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Create Automation Workflow#

🔒 AutomationWorkflow.Create

Overview#

This operation is used to create a new Automation Workflow that can be reused across multiple Automation Controllers.

Setup#

No specific setup is required other than to meet the preconditions of the operation.

Preconditions#

  • The Automation Workflow does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

  1. Provide a name for the Automation Workflow.
  2. Optionally, provide a description of the Automation Workflow.
  3. Optionally select a Data Group for the Automation Workflow.
  4. Select Next to choose the available Tasks.

create_automation_workflow_step_one

Step 2: Select Task Packages#

  1. Select the Task Packages that will be available in the workflow editor panel.

    Required Package

    The Core Tasks package is mandatory and must be selected.

    Package Selection Rules:

    • Mandatory packages appear selected and cannot be unselected
    • Available packages can be selected or unselected as needed
    • Disabled packages appear grayed out due to dependency requirements

    The system automatically organizes packages in the following order: Mandatory (selected), Available for selection, Disabled.

  2. Select Create to finish the process.

create_automation_workflow_step_two

Step 3: Design Workflow#

  1. After creation, the workflow designer opens automatically.
  2. Design your reusable workflow logic using the available tasks.
  3. The workflow must have both Start and End points to be exportable and reusable in Automation Controllers.

    Workflow Reuse

    Once created, this workflow can be imported into any Automation Controller for reuse across multiple automation scenarios.