Workflows Page
  • 20 Nov 2023
  • 3 Minutes to read
  • Dark
    Light
  • PDF

Workflows Page

  • Dark
    Light
  • PDF

Article Summary

The Workflows page displays a list of all Workflows and allows you to create, view, modify, duplicate, and delete them.

Each Workflow is composed of a triggering Event or Action in its first node, followed by Conditions and additional Actions and Events.

  • A triggering Event can come from a third-party system (such as Slack or BambooHR) or from inside Axonius when there is a change in your asset pool.
  • A triggering Action is an Enforcement Action that you configure inside the first node of the workflow to run on specified assets matching a specified query. The workflow begins running only when you manually run this triggering action by clicking Save and Run in its configuration.

After the Workflow trigger completes running, the workflow with that Event or Action defined as a trigger continues running, and automatically performs configured actions consecutively or contingent on additional events or results of previous actions.

The following is an example of a Workflow triggered by an Event:
SampleWorkflow

Opening the Workflows Page

To open the Workflows page

  • Click the Enforcement Center EC_Icon icon on the left navigation panel, and then click the Workflows tab.

EC_WorkflowsTab

The Workflows page consists of the following main elements:

  • Folders pane (left pane)
  • Search/Filter bar
  • Workflows table (main area)

The Folders Pane

Refer to Managing Workflows on how to organize your Workflows and manage them.

The Workflows Table

The Workflows table displays a list of workflows. Each row in the Workflows table lists one workflow. Users can only see the workflows created by other users in the same Data Scope.

The Workflows table includes the following fields:

  • Structure - The icons indicate the events and actions configured in the Workflow.
  • Workflow Name – The Workflow name.
  • Trigger Type – The type of trigger that triggered the Workflow. Available triggers: Event, Action
  • Trigger - The name of the Event or Action that triggered the Workflow.
  • Total Runs – The total number of times the Workflow was run.
  • Last Run – The date and time that the Workflow was last run.
  • Last Run Status - Whether the last run of the Workflow completed, failed, or partially completed.
  • Last Updated – The date and time that the Workflow was last edited.
  • Workflow Status – The status of the Workflow. Possible statuses: Active, Paused (as defined in the Workflow settings), or Terminated.
  • Query Name - Relevant for Workflows with an Action trigger. The workflow runs on assets matching this Query, which is configured in the triggering Action.

Filtering the Workflows Table

You can filter the Workflows table to view a subset of Workflows by selecting from the following lists:

  • Search workflow – Searches on all text fields of the actions.
  • Workflow Name – Filters the list by Workflow name.
  • Trigger Type – Filters by the type of trigger that triggered the workflow. Available triggers: Event or Action
  • Event Type – Filters by the type of event in the workflow.
  • Action Type – Filters by the type of action in the workflow.
  • Query - Filters by an Action trigger that contains this Query.
  • From/To date selection – Filters by the date the workflow was run.

Click Reset to reset all filters and show all Workflows in the system.

Performing Actions on Workflows

From the Actions menu on the Workflows page, you can do the following:

  • Delete one or more selected Workflows.
  • Duplicate a single Workflow.
  • Open a Workflow in a new tab.
  • Move selected Workflows from one folder to another.

To perform an action on a Workflow

  1. In the Workflows table, select one or more Workflows (select only one to duplicate).
  2. Click Actions at the top-right of the Workflows table and select one of the following:
    • Delete - Deletes the selected Workflows from the entire system. To learn more, see Deleting Workflows.
    • Duplicate - Creates a copy of the selected Workflow. Use the name provided, or type a new meaningful name. To learn more, see Duplicating Workflows.
    • Open Workflow - Opens the selected Workflow in a new tab. Learn how to open a workflow.
    • Move To Folder - Move selected Workflows from one folder to another. Learn more on how to move Workflows.

Viewing and Editing a Workflow

You can view the configuration of any workflow that is listed in the Workflows table, and edit, as permitted. To learn more, see Viewing and Editing Workflows.

Creating a Workflow

Click Create Workflow to configure a new workflow. To learn more, see Creating a Workflow.

Viewing Results of Workflow Runs

Click Run History to view the results of Workflow runs. To learn more, see Viewing Workflows Run History.



Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.