Managing Workflows

Accessing the Manage workflows page

  1. Select Workflows from the main menu.

  2. Click on Manage workflows in the navigation panel.

  3. Click on the New workflow button in the top-right corner of the page to create a new workflow. Refer to the Creating workflows documentation for more information.

AAccessing the Manage workflows page

Workflows table

The workflows table lists all of the workflows available on your system. Use the search function at the top of the table to search for a specific workflow by name.

Workflows table

The table is organized by:

  • Name: Click on the name to edit the workflow.

  • Origin: The workflow type by origin.

  • Status: The workflow status, the options are Active or Inactive.

  • Triggers: The triggering mechanism of the workflow. The options are Manual, Scheduled and Service/API.

  • Active workflow version: The number of active versions for the workflow.

  • Last update: The time and date of the last workflow update.

  • Enabled: Switch the toggle to enable or disable the workflow.

Built-in workflows

Workflows installed from Library

Nexthink offers a set of preconfigured workflows that you can manually install from Nexthink Library. Go to the Nexthink Library module within your Nexthink instance to install, manage, and update predefined workflows.

Refer to Nexthink Library documentation for more information.

Custom workflows

Creating a workflow from scratch allows you to define which tasks you want to automate, configure their respective schedules or set up an API call.

Refer to Creating workflows for more information.

Action menu

Hover over a workflow to reveal the action menu on the left side of the table. The action menu contains the following options:

Share

Share the workflow with other teams in your organization by granting specific permissions to a specific role.

  • Click the Add profile text box and start typing the name of the profile.

  • Select the name from the list.

  • From the Select permissions dropdown menu, tick all permissions that you wish to grant the profile. The options are: View dashboards, Edit and Execute.

  • Click on the Grant permissions button to add the permissions to the list.

Details

View the workflow execution details page. Refer to the Getting started with Workflows documentation for more information.

Edit

Edit the configuration of the workflow. Refer to the Creating workflows documentation for more information.

Copy ID

Copy the ID of the workflow for use with the Nexthink API. Refer to the Workflows API documentation for more information.

Export

Export and download your workflows as a JSON file.

Delete

Remove the workflow from the system.

Importing a workflow

To import a workflow from your hard drive:

  1. Click on the Import button at the top-right of the Workflows Administration page to import a workflow in a JSON format.

  2. Select the relevant file from your hard drive and import it into the system. The file appears on the list of workflows.

Executing workflows

Run workflows on-demand from the NQL query results on the Investigations page. This can be on a single target device, multiple devices, or all of them, depending on whether you have configured the workflow to allow multiple executions.

  1. Select Investigations from the main menu.

  2. Using the NQL editor, enter a query that returns a list of the devices you are interested in.

  3. Click on the Run button to execute the query.

  4. Select one or multiple devices on which you want to run the remote action, or select all of them using the checkbox at the top of the first column.

Examples

An NQL query that returns all devices
devices
An NQL query that returns a specific device
devices 
| where name == "Device-Name"
| list name

Refer to Triggering workflows for more information.


RELATED TOPICS

Last updated