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Create a Manual Workflow

In the Workflows section, you can create manual workflows for critical tasks that require human oversight or unique inputs every time they run. These workflows run only when an admin manually initiates them, allowing for customized data entry at the time of the run.

To create a manual workflow:

  1. Login to the JumpCloud Admin Portal.

Important:

If your data is stored outside of the US, check which login URL you should be using depending on your region. If your organization uses LDAP, RADIUS, or requires firewall allow list configuration, the Fully Qualified Domain Names (FQDNs) will also be region specific. See JumpCloud Data Centers for the URLs, FQDNs, and IP addresses.

  1. In the Workflows Overview page, click Add.
  2. Select New Workflow from the dropdown.
  3. In the Create Workflow dialog, select the Workflow type as Manual and click Next.
  4. Next, in the Workflow Details section, enter the Workflow Name.

Tip:

Enter a unique descriptive name that explains the Workflow’s purpose clearly. You can also change the workflow name later from the Workflow Canvas.

  1. In the Description section, you can add more details about the workflow.
  2. Click Done.

Tip:

If you wish to change the workflow type, you can use the Previous button.

This will take you to the workflow builder where basic data such as workflow name and type are already populated along with the trigger card.  You can design the different blocks (triggers, conditions, and actions) here.

  1. Defining Workflow Trigger Conditions: In the Workflow Overview section, click the Manual trigger card to enter the input trigger condition details.

Tip:

Once you start making changes in the workflow Canvas, you will see a floating panel at the bottom of the page alerting you regarding unsaved changes. Once you’ve defined the triggers and actions as needed, click Save changes to save the configurations. If any nodes or fields contain errors or missing configuration details, the workflow cannot be saved and an error message will display. Resolve all flagged issues before attempting to save again.

  1. Defining Workflow Actions: Once the trigger condition is added, click + to add an action node. You can select the Action type and define the actions (the specific tasks to execute) for the workflow. See Defining Workflow Actions to learn more.
    • You can choose to define actions or use flows.
      • Actions are individual operations performed on your directory or resources. You can either add Custom Actions or use JumpCloud API actions. See JumpCloud Workflows Public API & DSL Guide to learn more.
      • Flows allow you to move beyond simple linear automation. You can use them to add complex decision-making logic and efficiency into your workflow. You can either use Loops or If-else flows or a combination of both.
    • To add more actions, click +.
  2. Choosing Execution Role (Run as): Next, you must identify the role that has the permission to perform the actions you’ve added in the Workflow.  
    • On the top pane, click Select next to Run As.
    • On the Choose Execution Role dialog, select the narrowest role from the dropdown.

Tip:

To maintain security best practices and reduce organizational risk, follow the Principle of Least Privilege. Never use the Administrator or Administrator with Billing role for simple tasks. Instead, select the lowest role that encompasses all required actions.

  • Review all the actions you have added in the workflow, compare your action list against the standard JumpCloud Roles, and then select the appropriate role. See Admin Portal Roles to learn more.
  1. Once you’ve defined the triggers and actions, click Save changes in the unsaved changes floating panel at the bottom of the page.

Your workflow will be saved and enabled by default. You can use the toggle to disable it if needed.

  1. Click the Run workflow icon next to the Enable/Disable toggle to enter Input JSON details. You must enter JSON details for a valid action to successfully run the workflow.
  2. Click Run Workflow.

Tip:

You can also call an API to run a workflow.

The workflow will be triggered. You can check the status and execution details in the Execution history section. 

  1. Click Workflows on the top left to exit the current workflow and go back to the Workflows Overview page.
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