Workflow management: overview

  • Last update on January 23rd, 2024

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.