Selecting and Configuring a Workflow Action

This section describes how to configure an Action node in a Workflow with an Enforcement Action from the Select Action pane. For details on each enforcement action, refer to the Enforcement Actions Library).

Selecting the Workflow Action

To select the Workflow Action

1. Click the Action node. The Select Action pane opens in Tile view, displaying all available Workflow Actions according to their categories.

   • Recently used Actions appear at the top.
   • Display the actions in List view (click the List icon) or Tiles view (click the Tiles icon).

2. In the Select Action pane, simplify your selection of an action by filtering the actions by name and/or category.

   • In the Search Action box, type part or all of the action name. The list is automatically filtered as you type.
   • In the Category dropdown, select one or more categories, and then select an action.
   • You can click Collapse All to show only action categories.
   • You can click Expand All to show all available actions under all action categories.
   • You can click the Collapse icon near a category to hide its actions.
   • You can click the Expand icon near a category to show its actions.

2. Select the action. The selected action is displayed in the Action node.

Configuring the Action

1. In the action configuration area of the Action Setup drawer, in Action name, use the default name provided (begins with workflow_) or type a new meaningful name.

2. If you want to configure dynamic values for this action, toggle on Configure Dynamic Values and Define the statement with the assistance of the Dynamic Value Statement Wizard (only if your statement uses Action fields and Asset fields only; not Event fields) or the Syntax Helper with Autocomplete feature.

   1. Determine the Asset Fields whose values you want to work with.
   2. If this Action immediately follows an Event or Event Condition, you can use data from the event in the Dynamic Value statement.
   3. Choose the Action form fields that you want to populate with values from the Adapter fields and/or Event fields.
   4. With the help of Autocomplete or the Wizard, choose the functions and operators necessary to produce the values that you want in the Action form field.
   5. If you configured the statement in the Syntax tab, click Validate to make sure the statement is valid. To learn more about statement syntax, see Creating Enforcement Action Dynamic Value Statements.

3. Fill in the remaining required fields for the action. To learn more about each Enforcement Action and its fields, see the Enforcement Action Index.

Choosing Asset Fields for a Dynamic Value Statement

You can choose the Asset Fields whose values you want to work with, using one of the following methods:

• Syntax Helper
• Dynamic Value Statement Wizard

To copy an Asset field into the statement using Syntax Helper

1. Click Syntax Helper and open the Asset Fields tab.
2. In the Module and Adapters dropdowns, select the asset type and adapter.

4. From the Select Adapter Field dropdown, select the relevant field. The internal field name appears under Field Name in Statement.
5. Click the copy icon near the field name. The field name is copied to the system clipboard.
6. Click Close and paste the field name into the statement.

The following screen shows the Syntax Helper - Asset Fields tab for selecting a Device Asset Name aggregated field.

Using Event Data in a Dynamic Value Statement

You can configure the Dynamic Value Statement in an Action with fields from the Event node directly above it.

You can choose the Event fields for the Dynamic Value statement using one of the following methods:

• The Syntax Helper to get the correct field names and copy them.
• Autocomplete, to choose from fields in this action configuration.

To copy an Event field into the statement using Syntax Helper

1. Click Syntax Helper and then click the Previous Node Fields tab. The fields from the previous Event are listed under the tab.
2. Hover over one of the Event fields and click the copy icon that appears to the right of the Field name in IFTTT statement entry. The field name is copied to the system clipboard.
3. Click Close and paste the field name into the statement.

The following screen shows the Syntax Helper - Previous Node Fields tab for copying the Channel ID field from the Slack Message Event.

To add an Event field into the statement using Autocomplete

1. In Define the statement, begin typing an All statement or Switch/Case statement, and when you get to the relevant place in the statement, select an Event field from the dropdown that opens.

In the following screen, Autocomplete shows the first four available Event fields from the Slack Message Event.

Choosing Action Form Fields for Dynamic Value Statement

You can choose the Action form fields for the Dynamic Value statement, to populate with values from the Adapter fields and/or Event fields, using one of the following methods:

• The Syntax Helper to get the correct field names and copy them.
• Autocomplete, to choose from fields in this action configuration.

To copy an Action form field into the statement using Syntax Helper

1. Click Syntax Helper. The fields from the selected Enforcement Action configuration dialog are listed under the Action Form Fields tab.
2. Hover over one of the Action form fields and click the copy icon that appears to the right of the Field name in IFTTT statement entry. The field name is copied to the system clipboard.
3. Click Close and paste the field name into the statement.

The following screen shows the Syntax Helper - Action Form Fields tab for copying the Tag names field in the Axonius - Add Tag to Assets Action configuration dialog.

To add an Action form field into the statement using Autocomplete

1. In Define the statement, begin typing an All statement or Switch/Case statement, and when you get to the place where you have to select an Action Form Field, select it from the dropdown that opens.

In the following screen, Autocomplete shows available Action Form fields for the Axonius - Add Tag to Assets Action configuration dialog.