BYOR with Actionable Workflow

You can build customized reports, pin them to the dashboard, and assign one or more closed loop workflows for quick actions. These workflows can be triggered at specific time intervals to gather data and integrate it into the reports. Assigning a workflow to your reports aids in elimination of redundant tasks, reduces processing time, improves efficiency, and gives greater visibility.

To assign an actionable workflow to your report:

  1. Go to the Workflow page in the Automation module.
  2. To create a new workflow, click Create New.
  3. Enter or select the field information.
    The following table describes the various fields in this section:
    Field Description
    *Name Enter a valid name for the workflow. For example: Generate AppViewX Certificate.
    Description Enter a description for the workflow.
    Category Select the category as Actionable-Reports from the dropdown list.
    Subcategory The subcategory is set to default.
    * : Mandatory fields
  4. Drag and drop the relevant workflow tasks and enable the workflow.
  5. Go to the Reports :: My Reports page and click Create new report.
  6. Under the BUILD section, enter or select the field information.
    The following table describes the fields under this section:
    Field Description
    *Report name Enter a valid report name. For example: Actionable Report.
    Description Enter a description of the report.
    *Select category Select the category as certificate from the dropdown.
    * : Mandatory fields
  7. Select the hook from the list and click Next.
  8. Under the CHART CONFIGURATION section, select the chart type as BAR.
  9. Select the field information for creating the chart.
    This table describes the field information in this section:
    Field Description
    X-axis label Enter the criteria for the X-axis label. For example: Issuer CA.
    *Group by Select a value from the dropdown list on the basis of which report data will be grouped. For example: Issuer CA.
    *Aggregation Select the calculation to be done on the report data for the dropdown. The following options are available:
    • Average: Calculates the average value of a given set of data.
    • Sum: Calculates the sum of all values in a given set of data.
    • Count: Calculates the total number of items in a given numeric field.
    • Maximum: Displays the maximum value in a given set of data.
    • Minimum: Displays the minimum value in a given set of data.
    * : Mandatory fields
  10. Click Save.
    A preview of the chart is generated on the right side of the screen.
  11. To add Chart Drilldown, click Next.
  12. Select drilldown type as Chart.
  13. Select the chart type as GRID and enter the Chart title as Generate Certificate.
  14. To configure the column headers to be displayed within the grid, click .
    Selected columns are displayed on the right.
  15. Enter or select the field information to associate a workflow with the report.
    This table describes the field information in this section:
    Field Description
    *Action name Enter a valid action name. For example: Generate Cert.
    *Select a workflow Select the workflow that was created (Generate AppViewX Certificate) from the dropdown menu.
    * : Mandatory fields
  16. To enable the workflow, click Save & Enable.
  17. To display the chart drilldown, click any of the bars in the graph.
  18. Select the Common Name for the actionable workflow.
  19. To trigger the workflow, select the workflow from the dropdown menu.
  20. On the Request :: All page, select the workflow Request ID.
    A stage-wise view of the workflow is displayed.
  21. To view the payload that was passed for the actionable workflow, click Script.
  22. To see successful completion of the workflow, click Submit CSR.