Automating Concert Workflows using automation rules

If you are using a an on-premises Concert instance with the Concert Workflows add-on installed, you can use automation rules to execute a workflow job automatically based on a Concert event or triggering condition.

Before you begin

  • You must have either an installed version of the Concert Workflows add-on or an external instance of Concert Workflows to which you can establish a connection.
    Note: If you are using an external instance of Concert Workflows, you must establish a connection to provide the necessary authentication credentials, including the Workflow base URL, API key, and details about the Authentication (<user>/secret_name) created in your Concert Workflows instance. If you are using the installed add-on, the connection is already created during installation, so you do not need to take action.
  • You must have an existing workflow created in Concert Workflows.

Instructions

Follow these instructions to create a workflow in the Concert UI.

  1. Go to Administration > Integrations.
  2. Click Automation rules.
  3. Enter a name of the automation rule for internal reference.
  4. Under When this condition occurs, select a triggering condition from the list.
  5. Under Then take this action, select Trigger a workflow.
  6. Under Using this connection, select the pre-established connection to use. This is either the connection created when installing the Concert Workflows add-on, or a connection associated with an external instance.
  7. Select an existing workflow from the drop down list.
  8. Under With the following threshold values, adjust the settings as desired. These settings vary based on the selected triggering condition. Refer to the condition-specific topic in the Automation rules section for required parameters.
  9. Click Create.