Workflows

NAVIGATION  Modules > Automation > Workflows

SECURITY  Automation > View Tasks & Scripts

SECURITY  Automation > Run Tasks & Scripts

SECURITY  Automation > Edit Tasks & Scripts

VSA 10 facilitates automated workflows, which automatically remediate problems on your endpoints. You can set triggers and configure actions to bring back services, run scripts, alert on conditions, and much more. The built-in workflow automation is triggered when a certain event occurs from your monitored devices, which triggers notifications that share information about how to fix issues automatically.

This article describes the process to create, view, and manage your workflows.

Overview

From the left navigation menu in VSA 10, navigate to Automation > Workflows.

The Workflows page displays a list of all workflows created by all users in your environment, organized into three folders: 

  • Built-In (read-only): Contains default content that is provided with the product.
  • Content Packages (read-only): Contains Kaseya created content delivered from packages or templates.
  • User Defined: Contains custom content created by product users.

Click a folder name to view it's contents.

Click any header to sort the displayed records in ascending or descending order by the column's value.

Field Description
Name Displays the name of the workflow.
Description Displays the workflow description, if added.
Trigger type Displays the workflow trigger type: Notification or Ad-hoc and Scheduled.
Trigger Displays the trigger of the workflow execution.
Context Displays which devices are affected by the workflow execution.

NOTE  Workflows of the Notification trigger type automatically apply to all devices.

Status Displays the status of the workflow: Active, meaning the workflow is monitoring for changes, or Inactive.
Last modified date Displays when the workflow configuration was last modified by a user.
Last executed date Displays when the workflow was last triggered and executed.
Next execution date Displays when the workflow is scheduled to next be triggered automatically, if configured.
Execution time

Displays the length of the execution.

Hovering over a workflow displays options to run, edit, clone, or delete the workflow as available.

Page features

Feature Description
Filter by Enables you to filter the list. Refer to Applying filters.
Table Options Enables you to show/hide a column in the list.
Actions Enables you to do the following:
Create Workflow Enables you to create a workflow. Refer to Creating and editing a workflow.
Create Folder Enables you to create a folder to organize workflows. Refer to .

Workflow examples