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Workflow Overview

Clicking on the "Overview" button on an automation in a Pack will open the Workflow Overview page. This page displays general information and settings of the Automated workflow and allows you to edit these settings to meet your needs. On the left-hand side is a preview of the current published version of the selected automated workflow.

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Published automations versions may be different the the automated workflow version in the workflow editor.

Automation Overview

Overview of an Automated Workflow

ParameterDescription
Automation nameName of the Automation.
Active/Inactive Published automations can be switched between active or inactive mode.
Description Description of the Automation.
Vendor The Vendor icon associated with the automation.
Tags Tags used to easily search for the Automation.
RunnerEnvironment in which the Automation is run. The default runner that is used is Blink-Cloud.
Serial Automation RunsWhen a automation is set to run in serial, it executes runes one after another in the order of occurrence. When turned off, the automation execution run in parallel and immediately when triggered
Run methodsMethods to run an Automation (depending on the trigger type).
Self serviceExposes or hides the Automation in the Self-service portal.
Notify on errorEmail address for notifications if errors occur during an execution.
Run workflow on error Enables a workflow to run when there is an error during an execution.

Filtering an Automated Workflow by Tags:

Instructions:

  1. In the "Tags" section of the automation overview , you also have the option to create you own tag(s) for the Automated Workflow by entering a tag name of your choice.

  2. After creating a tag, you can simply locate it in the "Tags" section on the left-hand sidebar of the Automations page. Use this tag to easily search or filter the desired automations in both the workflows list and the self-service portal.

Workflow Editor and Workflow Run Logs

Instructions:

  1. Click anywhere on the automation within the automation pack.

  2. You will be directed to the automation editor, where you can find two tabs at the top of the screen. The "Editor" tab is the default tab for editing the selected automation and the "Run Logs" tab to access the automation's Run Logs.

  3. To view the workflows's Run Logs, select the Run Logs tab, and then choose the specific Automated Workflow's Run Log you wish to view. Next to each Automated Workflow, it will indicate whether it is a "Test Run Log" or an "Active Run Log" as well as the time selected Automated Workflow was executed.

  4. In the top right corner, you can click on the three dots button three dots, a dialogue box will open offering three options: Edit Yaml where you can make any changes to the "YAML" format, "Settings" to view and edit details of the selected automation, and Version History to access various version histories for the selected automation.

Autosave Automated Workflow Draft

When you make edits to your automation steps in the automation editor, the system will save your changes automatically. To check the timestamp of your latest modifications, simply hover over the All Changes Saved link located in the top-right corner. Clicking on this link will open the automation's version history, allowing you to review or restore its previous versions.

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If automation fails to save, such as during a lack of internet connection, the autosave indicator will display not saved. Hovering over the indicator will provide additional details, if relevant.

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To avoid conflicts or potential loss of work, please be aware that concurrent editing is restricted. If a user is currently working in the editor, others will be unable to edit the same automation to ensure a seamless process.

Viewing Automated Workflow Outputs

View past executions in the Execution History tab. The left-hand side of the screen lists a history of executions and their status. The status can be one of the following:

StatusIconDescription
CompletedExecutionCheckThe Automation has run successfully.
StoppedExecutionPausedThe Automation has been stopped by the creator.
In progressExecutionProgressThe Automation is running.
PendingExecutionPendingA Step is pending human approval.
FailedExecutionFailedThe Automation failed to execute successfully.
Timed outExecutionTimedOutA Step has timed out as no approval was granted.
  1. Click on any execution and the details of that specific execution are displayed. On the top of the page, a status bar shows relevant information pertaining to the execution. Beneath it you can see input parameters entered by the user, and details of each Step.

  2. At the bottom of the page, click on an output parameter to see details about a specific output that was returned to the user.

Viewing the Event Payload of Event-Based Automated Workflow

See the payload that triggered a certain event.

Note This is relevant for workflows triggered by webhooks and pre-defined events.

  1. Navigate to see past executions in the Execution History tab and select an execution.

  2. View the event payload of an event-based Automation by clicking View Event next to the Trigger. An Event dialog box opens. You can copy the event to create another Automation.