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Workflows

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  • App
  • 4-min read

Workflows Workflows is a powerful tool that lets you automatically act on monitoring data.

A workflow is not intended for mass data ingestion or mass data export. For large-scale data processing, consider using OpenPipeline or building custom solutions with Dynatrace Extensions.

For more information, see the quickstart example.

Prerequisites

Permissions

The following table describes the required permissions.

hub:catalog:read
Read access to Hub apps.
document:documents:read
Read documents for workflow templates.
app-engine:apps:run
Enables listing all apps and reading the app bundles.
app-engine:functions:run
Enables usage of the function-executor.
automation:calendars:read
Read access to business calendars.
automation:calendars:write
Write access to business calendars.
automation:rules:read
Read access to scheduling rules.
automation:rules:write
Write access to scheduling rules.
automation:workflows:admin
Admin access to workflows and executions.
automation:workflows:read
Read access to workflows.

You might need additional permissions to run certain tasks in Workflows Workflows.

For a complete list of permissions needed to use Workflows Workflows, go to Hub, find and select Workflows, and go to the Technical information tab.

For more information about Workflows Workflows security, see Manage workflow permissions.

Installation

Make sure the app is installed in your environment.

Use cases

Workflows allows you to:

  • Create agentic workflows
  • Automatically react to Dynatrace Intelligence events or security problems.
  • Schedule reports in line with holidays and work hours.
  • Orchestrate IT processes across your entire IT landscape.
  • Connect to both cloud and locally-gated services.
  • Combine out-of-the-box integrations with custom code.
  • Visualize automated processes in a graphical workflow interface.
  • Get live monitoring and a full audit trail for all automation executions.
  • Define flow logic with custom conditions, automatic retries, loops, and parallel processing.

Learning modules

The following learning modules show how you can use Workflows Workflows to automatically act on monitoring data.

01Get started with Workflows
  • How-to guide
  • Build and run your first workflow.
02Workflows concepts
  • Overview
  • This is an overview of Workflows in Dynatrace core concepts such as tasks, actions, executions, triggers, and EdgeConnect.
03Manage workflow permissions
  • Reference
  • Guide on security aspects of workflow automation in Dynatrace Workflows
04Build workflows
  • How-to guide
  • Build and edit workflows in Dynatrace Workflows.
05Monitor workflow executions
  • How-to guide
  • Monitor workflows, tasks, and action executions; run a workflow; cancel a task or an execution; repeat an execution in Workflows.
06Manage workflows
  • Overview
  • Manage your workflows.
07Workflow actions
  • Overview
  • Use Dynatrace ready-made actions for your workflows.
08Workflows tutorials
  • Overview
  • Send notifications; detect threats; automate and orchestrate findings; automate threat-alert triaging; reduce security event storm.
09Jinja expressions for Workflows
  • Reference
  • Get to know the Jinja templating and expressions for Workflows.
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Dynatrace PlatformWorkflowsWorkflows