***Workflows require an advanced license***

To create a workflow, you must be in the Notification Policies > Advanced > select a policy > Rules > Edit the first line rule and click the + sign.

Enter a name for the Workflow, and review the blocks available under "Actions" and "Decisions"

Hover your mouse over a block for a description of it's function.

These Decisions and Actions are able to be linked together by dragging and dropping the block onto the Black line in the Workflow drawing tool window. 

In this example, a Notify block is placed. Simply click or double-click to configure, and select the contact to be notified.

Decision blocks

The Decision blocks provides options for scenario-based events. For example, if an alarm occurs, is it above a certain severity? If it is, call a supervisor, if it is not, call an operator. 

A Decision Block will ask a certain question, and if the criteria is met, it will branch down the right path (green arrow), if that criteria is NOT met, it will follow the left (red arrow). This can be done using combinations of Decision Blocks and Action Blocks, all user-defined.

These can prove to be very useful, in the event that a Callout list is restarted, the alarm is re-evaluated, and if a condition has changed, the proper measures can be taken.

Helpful use cases showing the advantages of an Advanced license and Workflows

  • Role-based notification; use a "Notify All" block to notify everyone with the corresponding Label 

- If turnover or personnel changes occur within the company, there's no need to edit the escalation logic of a workflow. Simply assign the correct roles/labels to people and the Workflow remains unchanged.

  • Push Reports + Schedule Decision Block; example: Tank #4 - Notify Operators of an alarm during the day vs Push a report to operators at night. 

  • Severity Decision Blocks help simplify Source Subscriptions. Instead of three subscriptions for three different severity ranges and three different notification policies, just one subscription and a single NP with three paths in the workflow. 

  • Label Decision Blocks help simplify NPs. Instead of three subscriptions with three different NPs, 1 shared NP with labels on each subscription and three paths in the workflow.

When the Workflow is complete, Save Changes and the Workflow will be saved as the active Workflow in the Advanced Notification Policy, and can be edited in the future by clicking the pencil icon. 

Workflows are saved in a list that is displayed when clicking on the ellipsis icon "..."