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IT Process Automation- Creating a Basic Workflow


A quick introduction to creating new a new workflow with Scope Actions.


This tutorial will show you the basics of how to create a new Scope Action. For detailed information on Scope Action options and how they work, take a look at our in-depth Scope Action User Guide.

Process Automation Step 1 – Adding a new Scope Action

Launching the Scope Actions Creation Wizard

Select the Scope Actions module in the Goverlan suite.

Creating a New Scope Action

Double click on the Add New Scope Action icon  

  in the main window or click on the Add New button in the ribbon bar.

Process Automation Step 2 – Action Details

Set the Scope Action Name and Description as well as a Category. Categories are a great way to organize your Scope Actions so you can locate them easier later.

Process Automation Step 3 – Defining a scope of targets

Select an Object Type – Object types are AD Users, AD Groups or Computers (Both physical and AD Account).

Target Scopes can be defined in many ways. Take a look at this User Guide article for details on how to select the targets.

For this example, we are choosing Computers in a specific Active Directory OU.

Process Automation Step 4 – Define your actions

Create a new action module – This is where the actions will be defined.

Actions Menu items will depend on the Object Type that was selected in Step 3.
See this user guide article for more details on the types of actions that can be performed.

To create an Action Module, double click the Add New button. Enter a name and description, then use the Add / Remove button to add actions or conditions.

The Action Module

Use the Add \ Remove button to define an action.

Add a condition to the action module by using the “Only if the following is true” section.
For more information about adding conditions to an action module, see this user guide article.

Process Automation Step 5 – Finalizing your Worflow

Use the “What Next” screen to determine what report format will be used or if the Scope Action will be scheduled for execution.


Next: Run On Wizard Finish

  • Run Now
    This will run the Scope Action with the configured scheduling options after clicking the Finish button.
  • Run Later
    This will tell the Scope Action to “do nothing” after clicking the Finish button.

Then: Re-Run Full Scope

  • Keep on Running until all nodes are processed
    This will run the Scope Action at the scheduled time, but will only run on the nodes that it was unable to process on the first scheduled run.
  • Re-Run the full scope on a periodic basis
    This will re-run the Scope Action against all the nodes selected at the scheduled time regardless if the nodes were processed or not.


Updated on August 21, 2019

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