5. Creating Workflows

Workflows are actions agents can take on alerts and cases via a programmable button.

Workflows are custom actions you can create in our Dashboard in the form of a button. For example, you can create a button to automatically escalate an alert to P0 or assign a case to a specific team member.

Create a Workflow Button:


  1. Log into your Dashboard under a user with administrator privileges.
  2. On the left side navigation, select System.
  3. Head over to the Workflows tab:
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  1. You can see there are Alert workflows and Case workflows:
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  1. Select the + Create New Alert Workflows button for Alerts.
  2. This will bring up a new window where you can create a workflow button from a template or from scratch. Let's go ahead and create an Alert workflow from scratch:
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  1. Let's create a button that will close an Alert by replicating the choices in the image:
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  1. As you work you through the page, make sure you replicate the choices in the image below:
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  1. Once you are done, select "Create Workflow":
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  1. Success!
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Now that the workflow button has been created for alerts, when your agents investigate an alert, they will have the option to close it:

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