Overview
Many device management tasks involve multiple steps - installing apps, applying settings, creating users, updating firmware, and more. Workflows allow you to combine these steps into a structured, automated sequence that runs as a single process.
By grouping actions together, workflows help standardize processes, reduce manual effort, and ensure devices are configured consistently. For example, you can create an onboarding workflow that automatically prepares every new device with the required apps, settings, users, and updates - so it is ready for use without additional setup.
Accessing the Workflow Command
For demonstration purposes, the steps below show how to create and apply a Workflow to a single device. In practice, workflows can also be applied to multiple selected devices using Bulk Actions, or to an entire group directly from the group menu.
To access the Workflow command:
1. On the main menu in the Overview Dashboard, click the Devices icon.
The Devices Table opens, with a list of available devices.
2. Select the device to which you wish to apply the Workflow, click on the device’s three-dots menu in the far-right column and click Automate>Workflows.
The Workflow window opens, displaying all stored workflow items.
Creating a New Workflow Item
1. Click on the Add New button in the lower-left corner of the Workflow window to add a new workflow.
2. Supply a name and description for the workflow according to the actions and steps that the workflow will contain.
- Workflow settings: Set as Private -only you will be able to see this Workflow in the repository of Workflow items.
- Hide content from others: Other users will be able to apply this workflow but cannot see or open its content
- Set as read-only: The workflow will be editable only you and admin users, and read-only for the others
Edit Description for Workflow Item
3. Click on the Commands icon in the sidebar menu to open the Commands window.
4. Click on Add Command and select an action from the list.
In the example above, we selected the “Install Package” repository. This will display all of the existing software packages (apps) on the repository. You may select an existing app, or add a new one, as explained here.
5. For our example, let’s select the Google Chrome app. Click on the Google Chrome tile, and click Add in the lower right-hand corner. The app will now appear in the New Workflow list.
6. Repeat the process to add other commands, using the Add Command button. In our example, we also included sending a simple text message with the Send Message command and sounding a siren with the Sound Siren command.
7. If you wish to change the order of the items, you can drag them by clicking on the Press to drag icon in the command. This is useful if you want to insert an alert in the middle of the workflow, to inform you that the installation has proceeded as planned.
8. When you have completed adding all of the commands to the Workflow, click Confirm. The new Workflow will appear in the Workflow display of all saved workflows.
9. Click Apply in the lower right corner. This will execute the Workflow on the device that you selected.
You will receive an alert in the lower right-hand corner that the Workflow was sent to the device successfully.
Editing a Workflow
1. If you wish to add, remove, or change the order of items in the Workflow, click on the Workflow tile’s Edit icon.
2. The Edit Workflow window appears, allowing you to edit the name, description, and commands involved in the Workflow.
3. You can now edit one of the workflow items by clicking on the Edit icon or change the order of execution.