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Create a Run Standalone Workflow action in Actions Menu

To create a Run Standalone Workflow action in the Actions Menu, do the following:

  1. Within APEX AIOps Incident Management, navigate to Correlate & Automate > Actions Menu.

    You can also navigate to the Actions Menu from the Incidents view or the Alerts view by doing the following:

    1. From the Incidents or Alerts view, select an incident or an alert.

    2. Click the Actions button in the top left:

      1. If you are viewing incidents, select Incident Actions > Configure Actions.

      2. If you are viewing alerts, select Alert Actions > Configure Actions.

  2. Select Incident Actions or Alert Actions.

  3. Click Add Incident Action or Add Alert Action.

  4. Provide a unique name for the action. Optionally, provide a description.

  5. Under Actions, make sure Run Standalone Workflow is selected.

  6. Under the Standalone Alert Workflow or Standalone Incident Workflow section, select a standalone workflow to run when the action is used.

    Warning

    Make sure that the standalone workflow you select has a filter that includes the alerts or incidents you intend to use it on when invoking the Run Standalone Workflow action. If the filter excludes the alert or incident, the action will run the workflow, but nothing will happen because the alert or incident will not pass the filter.

    For more information on defining a filter for standalone workflows, see The trigger filter.

  7. Optionally, add workflow context variables to be used in the workflow as key/value pairs.

  8. Configure Prompt Variables. Variables entered into the Key or Value fields under the Workflow Context section will appear in the list as prompt variables. Create new variables using substitution syntax. For example: ${variable}.

    1. Select a prompt variable from the list to edit the following properties:

      • Display Name: The name of the variable that the user will be prompted to enter a value for.

      • Variable Type: Select "String," "Number," or "Selection List."

        Selecting "String" or "Number" will enable you to specify the following additional parameters:

        • Default Value: A default value to be utilized in the event that the user prompt receives no input.

        • Minimum and Maximum Length or Value: A minimum and maximum length of string input in the case of “String” variable type and a minimum and maximum value in the case of “Number” variable type.

        Selecting "Selection List" will allow you to to add predefined values for the user to select from. To add new values, click Add List Item and specify the following parameters:

        • List Item Type: The type of the list item. Select either "STRING" or "NUMBER."

        • List Item Value: The predefined value that you wish to offer to the user. Make sure that the value matches the corresponding "List Item Type."

    2. Click Confirm to save the prompt variable.

  9. Click Save at the top of the page to save your action.

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