This section encompasses all aspects of Workflow management, including its creation, execution, and monitoring.
Basics of Workflow management
The primary actions related to Workflow management are:
Workflow list: see the Workflows delegated to you and review past executions.
Workflow preview: verify the actions that will be executed before running a Workflow.
Workflow deactivation: understand more about the implications of this action.
Set maximum execution duration: take control of your Workflow execution time.
Create and edit a Workflow
To create and edit a Workflow, consider these options:
Create a Workflow: follow the steps to build a Workflow from scratch.
Workflow export and import: discover how to import or export a Workflow as a JSON file.
Configure execution inputs: select the input variables required for executing a Workflow.
Add Workflow actions: build the individual tasks that constitute a Workflow.
Functions: control the execution of an action or a series of actions within a Workflow.
Publish a Workflow: share your Workflow with designated admins.
Templates: create a template to serve as the foundation for new Workflows.
Schedule and run a Workflow
To schedule and run a Workflow, explore these methods:
Manual execution: run a Workflow from Reports, Playbooks, or the Workflows section.
Custom lists: link a list of variables to one or multiple Workflows.
Run a Workflow via CSV: use an external data source as Workflow input.
Run a Workflow via API: integrate APIs to trigger Workflows from external applications.
Run a Workflow as Playbook remediation: schedule a Workflow to run according to a custom policy.
Monitor Workflow execution
To monitor Workflow executions, refer to these sections:
Approvals: understand how to handle pending Workflow requests.
Executions: monitor the progress of each Workflow execution.