Adding workflows actions

  • Last update on December 18th, 2024

Workflows are not available in the Essentials solution.

 

The individual tasks that constitute a Workflow are known as actions. 

A 50-action limit per Workflow has been set. Existing Workflows won't be affected, but try adding more and a friendly reminder about potential performance slowdowns will pop up.

 

Adding actions to a Workflow

When building a Workflow, you have access to a set of management actions, known as Workflow management actions, which are specifically designed for Workflows. You also have access to all of your custom actions. 

Workflow management actions

Workflow management actions can be different from management actions, as are specifically dedicated to Workflows. They can only be accessed from the “Manage Workflows” section.

Workflow management actions can be categorized as follows:

  • Native actions, which can be found under the "Manual" and "Miscellaneous" categories.
  • Microsoft actions, which are available under all other remaining categories.

For more information about individual actions, please visit the Management actions library.

How to add a Workflow management action

To add a Workflow management action to your Workflow, follow these steps:

  1. Select “Manage Workflows” from the sidebar menu.
  2. Edit an existing Workflow or click “Create new”.
  1. Click “Add action”.
  2. From the “Action category” drop-down menu, select either “Manual” or “Miscellaneous”.
  1. Select and configure the desired action
  2. Press “Save”.

Adding dynamic operator information 

While creating or editing a Workflow action, you have the option to include dynamic internal inputs such as  “ExecutedBy”, “Execution ID”, and “Starting Time” in both predefined and custom actions. To incorporate these inputs, simply click the lightning icon next to a field and select the desired input you wish to include. 

How to select dynamic operator information inputs.

The resulting output will be available in the Execution Detail panel.

How to view dynamic operator information outputs.