Automation Workflow Templates
Workflow Templates are pre-built Workflows that do not have a configured Automation Connection. These templates are useful when you need to reuse Workflow steps with different connections.
To use the out-of-the-box Workflow Templates available from InsightIDR, you need to activate them by adding a connection and using the template as a basis for a new Workflow.
For example, to create an Okta Workflow to suspend a user, first activate the Okta Workflow and then provide the connection details necessary to authenticate and access your Okta instance.
To activate a Workflow Template:
- From the left navigation menu, select the Automation page.
- Choose the Workflows tab.
- Click the Configure Workflow Template button in the right corner.
- When the “Configure Workflow Template” panel appears, find the Workflow template you want to use and click the Template option.
![](/api/docs/file/product-documentation__master/insightidr/images/Pasted_image_at_2019-03-25__9_49_AM.png)
- Give your workflow template a unique name.
- Choose the connection you want to use for the Workflow, or optionally create a new connection if no connection exists.
- Click the Save button to activate the template.
![](/api/docs/file/product-documentation__master/insightidr/images/image (24).png)
Activated workflows are usable with the Take Action feature during InsightIDR investigations.
Manage Active Workflows
After you add a connection to a Workflow Template to activate it, you can toggle the Workflow on or off as needed.
![](/api/docs/file/product-documentation__master/insightidr/images/eb62f2f-Screen_Shot_2018-09-30_at_12.15.53_PM.png)
To manage your active workflows:
- From the left navigation menu, select the Automation page.
- From the "Workflows" tab, select the Active option from the left panel.
- Find the active workflow you want to control, and toggle the Status button.
- Active workflows are available for automatic actions during Investigations. Scroll down to see all available automated workflows.
- Workflows that are grayed out with a green dot indicate that the investigation does not have necessary data to complete the workflow, but the workflow is still active.
![](/api/docs/file/product-documentation__master/insightidr/images/Screen Shot 2018-09-30 at 12.13.39 PM.png)
Inactive workflows do not appear in the dropdown for automatic actions during investigations.
- To edit or view a workflow, click the menu icon on the right. The steps and saved connections appear.
![](/api/docs/file/product-documentation__master/insightidr/images/Screen Shot 2018-09-30 at 11.44.55 AM.png)