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.

Workflows enable you to monitor and notify admins about various alert events that occur in your organization without manual user intervention. An alert is triggered and captured in Workflow Automation when certain events violate the alert rules configured in the ZDX Admin Portal. A workflow is based on a workflow template that creates tickets and assigns them to the desired teams automatically to remediate the issues. You can then map the workflow to one or more attributes available on an alert transaction. Then, when an alert occurs in your organization that contains those attributes, the workflow automatically triggers the actions specified in the workflow.

To learn more, see Understanding Workflows for ZDX Alerts, Shared Configuration for ZDX Alerts, Managing Workflow Templates for ZDX Alerts, Managing Workflows for ZDX Alerts, and Managing Workflow Mappings for ZDX Alerts.

Prerequisites

Ensure that you set Workflow Automation as the Alert Delivery Method while configuring ZDX Alert Rules to manage the alerts through the Workflow Automation Admin Portal.

On the Workflows page, admins can:

• Add Workflows

  You can add workflows from the Workflow Templates page. To learn more, see Managing Workflow Templates for ZDX Alerts.

  To add a workflow:

  1. Go to Workflows > Workflows. The Workflows page appears, listing all the workflows.
  2. On the Workflows page, click Add More. The Workflow Templates page appears, listing all the available workflow templates.
  3. On the Workflow Templates page, next to the template on which you want to base the workflow, click the Add New Workflow Definition icon. The Workflow Settings page appears, displaying the workflow definition for that template and a graphic representation of the workflow.
  4. On the Workflow Settings page, enter appropriate values in the workflow definition fields.
     • Entering Information for ZDX Alert Auto Create Ticket Template

       Enter the following information:

       • Workflow Template: Leave the default value that appears.
       • Workflow Name: Enter a name for the workflow.
       • Description: (Optional) Enter a description for the workflow.
       • In the Create Ticket section:
         • Ticketing System: From the drop-down menu, select the ticketing integration application and its associated tenant ID, which creates the ticket—for example, ServiceNow: snowtest.
         • Assignee: From the drop-down menu, select the email address for the user to be assigned to the created ticket. The user must be added to the Integration Users.

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     • Entering Information for ZDX Alert Create and Update Tickets for Location

       Enter the following information:

       • Workflow Template: Leave the default value that appears.
       • Workflow Name: Enter a name for the workflow.
       • Description: (Optional) Enter a description for the workflow.
       • In the Ticketing Configuration section:
         • Default Ticketing System: From the drop-down menu, select the ticketing integration application and its associated tenant ID, which creates the ticket—for example, ServiceNow:snowtest.
         • Default Ticket Assignee Email: From the drop-down menu, select the email address for the user to be assigned to the created ticket. The user must be added to the Integration Users.
         • Shared Configuration Resource for Locations: From the drop-down menu, select a location-ticketing configuration.

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     • Entering Information for ZDX Alert Create and Update Tickets for Location Groups

       Enter the following information:

       • Workflow Template: Leave the default value that appears.
       • Workflow Name: Enter a name for the workflow.
       • Description: (Optional) Enter a description for the workflow.
       • In the Ticketing Configuration section:
         • Default Ticketing System: From the drop-down menu, select the ticketing integration application and its associated tenant ID, which creates the ticket—for example, ServiceNow:snowtest.
         • Default Ticket Assignee Email: From the drop-down menu, select the email address for the user to be assigned to the created ticket. The user must be added to the Integration Users.
         • Shared Configuration Resource for Location Groups: From the drop-down menu, select a location group-ticketing configuration.

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  5. Click Save. The workflow is added.

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• View Workflows

  To view workflows:

  Go to Workflows > Workflows. The Workflows page appears, listing all the workflows. For workflows, you can view:

  • Workflow Name: The name of the workflow.
  • Template Name: The template associated with the workflow.
  • Mapping: Provides the option to view existing workflow mappings or add new workflow mappings.

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• Edit Workflows

  To edit a workflow:

  1. Go to Workflows > Workflows. The Workflows page appears, listing all the workflows.
  2. (Optional) On the Workflows page, use the Search field to locate the workflow you want to edit.
  3. In the Action column next to a workflow, click the Edit icon. The Workflow Settings page appears, displaying the workflow.

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  4. On the Workflow Settings page, change any of the workflow detail fields except for the Workflow Template field.
  5. Click Save.

  The changes apply to future alerts mapped to the workflow. They will not affect current workflow executions.

  To delete a workflow, on the Workflows page, in the Action column next to a workflow, click the Delete icon.

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• Add Workflow Mappings

  To add a workflow mapping:

  1. Go to Workflows > Workflows. The Workflows page appears, listing all the workflows.
  2. On the Workflows page, in the Mapping column next to a workflow, click the Add Workflows Mapping icon.

  The Workflow Mappings page appears, displaying an expanded row for the workflow.

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  3. Add the workflow mappings for the workflow. Only admins with full access to Workflow Automation can map a workflow.

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• View Workflow Mappings

  To view workflow mappings:

  1. Go to Workflows > Workflows. The Workflows page appears, listing all the workflows.
  2. On the Workflows page, in the Mapping column next to a workflow, click the View icon.

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  The Workflow Mappings page appears, displaying the mapping for the workflow.

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