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 in the top-right corner of the page and click to reveal the action.
Click on the Investigate button in 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.

Granting permissions for Workflows

Refer to the Roles documentation for a detailed description of Permissions, View domain options and Data privacy granularity settings.

To enable proper permissions for Workflows as an administrator:

Select Administration > Roles from the main navigation panel.
Create a New Role or edit an existing role by hovering over it.
In the Permissions section, scroll down to the Workflows section to enable appropriate permissions for the role.

View domain impact on Workflows permissions

The table below shows what users with full and limited View domain access can do, assuming the necessary permissions are enabled.

Permission

Full access

Limited access

Execute all workflows

Manage all workflows

View all workflow dashboards