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Workflow Packs help you organize and manage your workflows more efficiently. A Pack is a collection of related workflows based on their purpose, trigger type, or vendor. Whether you’re creating workflows for incident response, user provisioning, or scheduled reporting, Packs allow you to keep your workspace structured and easy to navigate. This page provides step-by-step guidance on how to create, edit, delete, and filter Packs within your workspace.

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Create a New Pack

1

Navigate to the Workflows page in your Workspace

In the left-hand sidebar, click the icon

2

Fill in the necessary details:

  • Pack name: My first Pack
  • Description: This is a Pack
3
Then click the Create button. The new Pack will be added to the Workflow page.

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Filtering Your Packs

There are various filtering options available to help you locate the exact pack you are searching for:
Filter By:Description
1Pack NameYou can use the search bar or checkboxes underneath the search bar to easily filter through and locate the desired pack by its name.
2StateYou have the option to filter your packs based on the current state of your Workflows. You can select one of two options: Active or Inactive.
3Trigger TypeYou have the ability to filter through your packs based on the specific trigger type that was chosen during the workflow creation process: Event Based, On-Demand, Scheduled
4TagsYou can filter through your packs based on the tags you gave to the Workflows you created.
5VendorsYou have the option to filter your packs by either searching or selecting the vendors utilized within the Workflows you have created.
To reset the filters applied to your packs, you have two options:

  1. Click the button adjacent to the pack’s name

  2. Click the Clear all Filters button.

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Editing a Pack

1

Find the Pack to Edit

Locate the pack you wish to edit on the Workflows page and proceed to click on the icon.
2

Open the Edit Menu

Select the Edit info option from the dialogue box that appears.
3

Update Pack Details

You will be directed to an Edit Pack pop-up where you can edit any information necessary.
4

Save Your Changes

Click the “Done” button to apply your changes.

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Deleting a Pack

1

Find the Pack to Delete

Locate the pack you wish to delete on the Workflows page and proceed to click on the button.

2

Select Delete Option

Click on the Delete pack option from the dialogue box that appears.
3

Confirm Deletion

Confirm that you would like to delete the Pack by clicking the Delete button.
4

Pack Removed

The pack will then be removed from your workspace.

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Interactive Tutorial Guide- Pack Management

You can also refer to the following tutorial guides for a more in-depth understanding of how to create, edit or delete

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1. Creating a Pack

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2. Editing a Pack

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3. Deleting a Pack