Create Workflow

In Live Resources, you can quickly create a workflow using your current filters. This removes the need to reapply filters when setting up a workflow from scratch.

To create a workflow:

  1. Click the Create Workflow button.
  2. Choose the workflow type:
    • Take Actions
    • Notify Only
  3. A drawer opens with your selected filters already applied.
  4. Choose your preferred notification method.
  5. Click Review to review the workflow settings.
  6. Adjust any settings if needed, then click Create.

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The workflow is created instantly with your chosen filters.