#Manage Workflows

With EnPower, you can create and manage workflows or manually triggered workflows to automate your management. Refer to the following sections for details.

#Create Dynamic Workflows

There are currently two types of dynamic workflows in EnPower: event triggered workflows and object condition triggered workflows.

Event triggered workflows are triggered by a pre-defined trigger event. Actions within the workflow are automatically performed once the trigger event is detected.

Object condition triggered workflows are triggered by scheduled scan jobs. You can configure a set of conditions to trigger the workflow as well as a scan schedule. The workflow is triggered when an object that meets the conditions is detected by the scan job.

#Create Event Triggered Dynamic Workflows

To create a new workflow, complete the following steps:

1. On the Workflows > Workflows page, click Create.

2. Select Dynamic workflow as the workflow type.

3. Click Next to go to the Basic settings page.

4. Enter the basic information for the workflow, including:

   • Name – The name of the workflow.

   • Description – The optional description of the workflow.

   • Trigger by – Select trigger events.

   • Configure trigger event – Select the trigger event that will trigger this workflow.

   • Configure trigger scope – Add conditions for the trigger event to configure the trigger scope. Only when the selected trigger event falls into the configured scope, the automation flow will be triggered. For detailed supported events and scopes, refer to Table of Supported Dynamic Workflow Scope and Actions.

   • Activate after this workflow is created – If enabled, the workflow will be activated once the creation is finished.

   • Email notification – If you enable email notification, we will send emails to the specified recipients after a workflow has been triggered. You can configure the following:

     • Notification recipients – Specify the recipients of the email notification. You can select Send notification to myself and Send notification to specific recipients. If you select Send notification to specific recipients, you can specify the recipients by entering email addresses.

     • Email template – Specify the email template to be used for email notifications sent when this workflow is triggered, and actions are operated. You can click Preview email to preview the email notification with sample data. For more details on the email templates, refer to Settings.

5. Click Next to go to the Workflow settings page.

6. Configure the automation actions for the workflow. Click () to open the Action library. You can add actions to the workflow. The selected actions will be automatically operated by EnPower if the specified trigger event is detected. You can also add If/Then branches to the workflow, within which you can add additional actions for detailed conditions.

   For the detailed supported actions, refer to Table of Supported Event Triggered Workflow Actions.

7. Click Save to create the workflow.

#Create Object Condition Triggered Dynamic Workflows

1. On the Workflows > Workflows page, click Create.

2. Select Dynamic workflow as the workflow type.

3. Click Next to go to the Basic settings page.

4. Enter the basic information for the workflow, including:

   • Name – The name of the workflow.

   • Description – The optional description of the workflow.

   • Trigger by – Select Object conditions to create an object condition triggered the dynamic workflow.

   • Object types – Select the type of objects to trigger the workflow.

   • Scan schedule – Configure the scan schedule, including:

     • First scan – Select the date and time for the first scan job.

     • Frequency – Configure the scan frequency and the start time of the following scan jobs.

   • Configure trigger scope – Add object conditions as the trigger scope. When an object that falls into the configured condition is detected by the scan job, the workflow will be triggered.

     When you are creating an object condition triggered workflow for Power Platform objects, conditional groups can be added to define the trigger scope. Conditions within the condition groups are in the “or” relation. General conditions and condition groups are in the “and” relation. Therefore, objects meeting any of the conditions in the group will be identified as meeting the group’s condition. If the objects meet other normal conditions, they will trigger the workflow.

     When the object type is Users, users’ license duplication status can be selected as a trigger condition. For the details on license duplication identification in EnPower, refer to Appendix E - Table of Duplicate Microsoft Licenses.

   • Activate after this workflow is created – If enabled, the workflow will be activated once the creation is finished.

   • Email notification – If you enable email notification, we will send emails to the specified recipients after a workflow has been triggered. You can configure the following:

     • Notification recipients – Specify the recipients of the email notification. You can select Send notification to myself and Send notification to specific recipients. If you select Send notification to specific recipients, you can specify the recipients by entering email addresses.

     • Email template – Specify the email template to be used for email notifications sent when this workflow is triggered, and actions are operated. You can click Preview email to preview the email notification with sample data. For more details on the email templates, refer to Settings.

5. Click Next to go to the Workflow settings page.

6. Configure the automation actions for the workflow. Click () to open the Action library. You can add actions to the workflow. The selected actions will be automatically operated by EnPower if an object that meets the specified conditions is detected.

   For the detailed supported actions, refer to Table of Supported Object Condition Triggered Actions.

7. Click Save to create the workflow.

#Create Manually Triggered Workflows

To create a manually triggered workflow, complete the following steps:

1. On the Workflows > Workflows page, click Create to navigate to the Create workflow page.

2. Select Manually triggered workflow as the workflow type. Then you can create a workflow without defining a trigger event so that actions can be manually triggered to manage or report your selected objects.

3. Click Next to go to the Basic settings page.

4. Enter the basic information for the manually triggered workflow, including:

   • Name – The name of the manually triggered workflow.

   • Description – The optional description of the workflow.

   • Object type – Select the object type that can be managed by this workflow.

   • Activate after this workflow is created – If enabled, the workflow will be activated once the creation is finished.

   • Email notification – If you enable email notification, we will send emails to the specified recipients after a workflow has been triggered. You can configure the following:

     • Notification recipients – Specify the recipients of the email notification. You can select Send notification to myself and Send notification to specific recipients. If you select Send notification to specific recipients, you can specify the recipients by entering email addresses.

     • Email template – Specify the email template to be used for email notifications sent when this manually triggered workflow is triggered, and actions are operated. You can click Preview email to preview the email notification with sample data. For more details on the email templates, refer to Settings.

5. Click Next to go to the Workflow settings page.

6. Configure the automation actions for the manually triggered workflow. Click () to open the Action library. You can add actions to the workflow. The selected actions will be automatically operated by EnPower if this workflow is manually triggered. You can configure the action details when creating this workflow, or you can enable the Edit action details when triggering on the upper-right of the page. If enabled, the action details will be configured when this workflow is triggered.

   For the detailed supported actions, refer to Table of Supported Manually Triggered Workflow Actions.

7. Click Save to create the manually triggered workflow.

#Edit or Delete Workflows

You can edit the created workflows. To edit a workflow, select the workflow and click Edit to navigate to the Edit workflow page. Then you can edit the basic information and update the workflow settings.

*Note: Only service administrators and application administrators can edit the workflows created by other users.

To delete workflows, select the workflows you want to delete and click Delete. The Delete workflows confirmation window appears. Click Delete to delete the workflows.