More Operations with a Workflow

View a Workflow in Fullscreen Mode

To open a workflow in full screen, click the     button in the top pane of the editor.

To exit the fullscreen mode, click on the     button.

Test a Workflow

The test workflow option allows to simulate the workflow execution directly in the workflow editor without triggering an alarm with matching conditions.

No people are contacted during the test. The respective workflow steps (for example, phone Call Someone, email Send Email) and other steps that cannot be simulated display the Unavailable while Testing message.

The workflow test doesn't create a record on the Event Logs page.

To test a workflow:

1. Open the workflow in the editor (see section Work with Workflow Steps > Workflow Editor)

2. In the top pane of the editor, click on the     button

   Watch the workflow test run.

   While testing the steps that require user input (typing some text or selecting an option), provide the necessary input.

   When Unavailable while Testing message is displayed, click Continue to proceed with the test.

3. Finish the test

   Depending on the settings configuration, in order to finish the test and close the test window, you may need to:

   • click Close workflow
   • select a Workflow Outcome
   • click close Close Test Window at the top right

Export a Workflow

To export a workflow:

1. Open the workflow in the editor

2. Click on the three dots icon more_vert at the top right

3. Select cloud_download Export to File to start the download

The workflow is downloaded as a JSON file with a name Talos-Workflow-[workflow-name].

tip

You can later import the downloaded workflow to any level of the workflows hierarchy and thus create a global, site group or site-level workflow.

Note that a Managed Workflow cannot be imported to a site, only to the Workflows page of a site group or Company. For a definition of a Managed Workflow, see section Standard, Managed Workflows, and Workflow Templates > Managed Workflows in Workflows Overview > Workflow Types.

View Workflow Version History

This operation is performed in the workflow editor or a particular workflow. The procedure is the same for global, site group- and site-level workflows.

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To view the version history of a Managed Workflow, open it on the original Workflows page where it was created. For instructions, see section Work with Workflow Settings > Open a Managed Workflow on Its Original Workflows Page.

You can view the workflow version history and restore one of the previous versions – for example, to undo the unwanted changes.

To view the version history of a workflow:

1. Open the workflow in the editor

2. Click on the three dots icon more_vert at the top right

3. Select content_copy Version history

    On the version history page that opens, you can:

• scroll the list of workflow versions

• assign a name to a version. To do so:

  • click on the three dots icon that appears to the right of the version on mouse hover
  • specify the version name in the field that expands
  • press Enter

• restore one of the previous versions. To do so, select the version you wish to restore and click Restore chosen version

  Clicking Restore chosen version closes the dialog. Note that the button is active only when a version different from the current one is selected.

To return to the workflow editor without restoring a version, click on the <- Back link in the upper-left part of the dialog.

Work with Workflow Overrides

Administrator or Manager can create one or several overrides for a workflow. An override is an alternative version of the current workflow that substitutes the original workflow for the specified time period.

When an override is created, it initially has the same name, steps, and settings as the original workflow. After an override is created, Administrator and Manager can edit any of its parameters, except the incoming conditions.

tip

It is possible to create a site-level override for a Managed Workflow that is linked to a site. For information on Managed Workflows, see section Standard, Managed Workflows, and Workflow Templates > Managed Workflows in Workflows Overview > Workflow Types.

A site-level override of a linked Managed Workflow can also be edited.

On the Workflows page, a workflow for which an override was created is marked with a blue dot with an hour plate, see the figure below.

In the workflow editor, an active override schedule icon is displayed, with the number of active overrides displayed in a blue circle above it.

If a workflow is opened in the editor while an override is in progress, the override is displayed instead of the original workflow. This is indicated by a bubble with the override duration that is displayed in the top pane of the editor, see the figure below:

After an override expires, it is automatically deleted from evalink talos.

Create an Override

The figure below shows the creation of an override:

To create an override for a workflow:

1. Open the workflow in the editor (see section Work with Workflow Steps > Workflow Editor)

2. In the top pane of the editor, click on the override icon

3. Set the date and time of the override start and end

4. Click Submit

   The workflow editor switches to the overriding workflow that was just created. The bubble with the override duration is displayed in the top part of the editor, and an override indication is added to the workflow tab on the Workflows page.

5. Edit the overriding workflow as desired

6. Click Save     to save the override

Add Another Override

To add a new overriding workflow:

1. In the workflow editor, click on the active override schedule icon in the top pane

   An inactive override icon indicates that the workflow currently has no overrides.

2. Select Add Override from the list

3. Repeat the procedure in section Create an Override

Switch between an Override and the Original Workflow

To switch between the original workflow and an overriding workflow:

1. In the workflow editor, click on the override schedule icon in the top pane

   An icon surrounded by a solid line indicates that at least one override was created.

2. Select the appropriate option from the list:

   • the entry with the call_split icon indicates the original workflow
   • an entry with the schedule icon indicates an override

Edit an Override

To edit an overriding workflow:

1. In the workflow editor, switch to the overriding workflow as described above

2. Click on the bubble that displays the override duration and select edit Edit Override

3. Apply the changes and click Submit

Delete an Override

To delete an overriding workflow:

1. In the workflow editor, switch to the overriding workflow as described above

2. Click on the bubble that displays the override duration and select Remove Override

3. Enter the confirmation code and click Confirm Delete