Build a graphical workflow representation with workflow visualizer

• From the navigation panel, select Automation Execution > Templates.
  • Select a workflow template and click View workflow visualizer.
• From the Automation Templates list view, click the icon next to a workflow job template.

• If you select an Approval node, see Approval nodes for more information.

  Selecting a node provides the available valid options associated with it.

  Note

  If you select a job template that does not have a default inventory when populating a workflow graph, the inventory of the parent workflow is used. Though a credential is not required in a job template, you cannot select a job template for your workflow if it has a credential that requires a password, unless the credential is replaced by a prompted credential.

• Always run: Continue to run regardless of success or failure.
• Run on success: After successful completion, run the next template.
• Run on fail: After failure, run a different template.

• Any is the default behavior, allowing any of the nodes to complete as specified, before triggering the next converging node. If the status of one parent meets one of those run conditions, an any child node will run. An any node requires all nodes to complete, but only one node must complete with the expected outcome.
• Choose All to ensure that all nodes complete as specified, before converging and triggering the next node. The purpose of all* nodes is to make sure that every parent meets its expected outcome to run the child node. The workflow checks to make sure every parent behaves as expected to run the child node. Otherwise, it will not run the child node.

  If selected, the node is labeled as ALL in the graphical view:

  

  Note

  If a node is a root node, or a node that does not have any nodes converging into it, setting the Convergence rule does not apply, as its behavior is dictated by the action that triggers it.

If a workflow template used in the workflow has Prompt on launch selected for the inventory option, use the wizard to supply the inventory at the prompt. If the parent workflow has its own inventory, it overrides any inventory that is supplied here.

Note

For workflow job templates with required fields that prompt details, but do not have a default, you must give those values when creating a node before the SELECT option is enabled.

The following two cases disable the SELECT option until a value is provided by the PROMPT option:

1. When you select the Prompt on launch checkbox in a workflow job template, but do not give a default.
2. When you create a survey question that is required but do not give a default answer.

However, this is not the case with credentials. Credentials that require a password on launch are not permitted when creating a workflow node, because everything required to launch the node must be provided when the node is created. If you are prompted for credentials in a workflow job template, it is not possible to select a credential that requires a password in automation controller.

You must also click SELECT when the prompt wizard closes, to apply the changes at that node. Otherwise, any changes you make revert back to the values set in the job template.

When the node is created, it is labeled with its job type. A template that is associated with each workflow node runs based on the selected run scenario as it proceeds. Click Legend to display the legend for each run scenario and their job types.

Note

If you hover over a step when adding a link and a red border is displayed, this means that you cannot connect those two steps together. This is a preventive measure to avoid users creating "circular dependencies", which can result in a workflow that ends up in an infinite loop and never finishes.

Important

Clicking Close does not save your work, but instead, it closes the entire Workflow Visualizer so that you have to start again.