Building a workflow

This topic covers how to build a workflow using the graphic workflow builder. It is assumed that you have the builder open for a workflow that you either just created, cloned, or opened.

When a workflow is initially created, it contains two preliminary steps: a trigger and an endpoint. The trigger must be selected from the library of available triggers, as described below.

To build a workflow

Cyber Protection administrator or Cyber Protection Cyber administrator.

The changes that you make to a workflow as you build it are saved automatically, and cannot be undone.

Click the Trigger widget and then, on the Trigger pane, select the trigger type:
- Event-based: The workflow starts when a specific platform event occurs.
  1. Click the Trigger type dropdown list.
    
    The available triggers display, grouped by category.
  2. Select a trigger.
  3. Enter a Description for the trigger.
    
    This is displayed in the Trigger widget.
  4. If the selected trigger supports trigger parameters, configure them in the Trigger Parameters section.
  5. Click Add trigger to add another trigger.
- Schedule: The workflow runs at predefined times, without requiring an event.
  
  The Add Trigger option for the workflow design is disabled. You can only have one scheduled trigger.
  1. Enter a Description for the trigger.
    
    This is displayed in the trigger widget.
  2. Select one of the schedule types and configure the options:
    - Monthly
      1. Select the appropriate checkboxes from the Days of month dropdown list.
      2. Select the execution time from the dropdown list.
        
        The execution time is automatically converted to UTC.
      3. Click Add time to specify an additional time for the workflow to trigger.
        
        Click the trash can icon to delete an execution time.
    - Weekly
      1. Select one or more days of the week.
        
        Click a selected day again to deselect it.
      2. Select the execution time from the dropdown list.
        
        The execution time is automatically converted to UTC.
      3. Click Add time to specify an additional time for the workflow to trigger.
        
        Click the trash can icon to delete an execution time.
    - Daily (default)
      1. Select the execution time from the dropdown list.
        
        The execution time is automatically converted to UTC.
      2. Click Add time to specify an additional time for the workflow to trigger.
        
        Click the trash can icon to delete an execution time.
    - Hourly
      1. Select one or more days of the week.
      2. Select a value from the Run every dropdown list.
      3. Select Minutes or Hours from the Time unit dropdown list.
      4. Select the scheduled trigger start time from the From dropdown list.
      5. Select the scheduled trigger end time from the To dropdown list.
The trigger type is defined when the workflow is created and cannot be changed later.
In the Actions section, click Cycle to add a cycle widget to the workflow.
1. Enter a Description for the cycle.
  
  This is displayed in the cycle widget.
2. Select a Data source for the cycle.
3. Configure the cycle widgets.
  
  For more information, see workflows-components-cycles.htm.
In the Actions section, click Condition to add a condition widget to the workflow.
1. Enter a Description for the condition.
  
  This is displayed in the condition widget.
2. Configure Path A (If) according to your requirements.
3. Click + to add a condition to the path.
  1. Select a Data source variable,
  2. Select an Operator and a Value.
  3. Click Add.
4. Click + to add a group to the path.
5. Click Add path to configure another path, as above.
  
  You can delete a condition or a group from a path by clicking the trash can icon next to it.
In the Actions section, click Action to add an action widget to the workflow.
1. Click the Action type dropdown list.
  
  The available actions are displayed, grouped by category and filtered according to the trigger that you selected.
2. Select the action from the available options.
3. Enter a Description for the action.
  
  This is displayed in the action widget.
4. Configure any required action properties in the Properties tab.
  
  Some action properties (such as email recipients, scripts, and protection plans) support tenant-specific data.
To add another step in the workflow Actions section, click a + icon at the step after which you want to add it.