Building Your Workflow

📄️ Concepts and Terms

The following list defines key terms you should understand before using the Workflow Designer.

📄️ Send a Status Email Workflow

The following workflow—sending a status email after a ping check—illustrates a typical sequence of activities in the Workflow Designer. Each step is explained below the diagram.

📄️ New Workflows

The Create New option adds a blank workflow to the Designer canvas, represented by a Start and End element.

Tags are keywords used to organize workflows and make them easier to find. They typically represent actions or categories relevant to the workflow—for example, tags for a workflow like Monitor Windows, Event Log might include Monitoring, Windows, and Logs.

📄️ Where to Find Activities

Activities can be added through the following methods:

📄️ Configuring Activities

Activity settings define the values, parameters, or instructions that control how an activity runs. These settings vary by activity type. For example, the Copy File activity requires source and destination paths, while Reset Password for Active Directory needs a username, old password, and new password.

📄️ Testing Activities

Once activity settings that define the values and parameters of the activity have been added, you can test the validity of the activity in the right panel.