Getting started with Workflows

Key concepts

Create workflows to automate repetitive tasks that you can trigger manually, based on a specific schedule or through an API call.

Accessing Workflows

Select Workflows from the main menu.

In the navigation panel:

Choose an existing workflow to view the workflow details page.
Select Manage workflows to create, edit and remove workflows. Refer to the Manage Workflows documentation for more information.
Click the New button to start creating a new workflow. Refer to the Creating workflows documentation for more information.

Workflow execution details page

The details page shows execution details for a specific workflow.

Click the Edit workflow button in the top-right corner of the page to enter editing mode.
Use the timeframe picker to change the time period on the workflow executions page.

The Executions gauge and timeline show In progress, Successful, Failed and Canceled executions. Click on the labels of the gauge to apply filters to the whole page.

The workflow executions table is organized by Request time, Status, Device name, Username Trigger method, Outcome and Execution Duration.

Select an execution from the list to show more details of the execution chain in the side panel.
Hover over the action menu at the top-right of the page and click to reveal the action.
Click on the Investigate button at the top right of the table to view the results of the NQL query for the executions.

Click the Edit workflow button to enter editing mode.

Permissions

To enable proper permissions for Workflows:

Select Administration from the main menu.
Click on Role from the navigation panel.
Click on the New role button to create a new role or edit an existing role by hovering over it and clicking on the edit icon to change the role configuration.
In the Permissions section, scroll down to the Workflows section to enable appropriate permissions for the role.

Refer to the Roles documentation for a detailed description of the permission options.