Module 11: Creating and Using Workflow Actions

Question 1

What are workflow actions?

Answer 1

Execute workflow actions from an event in your search results to interact with external resources or run another search

Question 2

What are the 3 workflow actions?

Answer 2

GET - retrieve information from an external resource
POST - send field values to an external resource
Search - use field values to perform a secondary search

Question 3

How do you create a GET workflow action?

Answer 3

• Settings
• Fields
• Workflow Actions
• New Workflow Action

Question 4

After opening a new GET workflow action what are the steps you take to finish?

Answer 4

1. Select the app
2. Name the workflow action with no spaces or special character.
3. Define the label, which will appear in the EVent Action menu
4. Determine if your workflow action applies to a field or event type
5. From the Show action in drop-down list, select Event menu
6. From action type dropdown list, select link
7. Enter the URL of where the user will be directed
8. Specify if the link should open in a new window or current window
9. Select the link method of get
10. Save

Question 5

How do you create a POST Workflow Action?

Answer 5

• Settings
• Fields
• Workflow Actions
• New workflow action

Question 6

After opening a new POST workflow action what are the steps you take to finish?

Answer 6

1. Select the app
2. Name the workflow action with no spaces or special characters.
3. Define the label, which will appear in the EVent Action menu
4. Determine if your workflow action applies to a field or event type
5. From the Show action in drop-down list, select Event menu
6. From action type dropdown list, select link
7. Enter the URL of where the user will be directed
8. Open the link in a new window or current window
   9 Select the link method of post
9. Provide post-argument parameters
10. Save

Question 7

How do you create a Search Workflow action?

Answer 7

• Settings
• Fields
• Workflow Actions
• New

Question 8

After opening a new Search workflow actions what are the steps you take to finish?

Answer 8

1. Select the app
2. Name the workflow action with no spaces or special characters.
3. Define the label, which will appear in the EVent Action menu
4. Determine if your workflow action applies to a field or event type
5. From the Show action in drop-down list, select Event menu
6. From the Action type dropdown list, select search
7. Enter the Search string
8. Select the app if it is different from the current app
9. Enter the view name where the search will execute
10. Indicate if the search should run in a new window or the current window
11. Enter the time range for the search or choose to use the same time range as the search
12. Save

Question 9

How do you test your Search and POST workflow actions?

Answer 9

From the Event Actions in an event