Lesson 1: Create Workflows with Triggers and Artifacts
In this lesson, you’ll learn where to find your basic workflow building tools in InsightConnect and how to link triggers and steps together for a functional workflow. We’ll also introduce you to Artifact Steps, which allow you to display information from any previous steps.
This lesson usually takes ten minutes or less to complete.
To begin, let’s build a two-step workflow with a trigger and an artifact:
- Click on the Active option from the “Workflows” section of the left side navigation, then click on the Create New button to open the Workflow Builder for a new workflow.
- The Workflow Builder is the canvas where you add and configure each step of your workflow.
- The Workflow Builder automatically opens the trigger configuration panel. Add your first trigger:
- Select API Trigger from the list of trigger options.
- Click the Continue button.
- Name the trigger
Welcome Triggerand add a description if desired.
- For now, click on the X button in the right-hand corner of the Input variables section. We’ll come back to this later.
- Click the Continue button. The information in this panel helps you configure APIs from third-party solutions -- ignore this for now.
- Click the Close Button.
- You’ve just added your first trigger. Congratulations! Now add your first step. Click on the grey + button to open the step selection panel.
- Select Artifact.
- Name the Artifact Step
- Make sure Markdown Card is selected for the type of Artifact.
- In the “Output Format” field, type or copy and paste
Welcome to InsightConnect!
- Click Preview. You’ll see a preview of what the artifact will look like when the workflow runs.
- Click Add Artifact to exit the configuration panel.
- Make sure to name your workflow before activating it. In the upper-left corner, click on the cog icon next to “Workflow Builder,” then click Workflow Settings. For now, name this workflow “Welcome Workflow” so you can easily find it for future lessons. Every workflow has settings for tags and how much time the workflow’s security process would typically take you and your team. Tags help you organize your workflows, and the “Time Saved” field will help you see how much time you save with automation and orchestration. You can leave these blank for now.
- Click Update to save your workflow details.
- Click on the Activate button in the upper-right corner of the builder to activate your workflow.
- Return to the “Active Workflows” page.
- Find the card for your “Welcome Workflow” by name. Now click on the three dots on the right side of the card to open the workflow’s options menu.
- From the drop-down menu, select the Run option, then click on the Run Workflow button.
- A new tab will open for your workflow’s “Job Details” page. When the workflow successfully runs, the “Job Status” section will say “Succeeded.”
- Click on the Artifacts tab to view content created by your artifact step.
Congratulations, you’ve successfully built, configured, and run a simple workflow! Now learn how it works.
Triggers kick off the workflow and pass initial data (if any) to the rest of the steps. In this lesson, we didn’t require any data, so the workflow ran when you clicked on Run and confirmed this with Run Workflow (More robust workflows require input before you click on Run Workflow, but we’ll cover this in the next few lessons). When you clicked Run Workflow, InsightConnect processed the step you added to the “Welcome Workflow.”
InsightConnect created a new Job to represent that single execution of your workflow. The “Job Details” page contains all of the data generated and processed by the workflow. Some of this information is formatted by artifacts you configured or by preset configurations determined by each plugin, but every step has output logs in case you need to view more data.
Find the Artifact you created by clicking on the Artifacts tab under the “Job Status” tile. The message you added to the Artifact is displayed in the card named “Welcome Artifact.”
In Lesson 2, you’ll learn how to create triggers with variables and pass data to following steps.