Using workflows

Use workflows to automate repetitive networking tasks, including tasks that require interaction with external applications.

Each workflow is a set of code blocks that are processed in a logical sequence to complete a task. To create a workflow, you choose which blocks you want to use, then sequence and configure them to complete the task that you want to automate. You can use internal code blocks that manipulate variables directly, or integration blocks that submit API calls to external services.

You build, run, test, and refine workflows in the workflow editor. You can then deploy them to API endpoints so that external applications can run them.

In the dashboard, click Workflows. In the Workflows page, the list of workflows is shown. You can search them by name or folder location, and sort them by name, description, creator, or status. You can also perform several tasks:
Task Steps and more information
Clone a workflow
  1. Select a workflow from the list.
  2. In the Actions menu, click Clone.
  3. In the dialog, provide a name and location for the cloned workflow.
Compare workflows
  • Select workflows from the list, add them to a comparison list, and compare any two.
  • For more information, see Comparing workflows.
Create a workflow
  • Click + Create workflow, then build the workflow in the workflow editor.
  • For more information, see Using the workflow editor.
Create a folder
  • Click + Create folder, provide a name and description, and save your changes.
  • For more information about folders, see Using folders.
Delete one or more workflows
  1. Select one or more workflows from the list.
  2. In the Actions menu, click Delete and confirm whether you want to delete the workflows.
Deploy a workflow
  1. Select one or more workflows from the list.
  2. In the Actions menu, click Deploy. Link the workflow to an API, stage, and endpoint, and deploy it.
For more information, see Deploying workflows.
Edit a workflow’s name and description
  1. Select a workflow from the list.
  2. In the Actions menu, click Edit.
  3. In the dialog, update the name and description.
Export a workflow
  1. Select a workflow from the list.
  2. In the Actions menu, click Export and choose whether you want to use relative or absolute paths.
For more information, see Importing and exporting workflows.
Import a workflow
Move one or more workflows
  1. Select one or more workflows from the list.
  2. In the Actions menu, click Move.
  3. In the dialog, select the destination folder.
Open a workflow
  1. Select a workflow from the list.
  2. In the Actions menu, click Open. The workflow is opened in the editor.
For more information, see Using the workflow editor.
Push workflows to and pull them from a remote Git repository
  • In the main overflow (three-dot) menu, click Git config to create an authentication to a remote Git repository.
  • Further options are then shown that you can use to push workflows to and pull them from the repository.
  • For more information, see Using Git with workflows.
Run a workflow
  1. Select a workflow from the list.
  2. In the Actions menu, click Run, then run the workflow by using default or custom input variables.
For more information, see Running workflows.
View and manage workflow versions (1.1.4 and later versions)
  1. Select a workflow from the list.
  2. In the Actions menu, click Versions. In the dialog, you can view all versions of the workflow and rename, open, restore, or copy specific versions.
For more information, see Workflow version control.
View detailed information about active workflows In the workflow list, in the Active column, if a tag is shown, hover over it to view more information.
  • Hover over a Deployed tag to see which API endpoints a workflow is deployed on.
  • Hover over a Scheduled tag to see which jobs a workflow is scheduled to run on.
  • Hover over a Tiled tag to see which Automation Center panels a workflow is tiled on.
View workflow metadata (1.1.4 and later versions) Select a workflow from the list. In the Actions menu, click About workflow and view this information about the workflow:
  • Its hash value.
  • Its creation date.
  • The date when it was last modified and the user who modified it.
  • The time that you save by using it, that is, the manual execution time (MET).
  • The number of action blocks that it contains.