Import a Workflow

Workflows are a useful tool to help you automate a myriad of processes across the OneSite Platform - including OneSite Patch - to solve a specific problem or enhance a specific feature.

Adaptiva offers many built-in Workflows to choose from, as well as the ability to create your own custom Workflows. For example, you may want to create a Workflow called "Inventory specific system properties for device targeting" which will target clients with specialized property checks.

Below is a guide on how to import and deploy your custom Workflows.

Importing your custom Workflow

1. Select the Home screen settings cog dropdown (), and select the Import button.

   
2. This will open the Import pane and Windows File Explorer.

   
3. Select a file to import and click Open.

4. The Import pane will display.

   

   Exporting Organization, Description, and Import Folder Settings information will populate if it exists in the OBEX or JSON file prior to importing. Otherwise this will be blank.

5. If an OBEX or JSON file denotes a file directory, this Workflow will be saved there.

   • However, if you would like to override where the file will be saved in the Workflow directory, toggle Override Automatic Import Folder and Browse to choose a different folder.

   

   
6. Select Import, and the file should now successfully be imported into the Workflows Designer Dashboard.

   

Deploy your custom Workflow

1. Hover over the Workflows dropdown and select Designer in the left navigation menu.

   
2. Select the folder containing the imported Workflow from the Workflow Designer directory.

3. The folder contents will be displayed in the pane on the right.

4. Select the more options dropdown next to the Workflow and select Deployment Settings.

   
5. Select Deploy.

6. Review the Deployment, Execute, and Logging settings and then select OK.

   
7. A pop up will appear at the bottom of the window if the deployment was successful.

   

Resolving errors during import

When importing a new file, errors may be present in the Import pane. Common errors include objects with the same name or type, or built in objects that already exist, etc. We have resolution options to choose from for each type of error you may encounter. All errors must be resolved prior to importing a Workflow.

1. Errors can be resolved by selecting the Resolve button in the Errors tab.

   
2. Check the Resolution you wish to apply and click OK.

   
3. Once all Errors are resolved, select Import.