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.