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navigation_title Set up Workflows
applies_to
stack serverless
preview 9.3, ga 9.4+
ga
description Configure role-based access to Elastic Workflows.
products
id
kibana
id
cloud-serverless
id
cloud-hosted
id
cloud-enterprise
id
cloud-kubernetes
id
elastic-stack

Set up Workflows [workflows-setup]

:::::{applies-switch}

::::{applies-item} { "stack": "ga 9.4+", "serverless": "ga" }

To use workflows, ensure your role has the appropriate privileges. You must also have the appropriate subscription. Refer to the subscription page for Elastic Cloud and Elastic Stack/self-managed for the breakdown of available features and their associated subscription tiers.

::::

::::{applies-item} stack: preview 9.3

To use workflows, you must turn on the feature and ensure your role has the appropriate privileges. You must also have the appropriate subscription. Refer to the subscription page for Elastic Cloud and Elastic Stack/self-managed for the breakdown of available features and their associated subscription tiers.

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.
  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. The following table describes privileges required 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

What's next [workflows-what-next]

  • Create and run your first workflow. Refer to to learn more.
  • Understand how to use the YAML editor in {{kib}} to define and run workflows. Refer to to learn more.