Heed Workflows Overview

Modified on Tue, 30 Jan, 2024 at 12:46 PM

Overview

With Heed's intuitive workflow integration capabilities, seamlessly incorporate your existing business applications and processes. These workflows expand Heed's core functionality, allowing it to align more closely with your organization's unique requirements, ultimately enhancing efficiency.


The user-friendly drag-and-drop interface simplifies the creation and maintenance of your workflows, making the entire process effortless.



Our platform offers seamless integrations with a range of widely-used enterprise systems, including but not limited to ServiceNow, SCOM, and ITRS Geneos. You can trigger specific workflows using data from these existing integrations or via custom Webhooks, granting you the versatility to integrate your in-house bespoke applications.


Accessing workflows

You can access the workflows page from the Customise option in the system menu. The workflows page will show you a list of all your workflows, you will also be able to toggle the Show All filter to view and administer workflows created by every admin user.



Triggers

Triggers define when your workflow will be executed. There are three different types of events that a trigger can be listening for:

  • Message Response - a user has responded to a notification, such as clicking a response button or submitting a form.
  • Time Based - a timer has elapsed, allows the periodic execution of a workflow.
  • External Event - the receipt of data from an external application via a web request.

All triggers will provide some form of output which can be used throughout your workflow.


Activities

A workflow consists of a series of activities, these are either triggers or actions. There several different types of each, all having different interfaces and outputs.


The activites perform tasks within your workflow or are used to control the flow of execution. An action could for example record data in a database, send a message to a list of users or check whether a condition is true.

Some of the available actions include:

  • Find Users
  • Publish Message
  • HTTP Request
  • Boolean
  • Loop

You can see the resulting output of each activity on the activities details pane, as shown below for the Find Users activity: 



For more information on these activities and all the others available please see the activities guides. For more information on datatypes such as objects please see the datatypes guide.


Debug

Previous executions of a workflow can be seen in the debug section in the left panel. Each execution will have an ID, completion status, execution time and execution duration, as seen below:



Where Blue means the execution is In progress, red means the execution failed, green means the execution succeeded, and amber means the execution succeeded with warnings.


Clicking on an execution will open it and show you information regarding each of the activities triggered in the execution. For more information about the workflow debug see the debug guides.


Data types

Whether your data is text, number, boolean etc is an important consideration when building your workflows. As a type miss match can cause your conditional statements to fail unexpectedly or if you were to perform some calculations on the output of an activity in a script activity and the output turns out to be text and not a number you would end up with some very interesting results. 


The following datatypes are available:

  • Text: Any text based value
  • Boolean: Represents one of two values, true or false
  • Number: A numeric value
  • Null: The intentional absence of any object value
  • Object: An object is a collection of properties, and a property is an association between a name (or key) and a value
  • Array: sed for the storage of multiple values

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