If you have subscriptions to various integrated applications of Workflow Automation such as Data Loss Prevention (DLP), you are prompted to select an application when you log in to the Workflow Automation Admin Portal. Select Zscaler Digital Experience (ZDX) to configure automated workflows for ZDX alerts.

Workflow templates are used as the basis for the workflows you add in Workflow Automation. You have access to different predefined ZDX templates to address different alert events that occur in your organization. To add a workflow, you must use one of the predefined templates provided and map them with various criteria to monitor and remediate the alerts. To learn more, see Understanding Workflows for ZDX Alerts.

The predefined ZDX workflow templates are as follows:

• ZDX Alert Auto Create Ticket
• ZDX Alert Create and Update Tickets for Location
• ZDX Alert Create and Update Tickets for Location Groups

On the Workflow Templates page, you can do the following:

• View Workflow Templates

  To view workflow templates:

  1. Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates provided.
  2. In the Workflow Templates page, you can view the following information for each workflow template:

  • Template Name: The name of the template.
  • Template Description: The description of the template.
  • Counts: The number of workflow definitions that have been created using this workflow template.

  You can also use the Search in field to locate a workflow template.

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• View Workflow Template Definitions

  To view workflow template definitions:

  1. Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates provided by Workflow Automation.
  2. On the Workflow Templates page, click the View icon next to the template for which you want to view the definition. The Workflow Settings page appears, displaying the workflow definition. The left side of the page displays a graphic representation of the workflow definition. The right side of the page displays the required fields for this workflow definition.

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  3. Click Cancel to return to the Workflow Templates page.

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• Add Workflows

  To add a workflow:

  You can also add workflows from the Workflows page.

  1. Go to Workflows > Workflow Templates. The Workflow Templates page appears, listing all the workflow templates.
  2. On the Workflow Templates page, click the Add New Workflow Definition icon next to the template on which you want to base the workflow. The Workflow Settings page appears, displaying the workflow definition for that template.
  3. On the Workflow Settings page, enter values in the workflow definition fields required for that particular type of workflow.

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  4. Click Save. The workflow is added.

  To learn more about adding workflows, see Managing Workflows for ZDX Alerts and Managing Workflow Mappings for ZDX Alerts.

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