Packs
Pack Management
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.
To reset the filters applied to your packs, you have two options:
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.
Filtering Your Packs
There are various filtering options available to help you locate the exact pack you are searching for:| Filter By: | Description | |
|---|---|---|
| 1 | Pack Name | You can use the search bar or checkboxes underneath the search bar to easily filter through and locate the desired pack by its name. |
| 2 | State | You 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. |
| 3 | Trigger Type | You 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 |
| 4 | Tags | You can filter through your packs based on the tags you gave to the Workflows you created. |
| 5 | Vendors | You have the option to filter your packs by either searching or selecting the vendors utilized within the Workflows you have created. |
-
Click the button adjacent to the pack’s name
-
Click the
Clear all Filtersbutton.
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.
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.