Building workflows

Base new workflows on templates or create them from scratch.
You must be an admin user to create and edit workflows.
A workflow is initiated by a trigger, such as an application being discovered, a task being created, or a user meeting specified criteria. The trigger is followed by one or more steps, which define what happens in response to the trigger.
For example, when a new application is discovered that is considered to be high risk, you may want to send an email or Slack message to notify members of your IT team. Depending on their response, you might then set the app status to "In review" or revoke the access token.
You can base a new workflow on a template or create a new workflow from scratch. New workflows are created in a draft state and must be enabled before they can be triggered automatically.
To build a new workflow:
  1. 1.
    Select Admin > Workflows to open the Workflows view. Any existing workflows are listed.
  2. 2.
    In the top right-hand corner click Create. The New workflow page is displayed and the workflow templates are listed.
  3. 3.
    Either select a workflow template and click Create or click Start from scratch.
  4. 4.
    If you opted to create a new workflow from scratch, enter a name for the workflow and select the trigger that will initiate each run of the workflow. When you have finished, click Create.
  5. 5.
    The workflow details page is displayed. The trigger and any subsequent steps are shown on the left-hand side. Select the trigger or a step to view and edit the details.
    • Edit the trigger and step details as required.
    • To add a new step, either click the + icon below the last step or click the node between two steps. It is not possible to re-order existing steps. Instead, delete the steps and add them again in the required order.
    • To rename a step, click the pencil icon next to the step name. Step names are displayed on the Workflow Runs view, and having descriptive names can be useful when checking the progress of workflows.
    • For more information about sending notifications to users and requesting user input, see Sending a Slack message and Sending email notifications.
    • For more information about using groups to initiate multiple steps at the same time, see Running steps in parallel with groups.
  6. 6.
    When you have finished, click Save draft.
The "Save draft" option in the workflow editor.
To edit an existing workflow, open the Workflows view and click the name of the relevant workflow. The workflow details page is displayed.
To test a workflow, click the menu icon in the top right-hand corner and select Trigger now. Depending on the workflow trigger, you may need to enter a trigger input. The test run will be listed on the Workflow Runs page. For more information, see Managing workflow runs.
Using the "Trigger now" option to test a draft workflow.
Once your workflow is ready to be used, click Enable to make it live. The next time the trigger conditions are met, a workflow run will be initiated. For more information about workflow runs, see Managing workflow runs.