Workflows Summary

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A Service Automation Workflow Summary Report provides management and operational teams with a consolidated view of the automation workflows deployed across various modules and tenants within a service platform. This report is essential for tracking the distribution, status, and coverage of automated workflows, enabling informed decision-making and proactive management.

To view the Service Automation Workflow Summary Report, perform the following steps:

  1. Log in to the Application.

  2. Select Reports to view the reports.

    Figure: Reports

  3. Select Service Automation to view the reports pertaining to SA.

    Figure: Service Automation

  4. Select Service Automation Dashboard in the Dashboard page to view the reports.

    Figure: Dashboards

  5. Click on the vertical ellipse on the SA_Workflows Summary Report in the Service Automation Dashboard page.
    Upon performing this action you can view other options on the report.

    Figure: Service Automation Dashboard

    For Field Description, refer to the following table:

    Field

    Description

    Tenant

    Refers to the organization, client, or business unit utilizing the service platform.

    Module Name

    Represents specific Service Management Module within the service platform.

    Example: Incident Management, Change Management, etc.

    Active Workflows

    The count of workflows currently enabled and running within a module for a tenant.

    InActive Workflows

    The count of workflows that exist but are currently disabled or paused.

    Total Workflows

    The sum of all workflows (active + inactive) configured for a module and tenant.

  6. Select Enter fullscreen to view the report.
    For other options, refer to the Field Description.

    Figure: SA_Workflows Summary Options

Field Description

The following table describes the options on the report in the SA Dashboard.

Field

Description

Force Refresh

Select Force Refresh option to refresh the report.

Enter fullscreen

Select Enter fullscreen to view the report in a full screen mode.

View query

Select View query to view the report query in a popup.

View as table

Select View as table to view the query in a tabular format.

Drill to detail

Select Drill to detail to view the details at the ID level.

Share

Click Share and select the below option:

  • Copy permalink to clipboard

  • Share chart by email

Download

Click Download to export the Report to Excel or save as Image.