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Workflows

Overview

The Workflows tool in Cortex allows you to automate running sequential actions and development workflows based on contextual data that exist inside your workspace. This tool supports both simple Workflows, like granting permissions to a database, and sophisticated ones, like creating a Jira ticket for an incident detected in Cortex.

Looking for a quick introduction to Workflows? Check out the Cortex Academy "Intro to Workflows" course, available to all Cortex customers and POVs.

Methods for managing Workflows

You can manage Workflows in the Cortex UI or via GitOps. You can also use the API to create, read, update, and delete Workflows.

Creating and running Workflows

Learn more in the following pages:

Workflow RBAC

It is possible to configure specific users, teams, or roles who are allowed to run a Workflow, or you can require the user to be an Owner or Editor of an entity in order to run the Workflow. This is described in more detail on Creating a Workflow.

It is also possible to add a "Manual approval" block to your Workflow, requiring approval from specific team members. Read more about configuring this under Add blocks to your Workflow.

Viewing Workflows

To see your Workflows, click Workflows in the lefthand navigation menu. To view existing Workflows, you must have the View Workflows permission.

At the top of the page, quickly see any Workflows that are pending your approval and a list of recently run Workflows.

In the Workflows tab, view all existing Workflows, including each Workflow's name and description.

  • From this page, you can edit, duplicate, run, delete, share, or create a Workflow. Click Run to run the Workflow. Click the 3 dots icon to view options to edit, duplicate, share, or delete the Workflow.

  • If a Workflow is in draft mode, you'll also see a Draft icon next to its name.

  • You can click the pin icon to pin any frequently-used Workflows to the top.

View Workflow runs

In the Runs tab on the Workflows page, view historic runs for each Workflow.

  • To view previous Workflow runs, you must have the View Workflow runs permission.

  • Read more in Running a Workflow.

View Scaffolder templates

In the Scaffolders tab on the Workflows page, view, edit, or delete your organization's registered Scaffolder templates.

  • Click the rocketship icon to create a Workflow that contains a Scaffolder step with that template:

Workflow use cases

See example Workflows in the following pages:

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