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Workflows

Workflows automate what happens in CyberGuard. A workflow reacts to something — a schedule firing, an object changing, an external system calling in, or you pressing a button — then runs a series of steps: read objects, create or update them, branch on a value, loop over a list, send an email, call an external system. You build them visually on a canvas, no code involved, and everything a workflow does is bounded by the permissions of the person who published it.

Operations → Workflows lists every workflow you can see, with its triggers, activity and domain. The + button creates one, the import button next to it imports an exported workflow file, and opening a workflow lands you in the builder.

A workflow is a graph of steps connected by wires. The left palette offers what you can place; select a step and the right-hand inspector shows its settings. Steps exchange data through expressions such as {{today}} or {{nodes.past_their_eta.count}} — the inspector’s Available data browser lets you click real values from a previous run to insert the right expression. Variables hold named values a run can set and compare; secrets store credentials for HTTP calls, write-only and scoped to one workflow. Every change autosaves; Undo and Redo cover fifty steps of history.

A run starts at a trigger step:

TriggerStarts a run when
ManualSomeone clicks Execute
WebhookAn external system posts JSON to the trigger’s URL
ScheduleA cron expression fires
On eventAn object is created, updated or deleted in CyberGuard
StepDoes
ConditionPicks exactly one branch based on variable values
ActionDoes one thing — read, create, update, email, HTTP request
LoopRuns its body once per item of a list or paged read
Stop runEnds the whole run immediately

Where a step has several outgoing wires, all of them run in parallel; use a Condition when you want exactly one path.

A workflow has at most one draft and one published version at a time; older published versions are archived. Publish runs a set of checks (problems appear as a clickable list, one line per issue), freezes the graph, registers the triggers and stamps you as the version’s run identity — every run executes as the person who published it, with their permissions checked live at each step. Editing a published workflow silently creates a new draft; the published version keeps running until you publish or discard the draft. The Enabled / Disabled switch in the header pauses all automatic triggers while keeping manual runs working for debugging.

A run is one execution of one version, with a status of Active, Completed or Failed. The Runs panel keeps every run’s variables, starting payload, per-step output and log; Show on canvas paints a run over the graph — visited wires turn green, a failed step gets a red ring — and Replay steps through it at a readable pace.

  • Applied controls — a favourite automation target (overdue-ETA digests).
  • Incidents — react to new incidents with follow-up actions.
  • Tasks — recurring human work; workflows handle the recurring machine work.