To create a Workflow which runs an automation upon creation of the alert, we must first have an automation to run. For this article, we will use the example of a StatusPageIO Outbound Integration. Once the Integration and its associated Methods are in place, we can proceed to build the Workflow.
We will begin on the Workflows page by selecting Workflows from the menu and pressing the Add Workflow button.
Enter a name for the Workflow,
Choose MessageThread as the Type,
and Standard Alert for the Template.
We now have fields for Start Conditions and Actions.
Press Add Start Condition.
For the Attribute field, choose Standard,
For the Name field choose MessageThread,
Choose "is" for the operator,
Choose Open for the Value.
Press the green checkmark.
Next, move down the page and press Add Action. Choose Outbound Service Notification.
In the resulting dialog box click the Outbound Action dropdown menu and choose StatusPageIO - Create Incident.
The naming convention is Outbound Integration - Method.
Enable the Workflow with the button in the top right corner of the Workflow page.
To add the Workflow to a Escalation Rule, select Escalation Rules from the menu, choose your Escalation Rule and select the Workflows tab:
Press the Add Workflow button. In the resulting dialog, select your Workflow (it must be enabled to be visible here) and press the arrow button to move it to the Selected Workflows list:
Press Update and the new Workflow is added to the Escalation Rule and saved.
The difference between enabling a Service Method in the Services tab and using Workflows is that Methods in the Escalation Rule Services are only fired once, when an alert is first created, whereas Workflow triggered actions have the flexibility to be triggered by events, or at a specific time, or even at multiple times.