When creating a new workflow, it is recommended to base it on a template. This approach makes configuration easier and faster, and aids in gradually learning the workflow's capabilities.
Importing a Workflow
To import a workflow template:
1
Download a template
Workflow templates are stored as JSON files and can be found in the workflow template library in Gallagher's Security Hub.
2
Navigate to the Workflow Builder module
The Workflow Builder module displays all existing workflows and enables the creation of new ones. Follow either of the instructions below to create a new workflow from a template or import a template into an existing workflow.
New Workflow from a Template
To create a new workflow from a template:
1
Create a new workflow
Follow the instructions for how to create a new workflow and continue until you reach the workflow editor view.
2
Import a template
Use the Upload button at the top of the workflow editing screen and choose the file to import.
3
Imported workflows are automatically saved.
The imported workflow saves automatically. However, any changes you make after that must be saved manually.
Overwriting an Existing Workflow with a Template
To import a template into an existing workflow:
1
Navigate to the selected workflow
Follow the instructions for how to edit a workflow and continue until you reach the edit workflow view.
2
Import a template
In the workflow builder view, click the Upload button at the top of the screen and select the file to import.
3
Imported workflows are automatically saved.
The imported workflow overwrites the existing one and is automatically saved. Any changes you make after that must be saved manually.
