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Workflow Automation

Managing Shared Configurations for ZDX Alerts

The Shared Configurations page helps you govern location and location group-based alerts by configuring multiple locations into a single resource for your organization. Maintaining multiple workflows to create tickets for every location impacted by a single event is challenging. Therefore, this page enables you to create a shared configuration resource that hosts multiple location groups with a dedicated ticketing system and an assignee for each location.

The shared configuration is predominantly used when creating workflows for location and location group-based alerts. It acts as a centralized configuration that can be shared across various workflows. These configurations are managed by defining the associated JSON schema to support workflows.

On the Shared Configurations page, you can do the following:

  • To add a shared configuration resource:

    1. Go to Workflows > Shared Configurations. The Shared Configurations page appears.

    2. Click Add More. The Add New Resource page appears.

    3. On the Add New Resource page:
      • Name: Enter a name for the resource.
      • Schema: From the drop-down menu, select a schema. You can select a location- or location group-based schema.

        • In the Location Ticketing Configurations section:

          • Location Name: Enter the location name. Align the location name with the locations configured in the ZDX Admin Portal—for example, US-southern-location.
          • Ticketing Type: From the drop-down menu, select the type of ticket. The ticketing type is ServiceNow.
          • Ticketing System: From the drop-down menu, select a ticketing system with the appropriate tenant for the alert containing the corresponding location.
          • Assignee: From the drop-down menu, select the email address of the admin to whom you want to assign the ticket. The assignee details must be configured on the Integration Users page.
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        • In the Location Group Ticketing Configurations section:

          • Location Group Name: Enter the location group name. Align the location group name with the location groups configured in the ZDX Admin Portal—for example, US-City-Group.
          • Ticketing Type: From the drop-down menu, select the type of ticket. The ticketing type is ServiceNow.
          • Ticketing System: From the drop-down menu, select a ticketing system with the appropriate tenant for the alert containing the corresponding location group.
          • Assignee: From the drop-down menu, select the email address of the admin to whom you want to assign the ticket. The assignee details must be configured on the Integration Users page.
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      • Description: Enter additional information or notes for the resource.

    4. (Optional) Click the Add icon and repeat the preceding step to add more ticketing configurations to the resource.

    5. Click Save. The shared configuration resource is added.
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  • To edit a shared configuration resource:

    1. Go to Workflows > Shared Configurations. The Shared Configurations page appears.

    2. Click the Edit icon next to the shared configuration resource you want to edit. The Edit Shared Configuration page appears.

    3. On the Edit Shared Configuration page, modify the name and description of the resource.

      You cannot change the schema for the resource. If you want to change the schema, create a new shared configuration resource for the same location or location groups.

    4. In the Location Group Ticketing Configurations section or the Location Ticketing Configurations section, modify the ticketing system and assignee name of the existing configurations.

    5. (Optional) Click the Add icon to add more ticketing configurations to the shared configuration resource. To learn more, see Add Shared Configuration Resources.

    6. (Optional) Use the Up and Down arrows to change the order of the configurations and the Delete icon to delete a configuration.

    7. Click Update. The shared configuration resource is updated with new changes.
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  • When managing shared configurations, you can view shared configurations and the details for a shared configuration.

    • To view shared configurations, go to Workflows > Shared Configurations. The Shared Configurations page appears, listing all the shared configurations configured for your organization. For each shared configuration, you can view the following information:

      • Name: The name of the shared configuration.
      • Description: The description of the shared configuration.

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    • To view shared configuration details:

      1. Go to Workflows > Shared Configurations. The Shared Configurations page appears.

      2. Click the View icon next to the shared configuration resource. The View Shared Configuration window appears.

      3. In the View Shared Configuration window, view all the details about the resources, such as the name, schema, and ticketing configurations. You cannot modify the resource details from this window.

      4. Click Cancel to exit the window.
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  • To delete a shared configuration resource:

    1. Go to Workflows > Shared Configurations. The Shared Configurations page appears.

    2. Click the Delete icon next to the shared configuration resource. A message appears asking whether you want to delete the resource.

    3. Click Yes. The shared configuration is deleted.
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