how to get started creating Elastic workflows.
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# Get started with Workflows
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description: Learn how to edit and manage existing Elastic workflows.
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# Manage workflows
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description: Learn how to monitor Elastic workflows executions and troubleshoot errors.
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# Monitor and troubleshoot workflows
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description: Learn how to enable workflows and configure role-based access.
---

# Set up workflows [workflows-setup]

Before you can use workflows, you need to turn on the feature and ensure users have the appropriate permissions. In addition, you must have the appropriate subscription. Refer to the subscription page for [Elastic Cloud](https://www.elastic.co/subscriptions/cloud) and [Elastic Stack/self-managed](https://www.elastic.co/subscriptions) for the breakdown of available features and their associated subscription tiers.

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## Enable workflows [workflows-enable]

The workflows feature is turned off by default. To turn it on:

1. Go to the **Advanced Settings** management page in the navigation menu or using the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).
2. Search for `workflows:ui:enabled`.
3. Toggle the setting on.
4. Click **Save changes** to turn on workflows in your space, then reload the page.

The **Workflows** page displays in the main navigation menu and you can search for it using the global search field.

## Manage access to workflows [workflows-role-access]

Access to workflows is controlled by [{{kib}} privileges](/deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). Ensure users have the appropriate roles assigned to create, edit, run, and manage workflows.

| Action | Required privilege |
|--------|-------------------|
| Access the **Workflows** page | `All` or `Read` for **Analytics > Workflows** |
| Fully manage workflows | `All` for **Analytics > Workflows** |
| Grant access to specific workflow actions | Set sub-feature privileges for **Analytics > Workflows** |
8 changes: 8 additions & 0 deletions explore-analyze/workflows/steps.md
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description: Learn about workflow steps and how to create and configure them.
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# Steps
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description: Explore pre-built workflow templates to jumpstart your automation.
---

# Workflow templates [workflows-templates]

Workflow templates are pre-built workflows that you can use as a starting point. Instead of building automations from scratch, pick a template and customize it to fit your needs. For example, templates are useful for:
- Automating a common task
- Learning how workflows work
- Saving time with a ready-made example of a common automation pattern

## Access templates [workflows-templates-access]

[Browse](https://github.com/elastic/workflows/) available templates and examples to find one that matches your use case. Refer to the readme to get started using templates.

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description: Learn about workflow triggers and how to create and configure them.
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# Triggers
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description: Understand alert triggers and how to create and configure them.
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# Alert triggers
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description: Understand manual triggers and how to create and configure them.
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# Manual triggers
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description: Understand scheduled triggers and how to create and configure them.
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# Scheduled triggers
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description: Learn about common workflow usecases for search, observability, and security.
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# Use cases
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