StableN/ASyncedN/A

Starting a Workflow from an Action

Updated Jun 9, 2026267 viewsView on usehalo.com
  • Ticket
  • action
  • workflow

In this guide we will cover:

  • Setting a Workflow on an Action
  • Use on a Ticket

Admin Guides:

Setting a Workflow on an Action

In Configuration > Tickets > Actions, you can select the action you wish to apply this to.

Under the Details tab of the action, there is a setting to Start a new Workflow. Here you can select which workflow you want to trigger in the dropdown when that action is used. 

Fig 1. Start a new Workflow dropdown

I set mine to the Incident Management + Triage workflow.

Use on a Ticket

Fig 2. Opening the ticket on another workflow.

Fig 3. Changing the workflow with the Email User action.

Note: Using the action again will restart the workflow from the beginning, even if the ticket is currently following that workflow.